This program is designed to create a scalable and effective training system for your ambassadors, equipping them with the tools and strategies needed to optimize client acquisition and engagement. The program will focus on standardizing processes, delivering a premium client experience, and setting up a certification system to ensure consistent quality as your team grows.

Package Overview

Objective:
To design and implement a tailored training program that addresses gaps in the current process, enhances the client acquisition journey, and certifies ambassadors to deliver a consistent, high-quality experience.

Key Deliverables

1. Comprehensive Discovery Process:

   • Conduct an in-depth analysis of the existing ambassador program, including:

     • Reviewing current processes, workflows, and documentation.

     • Identifying gaps and areas for improvement.

     • Collaborating with key stakeholders to ensure alignment with growth objectives.

   • Deliver a detailed report summarizing findings and recommendations for the training program.

2. Growth Playbook:

   • A detailed guide tailored to the specific needs identified during the discovery process, including:

     • Streamlined workflows and best practices.

     • Standardized processes for client acquisition, engagement, and follow-up.

   • Includes practical scripts, templates, and tools for ambassadors.

3. Video Training Content:

   • Professionally developed training videos to provide accessible, on-demand learning.

   • Covers all key aspects of the program in alignment with the identified needs and gaps.

4. Three Rounds of Group Training:

   • Interactive training sessions designed to ensure ambassadors fully understand and can apply the processes and strategies outlined in the program.

   • Sessions will include opportunities for Q&A, hands-on practice, and role-playing.

5. Certification Program:

   • Participants who complete the training will receive certification as Ambassadors for Growth.

   • Certification ensures a standardized level of knowledge and professionalism.

   • Includes a certification test for future participants, ensuring consistency and scalability as the program expands.

Timeline

Approximate Duration: 2 months
Milestones:

• Week 1: Comprehensive discovery process and kickoff.

• Week 4: Delivery of initial findings, draft playbook, and video outlines.

• Weeks 5-7: Three rounds of group training and implementation of certification program.

• Week 8: Finalized playbook, video content, and training recap.

Investment

Cost: $20,000
(Includes materials, videos, training for up to five advisors, and certification program setup)