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Case Study

Sales Huddles


Unique Project Aspects

The Challenge

Our client needed to elevate their sales teams to the next level. They needed their sales people to be true partners and trusted advisors to their customers and not just “order takers”. The sales team needed to learn how to conduct effective research and analysis, transform relationships into partnerships, become storytellers, and learn how to question strategy to uncover the root of the problem for their customers.

The Solution

Lumious created an immersive, blended training experience made up of both instructor-led and self-paced learning options. It included training that targeted sales leaders so they could support their teams through their learning journey.

The sales teams then dove into synchronous and asynchronous training events that were spaced out over 2-3 weeks, as well as feedback and debrief sessions.

To ensure that learners were transferring knowledge and skills to their daily work, the leaders were equipped with a toolkit that featured role play activities for a micro-credential activity, as well as 12 sales huddle topics to review over the 12 months following the program.

The Results

The training was so successful, we were asked to customize the content for additional sales teams and other audiences, so they too could provide the next-level customer experience they were seeking. In addition to this, the client referred us to one of their partner companies to do the same thing – create a customized series for their sales teams as well. This program has now been scaled across multiple sales teams within the company and their partners.

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