Communicate for Impact programme 
 with in-house teams

For more consistency, clarity and confidence

You can work with me in whatever capacity is best for you and your team. Your options are:

BRONZE 

Programme only 


SILVER  

Audit +
 Programme  

GOLD

Tone of Voice Guidelines +
Audit + 
Programme

The programme includes:

6 x Modules

5 x Assignments

Tailored feedback on every assignment

6 x live team coaching hour-long calls: ask questions, learn from your colleagues and share ideas
 
Reminder emails to reinforce and support your new way of communicating

CPD Certificate: estimated 12 hours of CPD

Silver: Audit + Programme:

This level includes:

AUDIT
Using a scorecard, I will assess a range of your key client-facing communications for:

1. What's being said:
 explanations of technical concepts, effectiveness of requests and whether the communications are pitched at the correct level for the reader.
2. How it's being said:
tone, style and structure.

+

PROGRAMME 
6 x Modules
5 x Assignments
Tailored feedback on every assignment
6 x live team hour-long coaching calls: ask questions, learn from others and share ideas
Reminder emails to reinforce and support your new way of communicating
CPD Certificate: estimated 12 hours of CPD

TONE OF VOICE GUIDELINES

To achieve consistency across your communication, I will work with your team to create guidelines. They will reflect your brand and how you'd like your clients to experience your service. Your team can then refer to them to ensure they strike the right tone.

AUDIT
Using a scorecard, I will assess a range of key client-facing communications for:
What's being said:
explanations of technical concepts, effectiveness of requests and whether the communications are pitched at the correct level for the reader.
How it's being said:
tone, style and structure.

+

PROGRAMME

6 x Modules
5 x Assignments
Tailored feedback on every assignment
6 x live team hour-long coaching calls: ask questions, learn from others and share ideas
Reminder emails to reinforce and support your new way of communicating
CPD Certificate: up to 12 hours of CPD


"I have really enjoyed this programme as it has helped me with my report writing and emails. I now think about what is important to the client and not to me/us, use simpler explanations and have regularly used the tools and tests when writing out more complex info in reports.

I would definitely recommend it for Paraplanners/aspiring Paraplanners. Overall 9/10"

Alex Burrows Paraplanner, 
E Paraplan
"I’d been struggling for a while with knowing where to start when explaining a technical concept. Then Melissa showed me how to begin so that the client cares about what we’re saying and can easily understand it.

I now don’t have to spend so long writing multiple drafts as I have saved useful wording from the Translation Toolbox. Whenever I’m not sure where to start, it is my go-to resource."

Zoe Flynn, Paraplanner
Unity Paraplanning
"Melissa Kidd is nothing short of a writing genius. Her ability to condense detailed technical concepts into more client friendly readable content and teach us how to do it too, is quite literally astounding! 

And what is more, this is achieved without losing any of the importance or meaning. I highly recommend this programme, to help improve your client communications and efficiency." 

Andrew Findlay, Director 
Impartial Financial Advice Ltd

BRONZE
is ideal for your team if...

SILVER
 is ideal for your team if...

GOLD 
is ideal for your team if...

You already have tone of voice guidelines.

You want to ensure that your team has a consistent voice. And you want to skill up your team so that they can explain technical concepts to everyone - from vulnerable clients to experienced investors.
You'd like to ensure that the course is addressing the gaps within your firm.



The supportive, fortnightly live Q&A calls over 3 months are useful deadlines for you to submit your assignments so you can build momentum seeing results as you go. 

If you value tailored individual feedback on your assignments, highlighting your strengths and making suggestions to improve the clarity and likelihood of engagement this is a great option.

If you have very different personalities within your firm, it can make the paraplanner's job of report writing very challenging.


Frequently asked questions

How much work and time is involved?

Can your team commit to 2 – 2.5 hours per fortnight to attend and complete the programme? This will include watching the videos, completing the short exercise and attending the coaching session.

If you believe this is manageable: I would suggest that we schedule the coaching calls fortnightly. The idea is that they will have completed the module and assignment. After the call, the next module will be released. This keeps up the pace and momentum. And it means that the programme will be completed in around 3 months. 

If you believe that it's not manageable we can extend the time frame of the course so that 2 – 2.5 hour per month. This means that the course will be completed in around 6 months. And we want to avoid year end!

How much is it per head?


It's £697

What's the best group size?


Ideally around 6 people but 4 people is the minimum number. Please ensure that all of them are involved in communicating with clients or advisers.

How long do we have access to the course for?


1 year.

However, you can download the tools which contain the key principles, frameworks, extra examples and further resources so you’ll have those forever. You’ll also receive reminders via email to help you integrate the new way of writing and communicating in meetings.


Is it possible to sample some of the material first?


Yes.

I'd recommend that you sign up to the "How to get faster responses without chasing" webinar. This forms part of the Action module. You can register here for the FREE session which runs regularly.


As the Director/Manager am I invited to join the coaching calls?


You are invited yes – it can mean that some of the team may not be as candid with their struggles or challenges. I’d suggest you attend some but not all.  It's really helpful to have a team leader or Operations Manager on the call to help ensure the ideas translate into action.

Can we tailor the assignments so that they are bespoke to our firm?

Yes. There will be an extra fee for this work which we can discuss.

Can you invoice us rather than pay through the platform?


Yes 

Our firm’s policy states that we can’t use Zoom.


That’s fine, we can use another platform such as Teams.

Can you submit a proposal please?


Yes – although I'd like to have a conversation first to ensure we're a good fit. Please drop me a line to arrange this: melissa@motem.co.uk

 Let’s be real. It takes a bit of effort and focus to achieve results. But, you’re already putting in the effort, right? This method has been been shown to increase engagement and efficiency, however it's up to you and your team to put the work in. I believe in hard, smart work.  The results you get are dependent on your effort, your priorities and the time you invest.
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