Case Study: Road Scholar reduces repetitive questions and improves KPI performance with Spekit

How Spekit Helped RoadScholar Reduce Repetitive Questions by 4x

Road Scholar, a not-for-profit leader in educational travel services for adults, needed a better way to communicate frequent process changes during COVID and improve onboarding and training for customer-facing teams. Before Spekit, the team relied on verbal training, Lessonly, and Confluence, but employees struggled to retain information, content was hard to update, and advisors couldn’t quickly find answers when they needed them.

With Spekit’s knowledge base, Chrome Extension, Flows, and Spotlights, Road Scholar organized training and policy content by team and use case, made it searchable in the workflow, and embedded guidance directly in Salesforce. Spekit helped reduce repetitive questions and improve performance: about 70% of reps hit KPIs within their first week compared with 50% before, deal save rate rose to 70%, and the contact center saw 22K content views across a 35-person team, with strong training feedback and plans to roll Spekit out company-wide.

RoadScholar

Kirsten Lennox

Training Manager