Get a 90-min Training Assessment to empower your teams and protect your business

Identify the gaps, reduce risk and streamline training experience across your organistaion.

You've built something extraordinary. Now make sure your people can deliver it consistently.

As a senior leader in your field, you understand that exceptional service requires more than good intentions—it demands systematic excellence backed by robust compliance training systems. Your clients trust you with their most important needs, whether that's their family's financial future, their children's development, or their business's regulatory requirements. But here's the challenge: Your expertise and compliance knowledge isn't automatically transferable to every team member.

The Hidden Cost of Inconsistent Compliance Training Systems

You've seen it happen. New hires who seemed perfect during interviews struggle to apply your methods and maintain regulatory standards. Your employee training tracking shows gaps in knowledge retention. Team members interpret compliance processes differently across locations, creating risk management training blind spots. Clients receive varying levels of service depending on who serves them.

This isn't just a training problem—it's a compliance risk that threatens everything you've built.

Dr. Carrie sitting on a chair and working

Introducing

The 90-Minute Strategic Training Assessment

A Strategic deep-dive that reveals exactly where your compliance training systems fall short (and how to fix them)

In just 90 minutes, we'll conduct a comprehensive analysis of your current regulatory education solutions and identify the specific gaps preventing your team from consistently delivering compliant, excellent service. We'll examine your client education frameworks

Also explore opportunities for automated training compliance that reduces your administrative burden while improving outcomes.

Book Your training assessment Now!

What You'll Discover:

Compliance Clarity

Which elements of your compliance training systems are working and which create regulatory vulnerabilities

Automation Insights

Opportunities for automated training compliance that reduce manual tracking while improving outcomes

Training Roadmap

How to streamline employee training tracking and ensure continuous compliance

Framework Improvements

Immediate enhancements to your client education frameworks and risk management training

How it works

1

Before Assessment

  • Complete a brief questionnaire of your current training challenges
  • Gather your existing training materials and share (we'll review them in advance)
2

During 90-min session

  • Comprehensive analysis of your compliance training systems  and regulatory processes
  • Comprehensive analysis of your compliance training systems  and regulatory processes
  • Review of your current employee training tracking  methods and client education frameworks
  • Assessment of opportunities for automated training  compliance and risk management training improvements
  • Discussion of your training vision and business alignment
  • Real-time problem-solving and strategic recommendations
3

After the Assessment

  • Detailed SWOT analysis report focusing on compliance training systems and regulatory alignment
  • Specific recommendations for automated training compliance and employee training tracking improvements
  • Assessment of your client education frameworks and risk management training effectiveness
  • Clear next steps for comprehensive regulatory education  solutions
  • Optional proposal for full training system development

ABOUT ME

Some of our success stories

My clients across industries are improving content for information retention and skills application

Michelle Macon,
Executive Director
The assessment revealed training gaps I didn't even know existed. Within 30 days, we had a clear system that transformed how our management team serves employees

Cynthia Zenti
Director of Corporate Sales
Dr. Carrie Graham helped me understand how to best deliver training and content to my clients, to ensure involvement and retention based on adult learning styles. Delivery and client experience is extremely important to me and Dr. Carrie allowed me to make the adjustment necessary to guarantee results.
Dr. Nayla testimonial image
Dr. Nayla Bahri, PPC
Coach, Educator, Podcaster
Dr. Carrie Graham is the real deal, managing the ideal blend of everything you want in a subject matter expert with pressing business needs. I was fortunate to have Carrie support an employee engagement project, where she took a set of survey results, created terrific, reliable reporting, derived great insights of what she found in the data, and led our work to meaningful, actionable recommendations. She uses great empathy, detail orientation and storytelling in her process, and she's a joy to work with. I highly recommend Carrie's thoughtful, accurate and expert approach to her work.
Jamie Slate testimonial image
Dr. Jamie Slate
Economics Educator and Public Speaker
I have utmost respect for Dr. Graham. We have discussed and worked on many issues together at Catawba College and Dr. Graham exhibits a critical mind, a civil and professional demeanor, and a skill that is often lacking...the ability to listen and consider.I trust Dr. Graham to present her thoughts honestly and with thought, and I respect her ability to discuss and debate issues in a civil manner. She has, more than once, changed my mind on an issue by her natural ability to converse in a polite yet strong manner. She is very much a respected and trusted colleague.
Maggie Bergin
Brand Strategist | Owner of Be Understood Branding
Dr. Carrie Graham helped me design and execute my first online course for adult learners. It was a 6-week virtual training program and I have absolutely no idea what I would have done without her wisdom and advice! With Carrie’s specific insights, I made small but powerful adjustments to how I organized content and how I presented it. Here’s the thing about working with Carrie: she cares deeply about you succeeding-whatever that means to you-and gives you 110% of her attention and thoughtful counsel throughout the process. I cannot recommend Dr. Graham highly enough. If you want your course to succeed, PLEASE do yourself the kindness of hiring her!
Loren Margolis testimonial image
Loren Margolis
Executive Coach and CEO, TLS Leaders
I see now that placing different levels of managers (new with experienced) creates a richer learning experience than dividing them. Keeping the same learning partner in the breakout rooms deepens psychological safety. I have also streamlined my slide development - put the outline directly onto the slides. It helped me get my training mojo back.

Carrie, the world needs more of you! You are a calming and supportive expert with a terrific sense of humor. You helped me knock this training with my new client out of the park
Book your assessment today!
Not just another Assessment, its a strategic training system

Investment

$500
Book Your training assessment Now!
Limited Availability

I personally conduct every assessment and work with a select number of senior leaders each month. Current availability is limited to ensure each client receives the focused attention their business deserves.

This Assessment is perfect for you if

Who will benefit most from this assessment?

You hold senior leadership positions (Founder, Executive Director, Department Head)

You've built your reputation on specialized expertise and professional credentials

You operate in regulated industries where training solutions and compliance matter

You know great training is the foundation of sustainable growth

You want to explore automated training compliance to reduce administrative overhead

You need better employee training tracking and risk management training systems

You serve other businesses or professional clients

You're committed to values-driven service that puts people first

FAQ'S

Frequently Asked Questions

How is this different from other training consultations?

This assessment is specifically designed for senior leaders in service-based businesses who understand the critical connection between consistent training and client satisfaction. We focus on alignment between your expertise and your team's ability to deliver it.

Analysis methods are based on adult and workplace learning research and 30 years of compliance training.

What if I don't have formal training materials?

Perfect! Many successful leaders rely on informal training methods. The assessment will help you identify what's working in your current approach and build a structured system around it. But you will need to provide your training notes, resources, etc.

Is this relevant for my regulated industry?

Absolutely. Our regulatory education solutions are specifically designed for heavily regulated fields (financial services, healthcare, childcare) where compliance training systems and risk management training are non-negotiable. We understand the unique challenges of maintaining standards while scaling teams and can help you implement automated training compliance solutions.

What size team is this appropriate for?

Whether you're managing 5 team members or50, the principles of effective compliance training systems and employee training tracking remain the same. We'll customize regulatory education solutions based on your current size and growth plans, including recommendations for automated training compliance that scales with your business.

Ready to transform your training from liability to Strategic Advantage?

Schedule your 90-Minute Strategic training assessment today!
Book Your training assessment Now!
30-day money-back guarantee. If you don't gain actionable insights that can immediately improve your training effectiveness, I'll refund half your investment completely.