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Following a successful pilot of the best practice checklist it was highlighted that this approach may have more use than originally anticipated. A new sales/servicing system being installed meant that all agents would require re-training and therefore require additional support.

  1. BulletMeeting with the new system development team to discuss options for incorporating best practice

  2. BulletIdentifying a measurable increase in sales performance of test subjects

“I like your idea and I can see it being of even more use when the new STEP system is introduced. Everyone will be starting from scratch with it so we’ll need as much help as possible to keep calls compliant.”


Tony Morris

Sales Floor Manager

NFU Mutual Direct

  1. 1)Write up the results of the lo-fi test to form part of an investment plan


  1. 2)Suggest ways of incorporating the forms digitally into the new system.

© Garry Burns 2012 ・ garry@pushyourdesign.com