eLearning

Tools Used: Articulate Rise, Claude.ai

Time in Development: 6 hours

My Role: Designer, Developer

Challenge: Newly hired business sales reps tended to lead with internet speeds and promotional pricing, which resulted in mismatched sales and early cancellations. They needed a simple, repeatable way to understand how a small business operates before recommending a package.

Solution: This Rise 360 microlearning course gives new reps a four-step discovery conversation to use before recommending a package. Instead of leading with speeds and pricing, they learn to match the solution to how the business runs. Reps learn the steps, see them modeled, and practice through knowledge checks. Since sales reps work in the field, the course was designed to be mobile-friendly and freely navigable, so they can refresh any step right before a customer meeting.