RolePlay Scenario Setup Guide - Prospect Individual

Field Descriptions:

1. Instructions

• Description: Provide detailed guidance on what the user should accomplish in this scenario.
• Example (Financial Services): “In this scenario, you will practice discussing investment options with an individual client. Your goal is to recommend a suitable portfolio based on their financial goals.”
• Example (Education): “In this scenario, you will simulate a conversation with a prospective student interested in enrolling in an online course. Your goal is to highlight the course benefits and enrollment process.”
• Example (Hospitality): “In this scenario, you will engage with a potential guest considering a stay at your hotel. Your goal is to convince them of the advantages of choosing your hotel over competitors.”

2. Goal

• Description: Define the main objective of the RolePlay scenario.
• Example (Financial Services): “The main goal is to successfully persuade the client to invest in a diversified portfolio.”
• Example (Education): “The main goal is to enroll the prospective student in the online course.”
• Example (Hospitality): “The main goal is to secure a booking from the potential guest.”

3. Product or Service

• Description: Specify the product or service involved in the scenario.
• Example (Financial Services): “Diversified Investment Portfolio - includes stocks, bonds, and mutual funds.”
• Example (Education): “Online Course in Data Science - features interactive modules, live sessions, and certification.”
• Example (Hospitality): “Luxury Hotel Stay - includes complimentary breakfast, spa access, and free Wi-Fi.”

4. Objectives

• Description: List specific, smaller targets within the scenario. Min 2, Max 5.
• Example (Financial Services):
  • “Explain the benefits of diversification.”
  • “Highlight the potential returns of the investment options.”
  • “Address any concerns about market risks.”
• Example (Education):
  • “Describe the course curriculum.”
  • “Highlight the benefits of obtaining a certification.”
  • “Discuss the flexibility of the online format.”
• Example (Hospitality):
  • “Present the unique amenities of the hotel.”
  • “Explain the loyalty program benefits.”
  • “Address any concerns about safety and cleanliness.”

5. Communication Style

• The Enthusiastic Engager: Alex Rivera
• The Skeptical Analyst: Jordan Lee
• The Indifferent Browser: Taylor Morgan
• The Direct Negotiator: Sam Ivanov
• The Reflective Thinker: Casey Anderson
• The Casual Conversationalist: Jamie Chen

6. Individual’s Goals

• Description: Name one or more things the prospect is aiming to solve for with this conversation.
• Example (Financial Services): “The client aims to achieve long-term financial stability and growth.”
• Example (Education): “The prospective student aims to gain skills for a career transition into data science.”
• Example (Hospitality): “The potential guest aims to find a comfortable and luxurious stay for their vacation.”

7. Background Info

• Description: Describe any information about the prospect’s life related to the scenario that an actor would need to know to successfully play the role.
• Example (Financial Services): “The client recently received a large inheritance and is looking to invest it wisely.”
• Example (Education): “The prospective student has a background in marketing and is looking to upskill.”
• Example (Hospitality): “The potential guest is celebrating their anniversary and looking for a special experience.”

8. Pain Points

• Description: Describe issues the customer is facing that the scenario should explore. Min 1, Max 3.
• Example (Financial Services):
  • “Uncertainty about market fluctuations.”
  • “Lack of trust in financial advisors.”
• Example (Education):
  • “Difficulty finding time for studies.”
  • “Concerns about the quality of online education.”
• Example (Hospitality):
  • “Previous negative experiences with hotel stays.”
  • “Concerns about COVID-19 safety measures.”