• Instructional Designer
  • Content Developer
  • Subject Matter Expert Trainer and Coach


  • Identified and qualified a highly qualified trainer with over 20 years of experience designing and facilitating behavior-based sales coaching, and leadership training
  • Customized a coaching program for 40+ sales managers and leaders
  • Developed a series of interactive and engaging facilitator-led workshops to be delivered both virtually and in-person to practice behavior-focused coaching skills
  • Established workshops that included assessments, hands-on practice, and were supported with sample scripting, realistic role-play scenarios, job aids, and tools to us on the job


  • Established a formal coaching training program that provides managers and team members with the skills, tools, and knowledge necessary to coach teams.
  • Improved member (customer) engagement and high revenues resulting from increased sales.
  • Increased confidence levels of managers in coaching capabilities.
  • Developed a wide range of coaching tools such as assessments, job aids, facilitator guides, and reference guides to improve employee engagement.
  • Improved coaching relationships between managers and teams.
  • Implemented a ‘Coaching-Based Mindset’ from top-down within the organization.
  • Increase in loan production (Sound credited the coaching program for generating a 36% year-over-year increase in loan production, a record for them)
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