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Rentals Awareness CampaignCommunication& Training Plan February / March 2015
1
Project Overview
Recent feedback suggests that the majority of Agent Sales associates claimto know little or nothing about the purpose of the
Rentals team at Trulia. In an effort to enhance the customer experience and improve retention, the Rentals and Sales Training teams
have partnered to plan, develop and implement an awareness campaign across the Bellevue, Denver and San Francisco office in
March 2015.
Calendar of Events & Deliverables
Date Audience Item Description/Purpose File Responsibility Status
1/15/2015 Rentals &
Training
Team
Agent Sales
Feedback
Research
 Identifiedcommonmisconceptions
and questionssalesrepresentatives
have across all Salesoffices
Cross-Office_Rental
s_Feedback.docx
Kristin
Complete
1/27/2015 Rentals Team Feedback
Review
Review
 Team reviewedstatementsand
questionsgatheredinresearch
N/A Kristi & Team Complete
2/7/2015 Rentals Team Plan Review
& Signoff
 Team reviewsandsignsoff on
communicationandtrainingplan
for SalesandService
N/A Kristi & Team Complete
Week of
2/16/2015
Agent Sales
Leadership
Leadership
Awareness &
Approval
Communication
 Leadershipandmanagementsigns
off on communicationandtraining
planfor Sales& Service inbusiness
line meetings
N/A Kristin In progress
2/25/2015 All Sales Agent Sales
Flash Article
Communication
 Article innewsletterpromoting
monthlongcampaigndedicatedto
Rentalsteamawareness
 ComingNextweek:Meetthe
Team!
Kristin
Rentals Awareness CampaignCommunication& Training Plan February / March 2015
2
3/2/2015 ACQ
Leadership
Promote
Video
Communication
 Promote thisweek’svideo;
encourage teamstowatch
Kristin
3/4/2015 SA & AS
Leadership
Promote
Video
Communication
 Promote thisweek’svideo;
encourage teamstowatch
Kristin
3/4/2015 All Sales Video #1:
Meet the
Team
Training
 Article inweekly salesnewsletter
promoting Video#1– Meetthe
team
 Purpose of team
 Categorizedbyregion
 Promofor nextweek’svideo
Kristi & Kristin
3/5/2015 PA
Leadership
Promote
Video
Communication
 Promote thisweek’svideo;
encourage teamstowatch
Kristin
3/9/2015 ACQ
Leadership
Promote
Video
Communication
 Promote video#1;encourage
teamsto watch
Kristin
3/11/2015 SA & AS
Leadership
Promote
Video
Communication
 Promote video#1;encourage
teamsto watch
Kristin
3/11/2015 All Sales Video #2:
How Sales &
Rentals Work
Together
Training
 Article inweeklysalesnewsletter
promoting Video#2– Meetthe
team
 Explainrelationshipand
interdependencesbetweensales
and rentals
 Educate on how/whentoget
customersoverto Rentalsforhelp
Kristi & Kristin
Rentals Awareness CampaignCommunication& Training Plan February / March 2015
3
3/12/2015 PA
Leadership
Promote
Video
Communication
 Promote thisweek’svideo;
encourage teamstowatch
Kristin
3/16/2015 ACQ
Leadership
Promote
Video
Communication
 Promote video#3;encourage
teamsto watch
 Put inplugfor live eventnextweek
Kristin
3/18/2015 All Sales Video #3:
Rentals
Mythbusters
Edition!
Training
 Article inweeklysalesnewsletter
promotingVideo#3– Rentals:
Mythbusters Edition!
