AI sales coaching boosts conversions 7% for wellness company

A health & wellness company increased conversions by 7% with BTS’s AI sales coaching, improving playbook adherence and saving managers time.
April 25, 2025
5
min read
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Client needA prominent health and wellness company was experiencing inconsistent conversion rates across its sales teams. Despite their recent investment in a new, robust sales playbook, the rollout fell short of expectations. Many sales reps struggled to adhere to the playbook’s best practices, resulting in missed opportunities and an overall decline in conversions. With an upcoming large-scale marketing campaign, the organization expected a surge in new leads. However, they knew that without alignment to the playbook, sales reps would continue to miss key conversion opportunities, effectively wasting precious leads.The company recognized the importance of having a clear, consistent sales approach to convert leads into loyal customers, especially with the anticipated spike in lead flow. This meant they needed a solution to overcome three key challenges:1. Playbook adherence: Sales reps needed to follow the playbook consistently, but they were often missing steps or struggling to integrate the new approach into their conversations.2. Actionable feedback: To improve, reps needed immediate, actionable insights into their performance. Without clear feedback, adherence to the playbook remained low, as reps lacked a structured way to course-correct.3. Managerial support: Sales managers were stretched thin, spending hours each week manually reviewing calls and trying to coach reps on playbook adherence. They needed a way to identify team members who required the most help and offer them targeted coaching based on real data.With these needs identified, the company sought a partner who could not only provide a technical solution but also understood the nuances of sales behavior. That’s when they turned to BTS.SolutionBTS introduced Verity, an AI-driven sales coaching tool, designed to enhance the company’s sales processes by driving playbook adherence and offering real-time, data-backed insights. Verity was customized to align seamlessly with the company’s unique sales goals and processes, effectively bridging the gap between strategy and execution.Here’s how Verity transformed the company’s approach to sales:* Integrated sales playbook: Verity didn’t just digitize the playbook; it embedded its core principles into every sales interaction. By doing so, Verity reinforced the intended sales behaviors, turning each sales call into a training opportunity that helped reps internalize the playbook’s methodology over time.* Automated call scoring with Zoom integration: With Verity integrated directly into Zoom, every sales call was automatically recorded and analyzed. Verity scored each call objectively based on adherence to the playbook’s guidelines. By removing human bias, Verity provided the company with a clear, consistent picture of who was following the playbook and who wasn’t, allowing leaders to track adherence at a glance.* Real-time, actionable feedback: After each call, Verity offered immediate feedback tailored to the rep’s performance. This feedback included specific examples of what went well and highlighted areas for improvement, making it easier for reps to correct their approach on the next call. This real-time coaching helped sales reps adopt best practices faster than they would have through traditional methods.* Customized weekly coaching reports for managers: Rather than spending hours manually reviewing calls, sales managers received Verity’s weekly coaching reports, which provided a detailed breakdown of each rep’s strengths and areas for improvement. With this data, managers could spend their time more effectively, focusing on the reps who needed the most help and delivering highly targeted coaching that addressed specific skills gaps. By tailoring coaching based on data-driven insights, managers were able to drive performance improvements across their teams.* Leadership dashboards for strategic oversight: Verity’s leadership dashboards provided a comprehensive view of the entire sales team’s performance, allowing senior leaders to monitor adherence trends over time, identify potential roadblocks, and allocate resources to support teams where needed. With these insights, leaders could ensure that sales practices were consistently aligned with the company’s overall growth strategy, setting the stage for sustainable success.ResultsAfter just 90 days, the impact of BTS Verity was clear. The company saw a transformation in both sales rep behavior and conversion outcomes:* 39% increase in playbook adherence: Sales reps were consistently following the playbook, leading to a more uniform sales approach and improved customer experiences.* 7% increase in conversion rates: With better adherence, the company saw a meaningful uptick in conversions. More leads were moving through the funnel, ultimately converting to paying customers, capturing previously missed opportunities.* 26 hours saved per manager per month: By automating call scoring and providing data-driven coaching reports, Verity saved managers time, allowing them to focus on higher-value activities, such as strategic coaching and team development.With Verity, the company’s sales teams gained the support they needed to consistently execute the sales playbook, ensuring that every sales call adhered to the proven strategies that drive results. This structured approach not only improved sales performance but also enhanced the company’s readiness for future marketing campaigns, as leaders could now be confident that the increased lead flow would be handled with precision and consistency.ConclusionThe implementation of BTS Verity marked a pivotal moment for the company. By embedding AI-driven coaching into the sales process, BTS empowered sales reps and managers alike to deliver a consistent, high-quality sales experience. With measurable results—such as increased conversions and time savings—BTS Verity proved to be a vital tool in transforming the company’s approach to sales and setting the foundation for long-term growth. Moving forward, the company is well-equipped to leverage its newfound sales efficiency and capitalize on future growth opportunities.

