Results Oriented

Our record speaks for itself.  See how our workshops have helped the participants produce actual results, then contact us to see what we can do for you.

It’s not uncommon that the appointments obtained during the live calling exercise offer an immediate return on investment in the training.

Below is a summary of the results achieved from the live calling exercises conducted during our workshops.

Business Calling Workshops

Training Results for Business Banking Officers
January 2016 – December 2016

Number of Calls 6,992
Number of Contacts 2,037
Total Appointments Set 683
% of Contacts to Calls 29%
Appointments to contacts 33%

Training Results for Business Banking Officers
January 2015 – December 2015

Number of Calls 6,623
Number of Contacts 2,149
Total Appointments Set 745
% of Contacts to Calls 32%
Appointments to contacts 35%

Contacts occur when the officer speaks to the decision maker.
Appointments occur when the decision maker agrees to meet with the officer.
Business Calling appointments are with non-clients.

Relationship Calling™ Workshops

Training Results for Personal Bankers
January 2016 – December 2016

Number of Calls 4,078
Number of Contacts 1,445
Total Appointments Set 617
% of Contacts to Calls 35%
Appointments to contacts 43%

Training Results for Personal Bankers
January 2015 – December 2015

Number of Calls 2,078
Number of Contacts 767
Total Appointments Set 412
% of Contacts to Calls 37%
Appointments to contacts 54%

Contacts occur when the officer speaks to an existing client.
Appointments occur when the client agrees to meet with the officer at the branch.
Relationship Calling appointments are with existing bank clients.