 Use commonmisconceptions
identifiedinthe initial researchto
developvideoanddebunk
Kristi & Kristin
3/18/2015 SA & AS
Leadership
Promote
Video
Communication
 Promote video#1;encourage
teamsto watch
Kristin
3/19 PA
Leadership
Promote
Video
Communication
 Promote thisweek’svideo;
encourage teamstowatch
 Plugto attendnextweek’slive
event
Kristin
3/25/2015 Bellevue
Office
LifeSize
event
Training <provide lunch / 11-12 noon>
 60 minute “OpenHouse”type of
eventtomeetthe team,ask
questions
Kristi, Kristin,
Peter
idea
3/26/2015 Den ACQ
Team
LifeSize
event
Training
 30 minute “OpenHouse”type of
eventtomeetthe team,ask
questions
Kristi, Kristin,
Peter
idea
Rentals Awareness CampaignCommunication& Training Plan February / March 2015
4
3/27 SF ACQ Team In-person
Event
Training
 30 minute “OpenHouse”type of
eventtomeetthe team,ask
questions
Kristi, Kristin,
Peter
idea
3/31 Rentals &
Training
Team
Debrief
Session
 Reflectonmonthlongcampaign
and efforts
 Nextstepsformeasurementand
reporting
Kristi, Kristin,
Peter
Idea

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Example Communication & Training Plan

  • 1. Rentals Awareness CampaignCommunication& Training Plan February / March 2015 1 Project Overview Recent feedback suggests that the majority of Agent Sales associates claimto know little or nothing about the purpose of the Rentals team at Trulia. In an effort to enhance the customer experience and improve retention, the Rentals and Sales Training teams have partnered to plan, develop and implement an awareness campaign across the Bellevue, Denver and San Francisco office in March 2015. Calendar of Events & Deliverables Date Audience Item Description/Purpose File Responsibility Status 1/15/2015 Rentals & Training Team Agent Sales Feedback Research  Identifiedcommonmisconceptions and questionssalesrepresentatives have across all Salesoffices Cross-Office_Rental s_Feedback.docx Kristin Complete 1/27/2015 Rentals Team Feedback Review Review  Team reviewedstatementsand questionsgatheredinresearch N/A Kristi & Team Complete 2/7/2015 Rentals Team Plan Review & Signoff  Team reviewsandsignsoff on communicationandtrainingplan for SalesandService N/A Kristi & Team Complete Week of 2/16/2015 Agent Sales Leadership Leadership Awareness & Approval Communication  Leadershipandmanagementsigns off on communicationandtraining planfor Sales& Service inbusiness line meetings N/A Kristin In progress 2/25/2015 All Sales Agent Sales Flash Article Communication  Article innewsletterpromoting monthlongcampaigndedicatedto Rentalsteamawareness  ComingNextweek:Meetthe Team! Kristin
  • 2. Rentals Awareness CampaignCommunication& Training Plan February / March 2015 2 3/2/2015 ACQ Leadership Promote Video Communication  Promote thisweek’svideo; encourage teamstowatch Kristin 3/4/2015 SA & AS Leadership Promote Video Communication  Promote thisweek’svideo; encourage teamstowatch Kristin 3/4/2015 All Sales Video #1: Meet the Team Training  Article inweekly salesnewsletter promoting Video#1– Meetthe team  Purpose of team  Categorizedbyregion  Promofor nextweek’svideo Kristi & Kristin 3/5/2015 PA Leadership Promote Video Communication  Promote thisweek’svideo; encourage teamstowatch Kristin 3/9/2015 ACQ Leadership Promote Video Communication  Promote video#1;encourage teamsto watch Kristin 3/11/2015 SA & AS Leadership Promote Video Communication  Promote video#1;encourage teamsto watch Kristin 3/11/2015 All Sales Video #2: How Sales & Rentals Work Together Training  Article inweeklysalesnewsletter promoting Video#2– Meetthe team  Explainrelationshipand interdependencesbetweensales and rentals  Educate on how/whentoget customersoverto Rentalsforhelp Kristi & Kristin
  • 3. Rentals Awareness CampaignCommunication& Training Plan February / March 2015 3 3/12/2015 PA Leadership Promote Video Communication  Promote thisweek’svideo; encourage teamstowatch Kristin 3/16/2015 ACQ Leadership Promote Video Communication  Promote video#3;encourage teamsto watch  Put inplugfor live eventnextweek Kristin 3/18/2015 All Sales Video #3: Rentals Mythbusters Edition! Training  Article inweeklysalesnewsletter promotingVideo#3– Rentals: Mythbusters Edition!  Use commonmisconceptions identifiedinthe initial researchto developvideoanddebunk Kristi & Kristin 3/18/2015 SA & AS Leadership Promote Video Communication  Promote video#1;encourage teamsto watch Kristin 3/19 PA Leadership Promote Video Communication  Promote thisweek’svideo; encourage teamstowatch  Plugto attendnextweek’slive event Kristin 3/25/2015 Bellevue Office LifeSize event Training <provide lunch / 11-12 noon>  60 minute “OpenHouse”type of eventtomeetthe team,ask questions Kristi, Kristin, Peter idea 3/26/2015 Den ACQ Team LifeSize event Training  30 minute “OpenHouse”type of eventtomeetthe team,ask questions Kristi, Kristin, Peter idea
  • 4. Rentals Awareness CampaignCommunication& Training Plan February / March 2015 4 3/27 SF ACQ Team In-person Event Training  30 minute “OpenHouse”type of eventtomeetthe team,ask questions Kristi, Kristin, Peter idea 3/31 Rentals & Training Team Debrief Session  Reflectonmonthlongcampaign and efforts  Nextstepsformeasurementand reporting Kristi, Kristin, Peter Idea