SUCCESS STORIES

A financial services client enlisted my company, Learning Masters, to develop standardized curricula for their key business units: Customer Service, Collections, Fraud, and Enhanced Services. This project required creating customized instructional content tailored to the unique needs of each unit while ensuring alignment with the organization’s broader goals. As the project lead, I managed the entire development process and took personal responsibility for designing and developing the Collections curriculum.

Our work delivered significant results. Client feedback indicated a remarkable 30% to 40% increase in new-hire productivity within just 30 days post-training. This outcome highlighted the effectiveness of our targeted approach in equipping employees with the critical knowledge and skills they needed to succeed.

By customizing content to address the specific needs of each business unit while maintaining consistency across the organization, we exceeded client expectations. Our collaborative efforts optimized onboarding processes, improved operational efficiency, and provided measurable returns on the client’s investment in employee development.

A manufacturing client specializing in custom packaging faced a significant challenge with their sales training program. The existing program relied on a generic off-the-shelf sales process that failed to integrate essential product and technical knowledge. As a result, new salespeople required an average of 12 months to achieve proficiency (i.e., meeting their sales quotas). To address this issue, I collaborated with subject matter experts to design a comprehensive Learning Path (onboarding curriculum) focused on accelerating the onboarding process from Day 1 through proficiency. This curriculum introduced a structured sales process that seamlessly combined product knowledge, technical expertise, and essential selling skills.

The implementation of the Learning Path was managed through a Learning Management System (LMS), with active support from sales managers. The curriculum incorporated “Learning Gates,” periodic checkpoints that assessed formal knowledge and skills every two months. Salespeople who passed these assessments unlocked the next phase of learning, while those who did not received targeted remedial training and coaching sessions with their sales managers.

As a direct result of implementing this Learning Path, we successfully reduced the “Time to Proficiency” from 12 months to just 6 months. This achievement not only streamlined the onboarding process but also significantly enhanced the effectiveness of our client’s sales team, aligning their skills more closely with organizational goals and market demands.

I was asked by a start-up pharmaceutical client facing the urgent task of building a new sales force from scratch to launch a newly acquired drug. Time was critical, necessitating a swift yet comprehensive training program. We adopted a strategic "build or buy" approach, leveraging off-the-shelf anatomy and disease state resources while tailoring sales and marketing content to focus on essential knowledge and skills. 

My role involved designing and implementing a robust sales training program tailored to the specific needs of the new sales force. Central to this program were extensive role-play simulations aimed at preparing salespeople to effectively engage a diverse range of customers in interactive sales conversations.

The impact of our efforts was significant. Within six months of deploying the field force, our client reported a 3X increase in sales, a testament to the effectiveness of our training in equipping salespeople to sell their new product.

Client feedback was overwhelmingly positive, underscoring the role of Learning Masters in achieving these results. Our approach not only accelerated the readiness of the sales force but also laid a solid foundation for sustained growth and market penetration.

My client, a fast-growing company specializing in facilitating remote clinical trials for pharmaceutical and medical device companies, faced a pressing need to onboard new project managers capable of overseeing complex clinical trial processes. The pandemic complicated matters since everything was done remotely.

Over a period of six months, I developed 68 Articulate Rise courses tailored to the specific needs of clinical trial project managers. Each course, designed to be efficient and engaging, was between 10 to 15 minutes in length.

The outcome surpassed expectations. Clients were particularly pleased with the quality and effectiveness of the training materials as well as the speed in which they were developed. At the end of the project, they planned to submit our work for a training award. 

This project not only equipped new project managers with essential skills but also contributed significantly to the client's operational readiness and growth during a critical period.

One of my long-term clients was transitioning from a paper-based contract management system to an e-signature approval system. Five distinct user groups ranging from Administrators to Signatories needed to be trained. Collaborating closely with system experts, I created five comprehensive eLearning storyboards, one for each target audience. We used Lectora Inspire to program the various eLearning tracks.

In addition to creating the eLearning, I developed detailed Quick Reference Guides essential for vendors who were required to follow the new e-signature process. As the contract management system evolved with new features, we responded with microlearning videos, each lasting 2 to 3 minutes, to guide users through the updates.

The outcome of our efforts exceeded expectations. Upon completion, our client praised our team for delivering a robust online training program that successfully rolled out across all managerial levels. Senior leaders expressed delight at the program's effectiveness and its seamless integration into daily operations.