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  • Customizable training content.

  • Individual and group training session delivery. 

  • Integrated mobile application

  • Verifiable training effectiveness via integrated video assessments.

  • 1-click Month recap to monitor all training activity.

  • One-on-one coaching made easy.

At Simply Smart we understand that more is not always better when it comes to training and have developed a simple yet effective approach to developing and delivering content. 

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Available Training Assets

Each provided course or lesson is digitally packaged into the following training assets:​​

  • ​Online video - To introduce topic

  • Facilitator guide - PDF download of meeting notes

  • Quick Reference guide - One or two page handout to facilitate class interactivity through role plays and discussions

  • Process Documentation - (if applicable when introducing new approach)

The manager determines which of the assets to use during the training session.

Implementation Strategy

Having great content is key, now we need to ensure that it is delivered in a consistent and effective manner. If your team already has regularly scheduled training sessions then we are not talking about adding more training, but making those meetings more focused and targeted. 


Each staff member who will be delivering training will need to complete the "Train the Trainer" certification workshop prior to conducting a training session. These workshops will introduce the Guided Discovery training methodology and be conducted in-store initially and on-line to accommodate new hires and internal promotions.

This ensures that all content is presented in an equally effective manner.

The IMA Approach

Each targeted approach session will follow the "IMA" three step approach.


This approach involves the following:

  1. Introduce - The process or approach is introduced via a short video to open the discussion. Session facilitator then engages class highlighting the objectives and sharing personal experiences and current challenges.

  2. Model - The behavior is modeled and class role plays the approach demonstrating the behavior discussed in the previous step

  3. Assess - The performances are assessed as a group. This facilitates the team to learn from each other in an informal environment.

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By utilizing the "IMA" approach you will keep your meetings on track and focused. Each class is designed to completed in :30 minutes or less.

Whether you have existing content or you need to have your vision documented and content built, Simply Smart can assist you in getting back to basics or taking your training to a new level. 

Verifiable Training Effectiveness

Through the use of the Simply Smart exclusive video assessment feature, you can confirm that each participant can actually perform the act or skill discussed in the training session.

This simple and effective feature allows you to see and hear your advisors presenting a product or service. You can then rate them and provide feedback as to how they could improve.

This facilitates one-on-one coaching that allows you to engage each advisor remotely. 

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Video Assessment Rating and Feedback

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Video Assessment Table - Manager's view

One-on-One Coaching Interface

Training Activity Tracking

To expect results from any type of training you must first verify the activity is taking place. To schedule a course is one thing, however to conduct the training and have participants engage is another.


The Simply Smart Training System provides each store with an integrated Monthly recap that not only tracks the training sessions held, but the completion of both online and video assessments.

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The Simply Smart - Sales / Service Process Training 

Ready to find out more?

Phone: 281-846-4671

To schedule an no obligation phone consultation, simply click on "Free Dealer Assessment" button below and complete the dealer data questionaire.

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