Focused Results Sales Process
Whether you are looking for a top to bottom sales process, or a “skinny” one for one area like commercial lending, or a six month to a two year process, Focused Results has the skills and expertise to make it pay off. We will examine your loan and deposit goals, reporting dashboards, and key client reports/profitability analysis to customize your plan to your institution.
The first step from taking orders to taking action. Delivered from our encrypted Zoom platform.
Customized to fit your FI, we tailor the following programs to drive a sales environment:
Branch Manager Bootcamp
Universal Advisor Series
Professional Selling Skills
for Lenders, BDO’s, and outside salespeople.
Being a Brand Ambassador
for the operations staff
Schedule virtual and in-person sales calls for lenders, BDO’s, branch managers, wealth managers, and others. The call plan will include:
Top 10% of your most profitable clients
How to identify and reach the top 10% of prospects in the market
Getting real results from a referral strategy
Coaching and meeting structures to hold the organization accountable for developing relationships and results.
Managing for Growth for branch managers and leaders in the lending areas will focus on team selection, coaching for dream building for your clients, and keeping the team engaged when clients are accessing services by appointment or online.
Sales Meetings, Huddles, and Clinics
Embedding the process in your culture
For information, a proposal, or a quote:
Please call 317-913-0931 or email at