Comcast needed to communicate a new process for their sales agents — a process that had to be followed accurately in order to close each sale.

Our team understood that agents would face a number of challenges in following this sales summary process. They had to recall and deliver a great deal of information, some of which could come across as rather tedious for customers at a point when they’re often eager to end the call.

Our team created a number of print tactics to support awareness of Comcast’s new sales process, its steps and its importance. But we knew that in order to ensure retention of each step, we also needed to provide sales agents with opportunities for active learning at multiple touchpoints. So our team created four interconnected meetings-in-a-box, one for each step of the process.