Project Overview

The Modal Cycle Zero Training Suite was developed to equip Field Officers (FO) and Business Partners (BP) with the technical knowledge and communication skills required to launch a flexible, short-tenor financing product for women entrepreneurs. Taking an end-to-end instructional design approach, the core strategy focused heavily on the user journey—addressing the operational pain points of the field staff while ensuring they can build trust seamlessly with new clients.

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1. Strategic Objectives

The training program was designed to ensure the field team could confidently execute the product rollout by achieving three main goals:

  • Align on Value: Clearly define the product's unique selling points (e.g., 1-day disbursement, no collateral, flexible 1-12 month tenors) to motivate the team and align them with the mission.
  • Drive Operational Efficiency: Anticipate technical hurdles and equip the team to handle digital onboarding and troubleshooting independently, reducing friction in the conversion funnel.
  • Build Client Trust: Transform Field Officers from standard salespeople into "trusted advisors" by improving their soft skills and objection-handling techniques.

2. Instructional Design & Methodology

To cater to different learning styles and operational realities, I structured the curriculum around a multi-modal learning strategy:

  • Establishing the Foundation (Video Lectures): Focused on the "What" and "Why." By clearly differentiating Cycle 0 from subsequent product cycles, this phase ensures the field team understands the core benefits and target audience.
  • Mapping Friction Points (Motion Graphics): To solve technical hurdles before they become blockers, I developed visual-heavy "Motion Scripts." These procedural guides address high-friction scenarios in the AmarthaFin and BP Apps, such as handling GPS errors ("Anda di luar area Point"), app navigation, and resolving stuck applications.
  • Bridging the Soft Skills Gap (Simulations): A product is only as good as its delivery. I designed realistic simulation scripts to guide FOs through client socialization. This includes practical techniques for building initial rapport, handling objections regarding loan installments, and explaining the group-based Kumpulan model as a support system.

Summary of Content Structure

  • Lecturing Modules: High-level product overview, unique selling points, and differentiation strategies.
  • Scenario-Based Motion Scripts: Step-by-step visual guides for AmarthaFin digital onboarding, BP App task management, and technical issue resolution.
  • Interactive Simulations: Practical, script-based walkthroughs for client socialization ("first touch") and the self-assessment onboarding process.