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Results Oriented

Results


During the Live Calling portion of the training, participants make calls to their respective client and/or business prospects with the goal of scheduling appointments.

Over the past 35 years we have tracked the # of calls, contacts and appointments after each calling session.
Average Business Calling Appointment Success

35%

Average Relationship Calling™
Appointment Success

42%

Our record spoke for itself. See how our training helped the participants produce actual results, then  contact us to see what we could 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 Training

Training Results for Business Banking Officers
January 2023 – December 2023
Number of Calls
8,540
Number of Contacts
2,865
Total Appointments Set
1002
% of Contacts to Calls
33%
Appointments to contacts
35%

Relationship Calling™ Training

Training Results for Personal Bankers
January 203 – December 2023

Number of Calls

4,556
Number of Contacts
1969
Total Appointments Set
921
% of Contacts to Calls
43%
Appointments to contacts
46%
Training Results for Business Banking Officers
January 2022 – December 2022
Number of Calls
6,026
Number of Contacts
1,998
Total Appointments Set
654
% of Contacts to Calls
33%
Appointments to contacts
32%

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.

Training Results for Personal Bankers
JJanuary 2022 – December 2022
Number of Calls
3,835
Number of Contacts
1,498
Total Appointments Set
644
% of Contacts to Calls
40%
Appointments to contacts
43%

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.

Gehegan & Associates

San Diego, CA 92108
Phone: 619-280-4169
info@gehegan.com
www.gehegan.com