Testimonials

Effective & Valuable Programs

Looking for results? Our programs typically produce between 30 – 40% appointment-to-contact ratio during our live calling exercise. Over 1,000 of Citibank’s New York-based branch managers and CSRs were trained to set appointments with existing clients to discuss bank products and services they may not be using. In addition, these officers set appointments for clients to meet with investments counselors at the branch to discuss various investment products. The measured results attributed to this training program from just one month of training were tremendous – over $12 million in new business, $7 million of it in fee income-based products! Our results speak for themselves.

I absolutely love the Business Calling training!!! The piece around how to increase your success rate in your calling efforts to (suspects) prospects and ways to get to the Small Business Owner/ past the gatekeeper were very impactful and I know my team can benefit from that information.

Just wanted to share my thoughts on the Business Calling (Prospects) training, all modules are a wealth of knowledge and very well presented. The information was both accurate and thought provoking even for someone that feels confident making outbound business calls. It gave me new insight on how to coach to our personal client outreach efforts with my banker as well. All modules are good enough that I watched from beginning to end without distraction and appreciated the quality of the content.

During my calling blocks, the first thing I do before I dial is pull up the Gehegan calling guide. The Gehegan calling guide has helped me to be more assertive, confident and hang in there for the magic number - three. I appreciate how straightforward, simple and concise the Gehegan calling guide is. It focuses on obtaining appointments with clients and not “getting into the weeds” with client questions and objections. Whether you are new to banking or a seasoned professional, using the guide will make you better at one of the most important tenets of the sales process – booking appointments!

Very insightful and things we can put into place right away. Some very good processes in place with supporting scripting that you can use right on the call to overcome objections. Will take practice and perseverance but should get us in front of more Small Business Clients. The Best I have seen and I have seen plenty.

The BM feedback is that he thought it was really good content no matter where you are in terms of overall skill level with SB calling. He views himself as pretty good in SB calling but he said he definitely took a few things away from the modules as well. He also said that if bankers actually use the material, it works. My personal feedback is that I think all of the modules have done a nice job with helping to build confidence around SB calling. It has made my job easier as well because it has given me a framework to coach to.

The digital guides around new business and current clients is definitely a great tool and I love how it not only focuses on the decision maker but on the gatekeepers as well. For me after going through this training, I realized that there often times when a client may state they’re busy and I don’t take it as a green light when I should. I may shut down and just move on to the next call… This was a nice reinforcement around the rejection piece to not give up so easily. I would say that these (calling) guides will definitely help managers be more confident in their calling efforts. As part of the training I made a list of a few businesses I wanted to focus some calling efforts on and it has already lead to 2 very strong opportunities. So it’s proof that if a manager puts in the effort this training will definitely help them!

I have been in banking more than 25 years….one of the only training programs I actually remember and used daily. John and his “hands on” trainers model their techniques “live” with real customers/prospects… no other trainers do that. Using the techniques learned in the training has taken the fear out of cold calling.

John Gehegan brings tremendous value to an organization with his teleconsulting training. I greatly value John’s ability to bring both strong curriculum and outstanding facilitation to the classroom. John consistently gets outstanding reviews from his class participants, and the success they enjoy after attending his class further demonstrates the value they derive from attending. I count his training among the best I’ve seen!

Many thanks for delivering such an outstanding telephone skills training program to over 1,200 financial service representatives, financial services managers and branch managers. The feedback I have had from all involved has been absolutely incredible. I would highly recommend this program to any financial institution seeking to give their employees the skills they need to be more confident and effective using the telephone to pursue new business and to expand relationships with their existing client base.

As CEO of TeleCheck I used John Gehegan to train over 800 of our sales and customer service professionals in setting appointments. What John accomplished in his training, was to get our people to say the words over the phone that made more confident and effective. This training produced immediate results and was by far one of the best investments we made.

Relationship Calling is a critical part of our business success. John’s proven methods of call preparation and execution have helped our bankers build deeper and more valuable relationships with our clients.

As a Business Banking Manager, I have worked with John Gehegan and have used his appointment setting techniques for almost 20 years. The tools he provides are the best I have ever used. Any banker responsible for business development should consider incorporating John’s approach into their sales process. It is the best training I have ever paid for.

You’ve probably received hordes of nice compliments on your training by now but I thought you would be interested in seeing my results. Last week we had 12 appointments and 9 sales: $115,000 in annuities and $40,000 in mutual funds. John, as my own staff members can attest to, your training has really motivated me to lead by example and continually coach my staff. Thanks for sharing your experience and knowledge with us.

Kudos to you for the excellent workshops you delivered for our commercial calling officers. I can tell you from experience this is a group that is not easily impressed. Your unique presentation style certainly kept their attention. We have seen a substantial increase in activity since the workshop, not only in terms of appointments but new loan requests as well.

The account officers that participated in your seminar, including myself, are already producing more appointments as a result of employing your techniques.

As far as use in the field, we have secured 10 to 15 clients since your seminar, mostly as a result of techniques used while employing your system. The system does work.

I wanted to write you personally and let you know of the impact you had on our people attending your recent Telephone Appointment Training. To put it frankly, you totally blew everyone away! Even our most seasoned investment officers came away saying that it was the very best and most practical training that they have ever had.

Additionally, I was particularly impressed by the extra time you spent in preparation for our training. Understanding our needs and specifically catering the presentation for our staff made a significant difference in the effectiveness of the training.

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Testimonials

Effective & Valuable Programs