Training Revamp
Objective
PTR Training provides professional development to corporations and government agencies worldwide.
When Josh joined PTR, a key priority was improving sales enablement and online engagement. This included building a searchable course database, strengthening brand visibility, and providing sales managers with streamlined messaging. Focus areas included:
- Equipping sales managers with digital tools for stronger client engagement.
- Enhancing CRM capabilities to capture qualified leads and build client personas.
- Refining analytics dashboards to reveal behavior trends and predict course demand.
Strategy to Action
Josh led the website overhaul, transforming it into both a course hub and a sales engine. The new site featured a training catalog with hundreds of courses—each with its own content page—plus smart category links and a company blog for news and resources. Additional features:
- Regular themed email campaigns with CTAs to strengthen customer touchpoints.
- Interactive tools like an ROI Calculator, Leadership Quiz, and other apps for engagement.
- Integrated website chatbot and CRM for lead capture and buyer intent tracking.
Outcomes & Impact
PTR’s digital sales and marketing initiatives—including internal sales—enhanced engagement and lead generation across channels, improving visibility, communication, and sales performance. Achievement areas:
- Monthly themed email campaigns increased website traffic by 18%.
- Integrated chatbot and CRM captured 31% more qualified leads.
- Enhanced internal sales follow-up and customer touchpoints.
