Generating Incremental Sales from Customer Service Operations

Growth through Exceptional Customer Experience

Analysis, Development and Program Execution

  • Worked with the leadership team to build a program that targeted sales objectives and incorporated the input from the customer service team
  • Worked with the employee team to identify the best activities and behaviors that would contribute to goal achievement
  • Developed a list of 4 sales-related activities that each person was responsible for executing on a weekly basis
  • Provided guidance to the leadership team around performance incentives and methods for accountability
  • Created a meeting rhythm and cadence of accountability that brought together the team on a weekly basis to report on their performance and optimize the program
  • Provided scripts and modest sales training to improve the performance of the team

Feedback and Client Satisfaction

Meredith Simmons, Operations Manager, WBA Insurance