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.

Virtual Training

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

Call Plans 

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

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