Enagagement Process
Partner & Client Engagement Process
We work with both our valued partners and direct customers to deliver tailored training solutions that fit the organisation’s needs. Our Engagement Process ensures a clear, simple path from initial consultation through to training delivery. Here's how it works:
Discovery & Consultation
We start by understanding the business, team, goals, and technology environment. This helps us recommend the best training approach.
Choosing the Delivery Method
We offer flexible training options, including remote, in-person, or a blended delivery model, based on what works best.
Customising the Content
Our training is never one-size-fits-all. We tailor the content to align with systems, workflows, business processes, and skill levels.
Training Delivery
Our experienced trainers deliver the sessions, supported by user guides, instructional videos, and optional training recordings (full or segmented) for ongoing learning.
Post-Training Support
We provide flexible, on-demand training resources and can assist with onboarding new staff by supplying easily accessible content for future use.
Partner Engagement
At InTele Training, we partner with leading vendors and partners to deliver exceptional training solutions. Below is a clear breakdown of how our engagement process works.
- 1. Initial Opportunity Identification
A partner refers a training opportunity—such as a new system rollout, user adoption support, or refresh training.
- 2. Scope Assessment
- Direct Client Engagement: If the training fits within an existing course, we contact the client to schedule sessions directly.
- Adoption Meeting: For more complex needs, we hold a meeting to assess and customise the training approach.
- 3. Quotation Process
- Partner Pricing: After defining the training scope, we provide a quotation to our partner at their partner buy price.
- Client Pricing Options:
- The partner may then quote the client at the recommended retail price (RRP).
- Alternatively, we can quote the client directly at RRP, with the partner receiving a referral fee for their involvement.
- 4. Training Scheduling & Scoping
Once quote is accepted:
- Training is scheduled.
- Scoping meetings (if not already done) are held to finalise logistics and ensure alignment.
- Additional scoping may occur throughout the engagement, if needed.
- 5. Bespoke Training Services
- Stakeholder Training: Ensures key decision-makers understand and support the training approach
- Bookings Page: Set up for organisation-wide scheduling.
- Training Recordings: Session or segmented recordings with feedback included.
- User Guides: Custom documents to support users.
- Post-Training Surveys: Collect participant feedback.
- 6. Ongoing Communication and Adjustments
Regular client meetings to review feedback, monitor progress, and adjust the plan as needed.
- 7. Feedback
Feedback shared with all relevant parties—partner, distributor, or client—for continuous improvement.
- 8. Client Satisfaction and Advocacy
We aim to ensure every client becomes a training advocate, championing both InTele and the partner who engaged us.
Client Engagement
At InTele Training, we’re committed to delivering a tailored training experience that fits your systems, staff, and strategic goals. Here's what you can expect when you work with us:
- 1. Adoption Meeting
If your training requirements extend beyond our standard offerings or need customisation, we’ll arrange an adoption meeting.
📌 Purpose:
- Understand your objectives
- Review your current systems
- Identify unique training needs
- Together, we define a tailored training approach that meets your organisation’s goals.
- 2. Stakeholder Training
We recommend stakeholder training sessions to ensure key decision-makers:
- Understand the system’s functionality and capabilities
- Are aligned with business process changes
- Can provide critical feedback on the training program This step helps secure organisational buy-in and ensures the solution fits your environment.
- 3. Training Scheduling & Scoping
Once the quote is approved:
- We schedule your training sessions
- If needed, a scoping meeting will be held to finalise delivery details
- Additional check-ins can occur throughout the project to keep everything on track
- 4. Bespoke Training Services
We offer a range of value-add services depending on your needs:
🗓️ Bookings Page
A custom online bookings portal to manage multiple sessions for your teams.🎥 Training Recordings
Session recordings or segmented video content created using participant feedback.📘 User Guides
Tailored, easy-to-follow guides to support staff after training.📋 Post-Training Surveys
Short surveys to collect insights and measure training effectiveness.These services enhance engagement, retention, and scalability of your training solution.
- 5. Ongoing Communication & Adjustments
We keep you in the loop. Regular updates and meetings are used to:
- Review feedback
- Track training progress
- Adjust the delivery as required
Our agile approach ensures the training continues to meet your evolving needs.
- 6. Feedback & Satisfaction
Your feedback matters. We:
- Capture insights during and after sessions
- Make relevant updates to training materials
- Aim to exceed expectations at every stage
⭐ Our goal is for you to walk away informed, empowered, and confident
Practical Training That Delivers Lasting Value
Our sessions go beyond theory. We focus on real-world application, using plain language and relatable scenarios to boost confidence and capability. Whether you're rolling out new platforms or refreshing existing tools, we design training that sticks.
From first-time users to seasoned staff, our flexible formats and expert delivery help teams adapt quickly, reduce support needs, and get the most from their tech investments.
