The Taylor Method
The Taylor Method was a proven sales process for financial advisors, but it was only taught through in-person events and coaching. When we got involved, our main goal was to figure out how this system could be translated to a web and mobile experience. The project also required a system for user management. However, one caveat to this system is that it needed to support both B2C and B2B users.
Typically sales programs are taught in a linear curriculum, whereas the Taylor Method does not do this. The Taylor Method teaches people in a non-linear, self-directed fashion, so we created an online experience that mirrored this unique process.
One way we did this was to build an interface for users to navigate video and audio content for The Taylor Method. We also had to consider surfacing new content that would be pushed out to users via this experience.
This solution also included search and watchlist functionality to support users needing to find specific content or save content for future viewing.
We also converted a paper intake form into a dynamic step-by-step web form. This format helped their users stay organized and follow a field-tested interview process.
Conclusion
Prior to going online, the Taylor Method was heavily focused in Los Angeles, with no visibility outside of that. 5 years later, the Taylor Method has expanded all across the U.S, while also making significant inroads in Canada, Europe, Asia, and Mexico.
Back HomeConvinced? Not sure? Get ittouch with us and let’s talkabout it!
Convinced? Not sure? Get it touch with us and let’s talk about it!
Let's Talk