Sales Enablement
eLearning Simulation Mockup

Target Audience: Sales representatives
Terminal Objective: Craft the perfect follow-up email without sounding annoying
Responsibilities: Instructional design, e-learning design and development
Tools Used: Adobe XD, Adobe Illustrator, Microsoft PowerPoint
Development Time: 8 hours

This course is based on the Hubspot article, How to Send the Perfect Friendly Reminder Email (Without Being Annoying) by Katrina Kirsch. During the project, I applied learning theories and instructional strategies to create an engaging and clear self-paced eLearning simulation mock-up intended for development in Articulate Storyline. I created all visual assets, slide mockups, scripts, and programming notes. I also conducted visual branding research to ensure the visual design, including illustration styles, color palettes, and fonts, met the client’s style guide. Preview the project below!

Slide 1

(~30-45 seconds)

[The video would be developed using Vyond or a similar animation program}

After weeks of planning, you’ve finally put together the perfect team to present at the annual sales conference.

[Three quick frames of employee happily preparing for an upcoming event in an office setting: 1. typing on computer at desk, 2. making a phone call, and 3. excitedly pointing to an event flyer hanging on the wall next to their desk]

There’s just one problem. You didn’t get a response from one of your cross-country colleagues!

[continued scene: Employee turns from poster and looks in the direction of a clock, then back at computer, nervously]

Most of us have endured waiting for a response to an urgent request as well as the anxiety of figuring out how to send a follow-up email that won’t annoy our recipients.

[Employee sitting at computer desk looking anxious and typing, clearly not succeeding at sending a follow-up email]

But reaching out again doesn’t have to be a time-consuming and painful process!

[Employee looks up at camera with an interested expression]

Oftentimes, a polite and friendly nudge is all someone needs to take care of a missed payment or upcoming event. With the right tone and timing, you’ll be able to craft a follow-up email your recipients can’t resist.

[Split screen of employee sending a cheery follow-up email and recipient beaming as they open it and begin to respond]

Let’s get started!

The hamburger menu is controlled with master slide layers and animations. When opened, an X appears in place of the hamburger (three parallel lines), so that the learner can close the menu. The navigation options include Exit Course, Restart Course, Course Credits, and Save Job Aid.

Learners must watch the video to enable the “Next” button.

Slide 2

This slide uses a slider to show the guidelines for time ranges. As the learner drags the slider forward and back, a variable adjusts to the number of days the learner lands on. Triggers are set to hide and display the various time ranges according to the number of the variable. A variable reference also shows the number of days that correspond to the slider.

Slide 3

This slide uses hotspots to engage the learner and break down the five main elements of a successful follow-up email. Each part of the email (subject line, greeting, context, request, and sign-off) is actually a button that contains hover states (as indicated by the yellow borders). When a learner selects these parts, pop-up boxes fade in with more information (as shown). A trigger opens each pop-up box, and learners can close pop-up boxes by selecting X, which contains a trigger to hide the slide layer. Learners must select all five elements to enable the “Next” button.

This slider also includes a brief survey question to integrate learners’ prior experience as both a recipient and sender. This interaction helps learners better connect their new knowledge and also instills more confidence and motivation in learners. Responses include hover states (shown below) to nudge learners to select a choice. When learners select their response, the mentor character and dialogue bubble slides up from the text box. This effect is done with a trigger that opens new slide layers and entry and exit animations using motion paths.

Learners must drag the slider and answer the question to enable the “Next” button.

Slide 4

This slide uses hotspots to engage the learner and break down the five main elements of a successful follow-up email. Each part of the email (subject line, greeting, context, request, and sign-off) is actually a button that contains hover states (as indicated by the yellow borders). When a learner selects these parts, pop-up boxes fade in with more information (as shown). A trigger opens each pop-up box, and learners can close pop-up boxes by selecting X, which contains a trigger to hide the slide layer. Learners must select all five elements to enable the “Next” button.

This slider also includes a brief survey question to integrate learners’ prior experience as both a recipient and sender. This interaction helps learners better connect their new knowledge and also instills more confidence and motivation in learners. Responses include hover states (shown below) to nudge learners to select a choice. When learners select their response, the mentor character and dialogue bubble slides up from the text box. This effect is done with a trigger that opens new slide layers and entry and exit animations using motion paths.

Learners must drag the slider and answer the question to enable the “Next” button.

The learner must fill in each element of the email correctly in order to move on. Although this knowledge check functions like one question, the five parts are structured like a five-part branching scenario using triggers and variables with separate slides for each part.

Although each question is on a new slide, each question mirrors the previous slide for a seamless transition through the email. The bulk of the change in each slide involves the word bank and the drag-and-drop functionality (including variables and triggers to direct the learner to their next path). Slide transitions would appear as if the email is scrolling down.

Slide 5

  1. Wrong Tone Feedback (note: if a learner chooses any of the wrong tone options within each question, they will automatically fail the question and receive this feedback): Unfortunately, the tone of your email doesn’t sit right with Jamila, and she ends up not responding. Try again?
  2. Wrong Subject Line Feedback: Your email arrives in Jamila’s inbox, but she forgets to read it, and it soon becomes buried. Try again?
  3. Wrong Context Feedback: Jamila sees your email, but unfortunately, she can’t tell what the email pertains to or what she needs to do. Try again?
  4. Wrong Request Feedback: Jamila reads your email, but unfortunately, she doesn’t realize she needs to respond in a timely manner, leaving you waiting again. Try again?
  5. Wrong Timing Feedback
  6. Too early: Jamila receives and reads your email, but unfortunately, it’s too late for her to RSVP, and she ends up missing the meeting altogether. Try again?
  7. Too late: Jamila receives and reads your email, but since the meeting is still far in the future, she puts off RSVPing and forgets to reply altogether. Try again?

The job aid would consist of a downloadable pdf using the simplified slides on timing and tone (Nailing the Right Timing and Anatomy of a Follow-up Email).

The course credits would link back to the original Hubspot article, How to Send the Perfect Friendly Reminder Email (Without Being Annoying) by Katrina Kirsch, and credit any copyrighted media. All the images are adapted from Adobe Stock and do not need to be credited.