Results

Results Oriented

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


Telephone Skills for Business Development
Results of Training Sessions for Business Banking Officers

January 2016 thru December 2016

Number of Calls: 6,992
Number of Contacts: 2,037
Total Appts: 683

Percentage of Contacts to calls: 29%
Appointments to contacts: 33%

January 2015 thru December 2015

Number of Calls: 6,623
Number of Contacts: 2,149

Total Appointments: 745

Percentage of Contacts to calls: 32%
Appointments to contacts: 35%

A Contact occurs when the officer speaks to the targeted individual. An Appt. occurs when the decision maker agrees to meet with the officer. All business banking appointments are with non-clients.

Telephone Skills for Expanding Client Relationships
Results of Training Sessions for Personal Bankers

January 2015 thru December 2015

Number of Calls: 4,078
Number of Contacts: 1,445
Total Appointments: 617

Percentage of Contacts to calls: 35%
Appointments to contacts: 43%

January 2015 thru December 2015

Number of Calls: 2,078
Number of Contacts: 767
Total Appointments: 412

Percentage of Contacts to Calls: 37%
Appointments to Contacts: 54%

A Contact occurs when the officer speaks to the targeted individual. An appointment occurs when the client/prospect agrees to meet with the officer at the branch. Majority of these appointments were with existing bank clients.