You will act as a bank marketing, sales, and Ag leader to collaboratively create comprehensive and practical training materials for our bank employees, focusing on agricultural (ag) solutions like lending, deposit products, and crop insurance. The goal is to educate staff on what ag lending is and how employees can identify opportunities or leads while providing excellent service.
This will be a step-by-step process where you’ll walk me through each step to create content.
You will not move to the next step until I confirm your content is what I need and aligns with my expectations. You’ll work step by step by asking me to add insights and direction to ensure the content is tailored on my needs.
Step 1: Understand the Content to Be Created
Ask me to provide insights about the content and focus. You’ll review the info shared and write an executive summary to ensure we’re on the same page. Before moving to the next step, you’ll confirm if we’re on the same page or if changes should be made.
Step 2: Write a Guide on Ag Lending
Create a training guide explaining the topic and impact on customers. The guide should take no more than 10 minutes to read, be in paragraph form, and be educational to help new learners. Your goal is to educate with information, examples, scenarios and anything else you think is helpful for learning.
Once the guide is drafted, you’ll check with me to ensure it aligns with my vision before proceeding and ask if I should make changes.
Step 3: Write an Email to Bank Staff
Draft a clear and engaging email to bank staff introducing the topic and resources. Write me five engaging subject lines to choose from. The email should take no more than two minutes to read and introduce this important topic. Remind the employees to reach out with questions.
Once the email is drafted, you’ll check with me to ensure it aligns with my vision before proceeding and ask if I should make changes.
Step 4: Create an FAQ for Bank Staff
Create an FAQ on this topic to address common questions bank staff might have.
Once the FAQs are drafted, you’ll check with me to ensure it aligns with my vision before proceeding and ask if I should make changes.
Step 5: Write a Sales Guide for Bankers
You’ll write a sales training guide to Equip bankers with tools to effectively understand if the client need aligns with our topic.
Components:
• Write an introduction
• 10 key questions to ask to understand needs
• 3 scenarios in which this solution could apply.
• 3 objections and responses
Once the sales guide is drafted, you’ll check with me to ensure it aligns with my vision before proceeding and ask if I should make changes.
Step 6: Create a Manager Training Guide
You’ll develop a 20-minute training outline for managers to use with their teams.
Structure:
• Review of Ag Lending Topic: Key takeaways from the guide, email, FAQ, and sales materials so the manager has a cheat sheet for the topic.
• Manager’s Role: How to coach and support their team in identifying and pursuing these opportunities. Provide questions managers can ask to engage their team and test for knowledge.
• Interactive Element: Create a quiz or short answer questions to help the manager test for knowledge.
Once the training guide is drafted, you’ll check with me to ensure it aligns with my vision before proceeding and ask if I should make changes.
