Kathy
Tatelbaum

12 Rise 360 modules released weekly — each under 5 minutes, focused on a single AI skill learners could apply immediately. Topics progressed from AI basics through prompt crafting, summarization, brainstorming, writing assistance, and ethical use.

Each module was distributed via a branded company-wide email including that week's challenge, a leaderboard update, and a direct link to the Rise module — no LMS login required. Designed for zero-friction access.

A gamified engagement layer awarded points for completing modules, submitting creative use cases, and sharing examples at live sessions. Department and individual leaderboards kept competition friendly and participation high across all teams.

Every four weeks, I facilitated a virtual "AI Transformation Happy Hour" — a live session where employees shared real before-and-after examples from their workweek. These became the most anticipated touchpoint of the program.

Participants logged their AI experiments in a shared Smartsheet tracker, creating an organizational knowledge base of real use cases. This built peer accountability and gave leadership visibility into adoption patterns.

A structured survey before and after the 12-week program measured both adoption rate and confidence levels. Results confirmed 98% adoption and demonstrated measurable increases in AI confidence across every department.

Each training day had a defined schedule combining morning prep, VILT sessions, async work, roleplay, and SME-led instruction — giving new hires a clear, predictable learning journey from Day 1 through Day 13 of role-specific training.

Developed structured roleplay exercises for Marketing Hub, Sales Hub, and Service Hub — each with a customer scenario, CSM setup guide, prep materials, and a 90-minute facilitation framework. New hires practiced both the CSM and customer role before live interactions.

Authored detailed facilitator guides for each training session — including on-screen text, facilitator scripts, timing breakdowns, and activity instructions. Designed to allow multiple facilitators to deliver consistent sessions across cohorts.

Designed scenario-based projects for each HubSpot hub — Marketing, Sales, and Service — where learners took on the role of a fictional customer and completed real platform tasks to build authentic product fluency.

AI tools integrated across both the content development workflow and within the training itself — including CSA prompts for each hub, an AI roleplay session for upmarket CSMs, and a dedicated session on AI adoption with customers.

Five modalities woven across 13 days: self-paced eLearning, async review/catchup work, live workshops, SME-led sessions, and structured roleplays — each modality chosen intentionally based on the learning objective for that day.