This interactive training translates a structured personalization strategy into a fully developed, workflow-based course for marketing and revenue teams using Demandbase Site Customization and Forms Enrichment.

The build guides learners through segment creation, experience customization, activation, and performance tracking. It includes guided platform walkthroughs, decision-based checkpoints, and an applied build sequence where learners configure a personalized website experience aligned to a target account segment.

Built with: Articulate Rise + custom HTML/CSS

Business Problem: The "Data & Analytics (D&A) Offering Training" was developed to address employees’ limited knowledge of the company’s data and analytics solutions, which resulted in missed opportunities to present valuable services to clients. Employees needed guidance on identifying client signals, selecting the right solutions, and converting prospects into clients.

Business Goal: This course aims to educate employees on the company’s data and analytics offerings, helping them recognize client needs, recommend the best solutions, and guide prospects toward becoming clients. The goal is to increase conversions, drive revenue, and enhance client satisfaction.

Tools: Articulate Storyline, Synthesia, Vyond

Features: Scenarios, branching, click to reveal, knowledge checks

This interactive training translates a structured research framework into a fully developed enablement course for ADR teams preparing for outreach and early discovery conversations.

The build guides learners through the 3–3–3 customer research framework (industry changes, company objectives, customer actions), includes tabbed and card-based tool breakdowns, and culminates in an applied activity where learners complete a real customer research template using Salesforce, Sales Navigator, ZoomInfo, and public sources.

Built with: Articulate Rise + custom HTML/CSS

This interactive training shows how the storyboard and learning strategy were translated into a fully developed workflow-based course for teams using Salesforce and Ironclad.

The build focuses on helping users confidently navigate contract workflows by mirroring real tasks such as generating agreements, handling redlines, routing approvals, and tracking execution.

Built with: Articulate Rise + custom HTML/CSS