Mutual of America – a retirement plan provider focused on nonprofits and small-to-midsized businesses – has built its service model, and reputation, on personal attention. What started out as a small 20 page printed playbook that was shared with the sales team on how to build more business through the use of strategic social media practices, transformed into much more. We developed a simple brochure style landing page to help the user drill down to what they need faster and easier; to a whole new brand guide system, a plethora of printed sales collateral, an EOY financial recap and projections for next year printed booklet for the board members’ annual meeting; an enterprise sales enablement system that can be viewed by role and by sales stage filled with hundreds of branded sales sheets and varying collateral - all curated, developed, and designed by our lean team of 3.
+ Landing Mock
+ Printed Booklet Snippets
+ LiveBase Interface
LiveBase
My team and I worked with Mutual of America to develop an assortment of materials designed for use in virtual meetings, providing the sales team the next best thing to being in the same room with clients.
The solution, LiveBase, an enterprise sales enablement system that can be viewed by role and by sales stage, helping ensure sales people always have the right materials available at the right moment in the sales cycle. The result is a solution that guides salespeople and facilitates sharing of best practices, empowering the entire team to work smarter by doing more of what’s successful.
