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 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%

 

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.

Relationship Calling™ Workshops

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 Personal Bankers
January 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.