When your team feels ready,
your customers feel it too.
Retention-first training for tellers, associates, and reps. Built so the product they trained on in January is still in their head when the customer asks in May.
+18%
avg revenue per rep, 90 days post-rollout
−43%
new-hire time to full productivity
+11pt
CSAT lift, retail & banking cohorts
Your reps forget 70% of what you trained them on within 30 days.
This is not a motivation problem. Human memory, left alone, decays sharply in the first week and keeps decaying after that. Every product launch, every compliance update, every cross-sell script — gone.
Spaced recall — short, frequent practice timed to fight the decay — locks the material in. The same brain that forgets 70% in 30 days remembers 95% with practice that takes 4 minutes a day.
Knowledge retention over 30 days
Curves illustrative. Traditional training based on Ebbinghaus retention (1885, replicated 2015). FactSumo curve from customer cohort, n = 14,200 learners, 2024.
30%-retention training has a price tag. It's not on the LMS invoice.
It shows up as flat revenue per rep, ramp times that keep slipping, and CSAT scores that don't match the training spend. Here's what an average 200-rep team is leaving on the table.
Lost revenue per rep, per year
A teller or associate who can't confidently pitch the new product line averages ~3 missed cross-sells per week. Multiplied across 200 reps, that's $680K/year you already paid the salary for.
Avg. new-hire ramp to full quota
Industry benchmark for retail and contact-center reps. Every week a new hire isn't fully productive is a week of payroll cost without the corresponding revenue.
CSAT delta when a rep can't answer
When a customer asks a product question and gets 'let me check on that,' satisfaction drops 14 points on the same interaction. Repeat business follows.
For a 200-rep team
Conservative estimate of annual cost: $1.2Min lost revenue, productivity, and customer churn — before you count the LMS license you're already paying for.
Sources available on request. Sandler Research, Gartner CSAT 2024, customer benchmarks.
Practice that fits between calls. Dashboards your manager actually opens.
Bite-sized practice between customers
4 minutes between the last call and the next. 5 minutes before opening the branch. 8 minutes during a slow afternoon at the store.
- Mobile-first — works on the floor, not just at a desk
- Adaptive: each rep practices what they're weakest on
- No timed sessions — picks up where they left off
Manager dashboards by product line
See readiness on the new mortgage product across all 14 branches. Drill into the team that's lagging. Know who needs a side-by-side before the launch goes live.
- Readiness scores per rep, per product line
- Heat map across regions, branches, or stores
- Auto-flag when a rep's score drops below threshold
Decks generated from your product docs
Drop in the product launch deck, the FAQ doc, the script. AI writes the practice. Your enablement team reviews, approves, ships — same week the product does.
- Pulls from PDFs, Notion, Confluence, Google Docs
- Generates scenarios, objections, and edge cases
- Review & approval workflow before learners see it
One number each. Both real.
“We launched a new HELOC product in March. Tellers were practicing it on FactSumo the week before. By April, branch-level cross-sell was up 22% on that line — and it stuck through the summer, which is the part that never used to happen.”
Derek Kwon
VP, Branch Sales & Service · Regional bank, 340 branches
“Our associates used to take 11 weeks to hit full quota on the floor. With FactSumo running daily during their first month, that dropped to 6. Multiply that across 400 hires a quarter and the math gets uncomfortable to talk about with anyone except finance.”
Sandra Pereira
Director of Field Training · National retail chain, 1,800 stores
50 reps live in week one. 500 reps live in month one.
We've rolled out enough sales teams to know the bottleneck isn't the software — it's getting your product docs into shape. We do that part with you. Here's what a typical week one looks like.
Days 1–2
Kickoff & doc ingestion
- 60-min kickoff with your enablement lead
- Upload product docs, scripts, FAQs
- AI generates first 3 practice decks
Days 2–3
SME review
- Your SMEs approve generated content
- Tweak tone & terminology
- Set readiness thresholds per product
Day 4
Manager onboarding
- 30-min walkthrough for branch / store managers
- Dashboard tour, rep assignment
- Set daily practice cadence
Day 5
Reps go live
- Reps practice on day one
- First readiness data flowing by EOD
- Weekly office hours scheduled
Week 1
Pilot region (~50 reps) goes live. Same week-one playbook as above.
Weeks 2–3
Expand to all regions. Localize content per market. Train regional managers on dashboards.
Week 4
Full org live. First org-wide readiness report. SSO & HRIS sync complete.
Dedicated customer success manager runs the rollout. You bring the docs and the SMEs; we bring the playbook.
Talk to our team.
30 minutes. We'll model the cost of forgetting on your team size, walk through what week one looks like, and show you the dashboard your branch or store managers will actually open.
- Custom revenue-impact model based on your numbers
- Pricing & rollout plan within 24 hours
- Reference customer in your industry on request