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Client Stories
October 29, 2025
5
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Promoting safety in transportation through cultural transformation

BTS partnered with a Spanish railway embed safety into its culture through a leadership program reaching 1,500 people.

Client need

Safety in the transportation industry has often been treated as a set of rules to follow and boxes to check. But one Spanish railway organization saw an opportunity to redefine safety as something far greater, a core value embedded into the culture of their company at every level.

This bold vision demanded more than compliance. It required a cultural transformation to challenge outdated behaviors, inspire teams, and empower leaders to embrace and model a safety-first mindset. For years, the organization had been working to foster a culture that prioritized protection over profit, setting new behavioral standards across the industry.

To accelerate this shift, the organization partnered with BTS to design a leadership development program that dismantled old practices and equipped leaders with the tools, insights, and behaviors needed to bring their vision to life.

  • Deconstruct existing mindsets to enable cohesive change.
  • Identify barriers preventing progress.
  • Equip leaders with practical behavioral knowledge and tools.

Solution

BTS partnered with the organization to design a leadership journey that would reshape not just processes but perspectives, fostering a workplace where physical and psychological safety were paramount. Over eight months, the project team conducted interviews with leaders and focus groups to uncover critical behavioral insights and tailor the program to the organization’s unique needs.

Participants explored essential themes, including:

  • Embedding safety into daily decision-making.
  • Cultivating greater awareness of safety risks.
  • Understanding the influence of their leadership on safety outcomes.
  • Leading by example to set a cultural standard.
  • Building trust, commitment, and open communication within their teams.

The program unfolded in three distinct phases to drive lasting behavioral change:

  1. Workshop preparation
    Participants began with a self-assessment to uncover personal “safety blind spots” and mind traps. This phase, delivered through a custom online platform, helped leaders reflect on their current practices and prepare for the transformational journey ahead.
  1. Safety workshop
    The one-day, immersive workshop was designed to spark deep conversations about safety culture, challenge ingrained mindsets, and equip participants with actionable strategies for change. Leaders engaged in real-world scenarios to explore the implications of their decisions and practice new behaviors. The day concluded with collaborative debrief sessions, leaving participants with practical tools to implement their insights immediately.
  2. Implementation in action
    To sustain momentum, the post-workshop phase extended over six months, offering six targeted activities. These activities reinforced key lessons, encouraged team collaboration, and provided ongoing support for integrating safety-first behaviors into daily routines.

The leadership program was delivered to 1500 participants over 66 workshops in seven locations across Spain.

Results

To measure results, the project team created a resource map evaluating progress.  

Average completion rate of Activities One–Three: 57 percent. (One: 78.21%; Two: 53. 01%; Three: 40.57%)

A post-workshop survey was sent to participants, reporting on the following metrics:

  • Average satisfaction — 4.7/5.
  • Trainer’s evaluation — 4.9/5.
  • NPS — 82 percent.
  • “Saw improvement in safety alignment” — 93 percent.
  • “Integrated safety tools in daily roles” — 82 percent.
  • “Identified new initiatives for improving safety” — 77 percent.
  • “Mitigated team/peer mind traps” — 93 percent.
  • “More aware of risk in daily roles” — 98 percent.
  • “Identified a normalized risk to work on” — 92 percent.

Testimonials

  • “Many of the methodologies and tools not only help to improve safety but can also be used to improve operational or organizational processes.”
  • “It has put us in front of the mirror of how we are today in terms of safety culture, opening our eyes to our development areas. Very participative and practical.”

