Mitch, a sales VP, who was new to OneAmerica, landed a substantial account for the firm. The Board asked him to come to their HQ in Indiana and tell them his secret sauce. This was an important presentation, so Mitch came to Eloqui.
Together, we defined his intention, role, crafted a creative opening and closing. Then we structured his presentation. We took Mitch’s win, and made it into a compelling story. We rehearsed it, showing Mitch how to keep it fresh. His talk was a grand success.
Mitch then referred us into OneAmerica, which began a five-year relationship. We trained customer service teams. They went to their superiors and requested that their counterparts in sales be included. The company sent nearly a hundred OneAmerica folks to the Eloqui Communication Immersion workshop in Santa Fe.
We also delivered our unique Team Presenting module for OneAmerica pairs going into finals presentations, and delivered these trainings around the U.S. Within three months, the company increased their close rate by 20%.
OneAmerica has since acquired two other firms, and is considered a major player in providing retirement services across the country. And Mitch, our Sales VP, is now number one in Sales for OneAmerica.
