PUTTING IT ALL TOGETHER: PREPARATION

You’ll be assigned a Client and a step in the customer journey.

Identify best practices for guiding your assigned Client through the purchase process in a way that meets the five expectations:

  • Personalized Experiences
  • Transparency
  • Simplicity
  • Control
  • Seamlessness

Look for potential areas of friction and brainstorm ways to proactively prevent it. Consider how to make multimedia, omnichannel approaches Seamless in your scenario.

Fine-tune best practices and create a 2- to 3-minute presentation to share with the larger group in the next module.

Select representatives to share your scenario (as Sales Consultant and Client).