Results Oriented

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

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

January 2010 thru December 2010

Number of Calls: 7,066
Number of Contacts: 2,022
Total Appts: 765

Percentage of Contacts to calls: 29%
Appointments to contacts: 38%

January 2011 thru December 2011

Number of Calls: 7,443
Number of Contacts: 2,127
Total Appointments: 710

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

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.

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

January 2010 thru December 2010

Number of Calls: 11,993
Number of Contacts: 4,771
Total Appts: 2,069

Percentage of Contacts to calls: 40%
Appointments to contacts: 43%

January 2011 thru December 2011

Number of Calls: 5,992
Number of Contacts: 2,085
Total Appointments: 949

Percentage of Contacts to calls: 35%
Appointments to contacts: 45%

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.