Client Stories
October 28, 2025
5
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Translating at scale: Building a better client experience with AI on the team

See how BTS uses AI to transform translation and localization to deliver faster, smarter, and more personal client experiences worldwide.

Over the years, BTS has expanded its global footprint through thoughtful acquisitions and collaborations, bringing new creative capabilities and local expertise into the fold. From digital design studios to leadership consultancies across Europe, Asia, and the Americas, we’ve built a community that blends shared values with local perspective. That diversity has become one of our greatest strengths, shaping how we design and deliver learning that feels deeply personal everywhere we work.

Whether someone is in a leadership journey in Singapore, a coaching program in São Paulo, or a strategy workshop in Stockholm, the goal is always the same: to make the experience feel like it was made just for them.

Many of those experiences live on Momenta, BTS’s digital experience platform, powering journeys like Coaching, Multipliers, and other core programs.

As those experiences grew, so did the need for nuance. Every journey had to feel local, not just sound translated. Tone, humor, and cultural context have always been central to the BTS approach, and as demand expanded across formats and regions, our translation model was ready for its next evolution.

In early 2024, the team began exploring how AI could help. Rather than treating technology as the destination, we saw it as a catalyst, a way to rethink translation and deliver richer, more customized client experiences at scale. That curiosity sparked one of BTS’s most ambitious AI-first experiments, led by our Global Product Enablement Function team in partnership with our global network of linguists and translators.

Shifting to AI-first

The next step was finding the right place to experiment. Enter Phrase, a cloud-based translation management platform that quickly became our test lab. Phrase brings every part of the translation process into one place, from machine translation engines to human review, terminology management, and workflow tracking. It gives our linguists, designers, and project teams a shared space to collaborate, test ideas, and learn.

Over the next few months, two key discoveries reshaped how we think about translation, and ultimately, how we work.

Key discovery 1: Making AI a teammate

We began with a clear goal: make translation faster and more consistent. Using Phrase, AI handled the first drafts while our linguists refined them. Quickly, we realized there was potential for AI-value that went far beyond speed.  

With AI completing the first 80% of the work in a fraction of the time, our linguists could focus on what matters most: nuance, tone, and cultural resonance. The relationship evolved from oversight to collaboration, AI structured and scaled, humans shaped and elevated.

The result was more than efficiency. It was better work, created by people and technology learning to amplify each other.

Key discovery 2: Turning a roadblock into a redesign

Next came a design challenge. Phrase, like most translation tools, struggled with text embedded in graphics, a hallmark of many BTS learning experiences. Instead of forcing the tool to adapt, we changed how we created.

We began designing with translation in mind: simplifying visuals, reducing text, and using modular components that could flex across languages. The constraint sparked better design, easier to scale, more consistent, and more inclusive for every audience.

Key discovery 3: Integrating systems for scale

With people, AI, and design in sync, the last barrier was process. Managing translations between Phrase and Momenta still required manual effort.

To fix that, we built an API integration linking the two platforms. Now, files move automatically, progress is tracked in real time, and everything stays connected.

That integration turned our workflow into a unified ecosystem, fast, transparent, and ready to scale globally.

Business impact

Just 18 months ago, our translation reviews lived in double-column Word docs. Today, we work in a fully connected, AI-first ecosystem. Each project feeds the next, refining prompts, tone profiles, and design patterns, so our translation process keeps getting faster, smarter, and more aligned with BTS’s voice.

Speed and quality. Translation cycles that once took months now wrap up in weeks, cutting turnaround times by over 40%. Phrase’s tools and AI-powered workflows accelerate production while maintaining quality through expert-approved reuse, glossaries, and automated quality checks. Even complex formats like videos and animations are localized faster, with AI supporting linguists at every step.

Smarter workflows. The integration between Momenta and Phrase automates project transfers and tracking, saving an estimated 2.5 hours per project. Teams across language, digital, and project management now collaborate in one streamlined environment.

Human focus. Our linguists remain the engine of quality and innovation. With AI managing repetitive tasks, they focus on nuance and meaning, and go further by creating specialized GPTs, training databases, and testing translation engines to continually raise the bar.

