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Customer Service Training Programs

Two complete curricula built from scratch. Different industries, different delivery methods, same goal: prepare people to handle real calls on day one.

+52%
Service level improvement
+29%
New hire retention
2
Programs from scratch
10+
Weeks of curriculum

Two Programs, One Philosophy

These weren't course tweaks or template fills. Each program was built from nothing—no existing curriculum, no corporate playbook, just a clear need and a blank page. The contrast between them shows how the same instructional design principles adapt to wildly different contexts.

First Build

Driver Road Services

7-Week Hybrid Program • BPO/Logistics • VILT Delivery

7 weeks
Duration
Remote
Delivery
3-4
Cohort Size
Hybrid
Format

The Context

BPO call center handling emergency roadside assistance for corporate truck drivers. Agents managed repair calls, rentals, and labor dispatch—often coordinating under pressure with incomplete information. Complex, high-stakes, and zero room for error.

The Challenge

No existing training materials. Multiple call types with different workflows. Remote delivery via Teams with small cohorts. The 7-week timeline raised eyebrows with leadership—I had to prove value early to keep buy-in.

The Approach

  • Modular progression: each week introduced new call type
  • Real production nesting after classroom instruction
  • Storyline 360 simulations for high-stakes scenarios
  • Job aids designed for live call reference
  • Alternating classroom → OJT → classroom rhythm

Tools Used

Microsoft Teams Rise 360 Storyline 360 Google Workspace

Results

Reduced escalation rates. Improved call handling consistency. Leadership buy-in secured by delivering real production value during training—trainees weren't just practicing, they were contributing.

"This was my first full curriculum build. No templates, no corporate playbook—just what I could scrounge from the freest corners of the internet to piece together a monstrosity Dr. Frankenstein himself would be in awe of. It's where I learned that structure matters, iteration saves lives, and if you actually pay attention to your learners, the rest will follow."
Second Build

Customer Care Technician

3-Week ILT Program • Tech Support • In-Person Delivery

3 weeks
Duration
In-Person
Delivery
Small
Cohort Size
100% ILT
Format

The Context

Tech support team handling state-run Self-Service Terminals (kiosks) for vehicle transactions. Card readers, printers, touchscreens, EPCs—and every state had different systems, rules, and error protocols. Anything but simple.

The Challenge

Original training relied on informal shadowing and outdated references. Not sustainable, not scalable. I needed to build a repeatable curriculum aligned with real QA standards that could reduce ramp time while I personally delivered the first cohorts.

The Approach

  • 100% in-person, facilitator-led instruction
  • Salesforce sandbox for full-day case simulations
  • Progressive complexity: each day built on the last
  • QA rubric integration from day one
  • Daily knowledge checks via Storyline 360

Tools Used

Salesforce Sandbox Storyline 360 Microsoft 365 Printed Job Aids

Results

Trainees hit milestones faster than straight OJT. By Week 2, they were contributing production-quality documentation. Team leads reported higher understanding from new hires. The framework is now the baseline for all technical call center training.

"This was my second full curriculum build. I designed it, delivered it, and now I'm developing someone else to lead it. There were plenty of frustrations gathering information about the existing process—mainly because there was no official process. It was just three kids in a trench coat trying to disguise themselves as a process."

What I Learned Building Both

Structure Creates Freedom

Both programs succeeded because of clear weekly progressions. When learners know what's coming and why, they engage deeper. The structure isn't a cage—it's a foundation that lets you improvise when moments demand it.

Production Value Earns Buy-In

The 7-week DRS timeline scared leadership until trainees started handling real calls in Week 3. When training contributes actual work product, the "cost" conversation shifts to "investment." Show value early.

Delivery Method ≠ Quality

Remote VILT and in-person ILT both worked—because both were designed intentionally. The medium doesn't make training good or bad; the design decisions do. Match the method to the content and context.

Your First Build Teaches You Everything

DRS was a Frankenstein monster. Customer Care was cleaner. The difference wasn't talent—it was experience. You can't skip the messy first attempt. Embrace it, learn fast, and make the next one better.

From Blank Page to Production-Ready

I build training programs that work in the real world—not just in theory.

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