Enterprise sales enablement platform rollout

Cross-organization collaboration to launch game-changing tech

Over the years, our client’s training content, sales material, and communications ecosystem grew organically, with much content siloed across different departments and branches of the organization. Due to our superior service and strategic expertise creating and managing a portion of this content, we were invited to help launch an enterprise sales enablement platform that would consolidate their entire ecosystem in one place.

Over the course of more than a year, I worked with a small but dedicated team including multiple departments in my own firm, multiple departments across the client’s organization, and third-party vendors to design the user experience, migrate content, promote the platform, and onboard users.

  • Fortune 40 healthcare company

  • Content strategist and writer

  • Q2 2024–Q2 2025

  • e-Learning courses, job aids, technical documentation, demo videos, promotional emails, web copy

  • Successfully rolled out new platform for 50,000+ new users

Sample available upon request

Business need

  1. Increase agent engagement with training, marketing, and sales materials—the use of which was correlated with a significant sales lift.
  2. Position our client as a partner of choice for agents due to simplifying their sales experience with best-in-class technology and training.
  3. Empower agent leadership to support sales performance with in-depth analytics and easier resource sharing.
  4. Drive brand affinity through a more personalized experience by agent channel.

My roles

Strategy

This was a giant strategic undertaking involving coordinating with multiple stakeholders and understanding the technical underpinnings of old and new platforms. I participated in multiple interdepartmental and cross-organizational working groups per week for the better part of a year for this project. It required creating a content architecture from scratch for a broad range of stakeholders, content, and user channels we had never worked with before in a sophisticated new content management system. It also involved solving for problems month in advance and navigating numerous last-minute, unforeseen technological and human roadblocks along the way.

Execution

The practical implementation required wearing multiple hats. I helped organize and migrate content into the new system, and I wrote a wide range of educational and promotional content to help prepare administrators and users alike for the platform rollout and to help them learn how to use it.

Process and approach

  • Create overall rollout plan (design, testing, pilot, launch, post-launch)
  • Design content architecture (where content lives, content hierarchy and tagging)
  • Make plan for surfacing and promoting content
  • Migrate content to new platform
  • Create promotional plan
  • Plan and hold testing, analyze results
  • Develop job aids, e-learning courses, demo videos, and other training materials
  • Help design layout and write copy for product pages
  • Help design seasonal experiences and content for different channels

Solutions delivered

My team delivered:

  • Content and promotional strategies
  • Analytical performance reviews
  • Promotional materials
  • Training plans
  • Web design
  • User experience consultation
  • And more.

Results

Our support helped administrators, market leaders, and tens of thousands of sales agents start using the platform. Not only that, but we achieved this while coordinating it with the simultaneous rollout of Salesforce CRM and a new marketing materials platform and running a sizzle campaign to promote this sudden technological evolution.

Skills and tools used

Content strategy

Creative pitching

Content writing

Cross-team collaboration

Highspot sales enablement platform

Reflections

Never underestimate the enormous cost and time it takes to launch enterprise software.

Come to the table with a plan, but don’t expect it to survive unchanged.

Focus only on what you have control over in an enterprise software rollout.

Samples

Available upon request

This project contains proprietary materials for the eyes of serious prospective employers only.

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