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Certification Course

The challenge: There was a need for Xero partners to learn how to market their accounting firm to clients.

 

The solution: The team carefully curated and organized multimedia content to create a cohesive and engaging program.

 

The outcome: The goal was to provide accountants with a seamless and immersive learning experience, empowering them with the knowledge and skills needed to market their firm with Xero resources.

Tools used: Evolve Authoring Tool

Setting Up Step by Step

The challenge: To cultivate and grow any new Xero partnership, we needed to provide training on how to set up Xero in their business. 

 

The solution: Created customer-oriented educational content that focused on guiding users on how to set up their Xero accounts. The content was thoughtfully organized into modular format, allowing learners to navigate freely between topics based on their specific needs and interests.

The outcome: Reduce the amount of Salesforce tickets for onboarding and increase partner retention.

Tools used: Evolve Authoring Tool, Shutterstock, Camtasia

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Global Sales Onboarding

The challenge: Unorganized sales training that needed optimizing.

The solution: I reconstructed the sales onboarding course to promote a more immersive and dynamic learning experience by carefully condensing content where it makes sense and simplifying user navigation. 

The outcome: Higher completion rate and increased retention. 

Tools used: Evolve Authoring Tool

Docvocate

The challenge: To introduce a new software that streamlines revenue collections in the medical field.

The solution: I created an engaging introduction video showcasing the software's features and benefits.

 

Tools used: Camtasia 

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