Customer Education/Onboarding
Customer Education/Onboarding
Project Overview: Enhancing Customer Training for Multifamily Property App
Client: A leading firm in the make-ready business catering to multifamily properties.
Objective: Boost the completion rate of customer video training aimed at property managers and maintenance workers. The goal was to facilitate the download and efficient use of the client’s app for inspection submissions.
Approach:
Collaborated with the client to refine the initial and follow-up customer communications.
Leveraged instructional design principles to revamp the video training content.
Outcome: By enhancing the training presentation and streamlining communications, we ensured that new customers gained a clear understanding of the app’s benefits and functionalities right from their onboarding emails. This strategy aimed to improve engagement and promote seamless app adoption among property managers and maintenance workers.
Role: Educational Consultant/Instructional Designer/eLearning Developer
Authoring Tools:
- Articulate Rise
- Adobe Creative
Identify, Block, and Avoid SPAM
Customer education and product promotion.
Role
- Instructional Designer
Authoring Tool
- PowerPoint
Learning Objectives
- List characteristics of spam email.
- Describe the steps to set up a spam blocker using WP Forms.
Demo: Digital Flash Cards – Tarot Card Deck
This is a demonstration of flashcards that can be applied in a range of learning contexts.
Role
- eLearning Developer
- Instructional Designer
Authoring Tools
- Articulate Storyline
- Articulate Rise
- Microsoft PowerPoint
- Paint.net
- Adobe Creative Suite
Learning Objectives
- Summarize the general interpretations for each tarot card.
Safeguarding Cash Substitutes
View an excerpt from this project
Role
- Instructional Designer
Tools
Learning Objectives
- Describe the Safeguarding Cash Substitutes policy.
- Explain the purpose of the Safeguarding Cash Substitutes policy.
- List the advantages of following the Safeguarding Cash Substitutes policy for oneself and other stakeholders.
How to Read a Health Insurance Card
This project was designed to provide an overview of the important information on a health insurance card to enable entry-level front office staff in medical offices to verify patient health insurance.
Role
- eLearning Developer
- Instructional Designer
Authoring Tool
- Articulate Rise
Learning Objectives
- Define Health insurance.
- Describe the relationship between the payer, the plan, and the benefits.
- Identify the following information on a health insurance card:
- Copay information
- Member ID
- Help Line and other useful phone numbers,
- Plan type
- Group number
- Plan codes
How to Use a Calculator
For this project, the client wanted to identify learners who may need additional help with basic math skills, including using a calculator. The introduction considers the user experience, and learners have the option to skip this section based on their self-reported skill level.
Role
- eLearning Developer
- Instructional Designer
Authoring Tools
- Articulate Storyline
- Articulate Rise
Learning Objectives
- Locate buttons on a calculator to perform basic math operations, including addition, subtraction, multiplication, and division.
Product Introductions and Video Demonstrations
One of the things I enjoy most about creating product introductions and video demonstrations is the challenge of taking a complex product and distilling it down to its essence. In just a few sentences or minutes, I have to explain what the product does, how it works, and why someone would want to buy it. Seeing people’s reactions when they finally understand something, especially something that was previously confusing, is gratifying. I get to help people learn about and understand new things and hopefully make their lives a little bit easier.
Audience: Global support team front-line customer service agents
Audience: Global support team front-line customer service agents
Employee Onboarding Training
Employee Onboarding Training Work Samples
These Employee Onboarding Training modules were developed to help incoming workforce development professionals understand One-Stop Center and Work in Texas procedures, processes, and policies.
Since it was my first time developing online learning courses and my first time working with Articulate Storyline, I was very much learning on the fly.
Employee Onboarding Training – Intro to Work in Texas
Learning Objectives:
- Describe the main features of Work in Texas.
- Discuss how to use Work in Texas to assist job seekers and employers.
- Locate additional resources for further learning.
Intro to Work in Texas Terminology & Matching Task
Learning Objective:
- Match icons that frequently appear in the Work in Texas application with their associated meanings.
Intro to Work in Texas Assisting in the Resource Area
Learning Objectives:
- Answer common customer questions
- List the steps to protect customer information
.