Client Stories
October 17, 2025
5
min read

AI-first business simulations. A BTS story

BTS is redefining experiential learning with AI-first business simulations that accelerate strategy, scale leadership impact, and drive real transformation.

A BTS next gen innovation story

When BTS invented business simulations in the 1980s, leadership development was mostly theoretical – case studies, lectures, and frameworks about what good decisions looked like. Simulations changed that. They let leaders learn by doing, stepping into a realistic version of their business to test strategy, make decisions, and see the impact before the stakes were real.

Since then, simulations have evolved from spreadsheets to digital platforms to immersive virtual experiences that capture the complexity of leading in today’s world. Now, large language models and agentic AI are opening a new frontier, one where simulations evolve as fast as the world they reflect and experiential learning scales with the pace of change.

Creating space for exploration

Test quickly, abandon what doesn’t work, and share what you learn.
– Jessica Skon, CEO, BTS

A handful of simulation experts were pulled out of their day-to-day work and given the freedom to set their own direction. They had the authority to shape the roadmap and the protection to explore bold ideas without fear of critique. The brief was simple: go figure out what’s possible.

They had cover to fail fast, freedom to explore, and permission to get a little messy. Early wins were interesting but small. AI could draft faster, automate a few things – helpful, sure. Transformative? Not yet.

The breakthrough came when we stopped trying to bolt AI on to what we already did. We rebuilt our simulation platforms, our processes, and tools from the ground up around AI. Suddenly it wasn’t just about micro-gains & efficiencies, the canvas of possibility was much larger.

From experimentation to acceleration

So, we tested. Some tools showed promise, others, not so much. Every experiment taught us something. Each “failure” made us sharper about where AI could actually help, and where it would just get in the way.

What began as small experiments turned into a new way of working, a process and platform working as one.

AI now accelerates the first 80% of the work, the structure, synthesis, and early drafts, freeing BTS consultants to focus on the high-impact moments that drive behavior change: dilemmas, trade-offs, and conversations that build conviction.

Our new AI simulation platform and AI-First development process operationalizes that process:

  • Enabling live co-creation and branching edits with clients
  • Applying light guardrails for quality and security
  • Integrating with enterprise systems for compliance and control

AI accelerates, people transform. That combination is what makes BTS… BTS.

Clients feel the impact in four ways

  1. Fast spin-ups for focused needs
    For targeted challenges like coaching a customer conversation, debriefing a safety incident, aligning a sales team, we can now stand up bespoke simulations in days, not weeks. Teams co-create live; scenarios adjust in the room; relevance is immediate.
  2. Enterprise simulations for strategy alignment
    For multi-round, high-fidelity simulations, AI accelerates the structure without compromising quality. BTS experts still craft the dilemmas and trade-offs that drive conviction.
  3. A broader platform portfolio
    Beyond enterprise simulations, we now support conversational practice, skill drills, workflow redesign, and company or market modeling, helping clients choose the right tool for each need.
  4. On-demand, without the risk
    Clients can use our AI platform for self-authored micro-sims, where speed and iteration matter most. Our toolchain scaffolds the flow, enforces guardrails, and keeps quality high.

The best model is flexible: enable where DIY shines, co-build for complex challenges, and experts lead end-to-end when outcomes matter most.

What clients are already seeing

  • Weeks to hours: Work that once took six weeks was delivered as a high-fidelity experience in just 13 hours, specific enough to engage a CEO on first pass.
  • Lean, agile teams: Projects that required seven consultants now take two, with no loss in quality or impact.
  • Live collaboration: Simulations are built with clients, not for them, adjusted in real time during design and delivery.

The result: faster delivery, deeper relevance, and experiences that scale across an enterprise without losing the human touch.

The bigger picture

BTS simulations have always given leaders a safe place to wrestle with real dilemmas. AI hasn’t changed that, it’s expanded the canvas. By rebuilding how we design and deliver simulations, we’ve removed the trade-off between speed and substance.

Focused needs can now be met in days. Complex transformations can move at the pace of business. Clients can engage however they choose, DIY, co-create, or end-to-end, with BTS expertise guiding every step.

We’re still early in this chapter, just like our clients. But the direction is clear: faster, smarter, more scalable experiential learning, anchored in human judgment, strategic alignment, and the craft that defines BTS.