The manner in which banks acquire new customers is at a crossroads. Because of the extreme competitive market and the advancement in technology, in order to be relevant, you MUST take your unique message to the streets.

The Prospect to Customer Selling System is a proven process based on thirty years of experience to give your bank a competitive edge in your marketplace and provides the following features and benefits to you and your bank:

• A “turn-key” customized system designed specifically for your bank to help identify and turn qualified prospects into customers using the five components of the selling process.
• Create your own unique story and developed customized, conversational scripts to make certain your bank’s message is heard above all the noise.
• Discover how to set great expectations and effectively maximize your prospecting time. Make all your prospecting time a productive experience through tracking and managing your activity.
• Learn the overlooked “trigger points” to help influence the decision making process in your favor.

This system has been implemented, tested and proven over the last thirty years and it works. From beginning to end, you will find the necessary tools to discover new business opportunities and drive them to your bank’s front door!

Watch Video One: The Introduction for FREE by clicking on the video thumbnail, then click REGISTER and select the FREE membership option on the next page.

Welcome to the world of selling. This video will introduce you to the unique world of selling and sets the stage for your success with an overview of the fundamentals.

The first key to selling successfully is to take a look at your perception of the selling process and align it with the reality of what it really is and what it can do for your bank.

There are specific customer types and specific buying signs that are present at every encounter. Learn how to identify them as well as the steps of decision making and how to influence each in your favor.

The most important thing you can have in your possession when you walk out the door are great expectations for success. Discover how to find your personal expectations and how they influence your prospecting efforts…Aim high!

Take an in-depth look at the Prospect to Customer Selling System. Learn the definition of prospecting and the specific applications of the system that provide all the tools necessary to transition prospects into customers.

One of the most important pieces of the entire system is developing your bank’s unique story. You will learn how to create your compelling story that will have your prospects coming in your bank to learn more!

This two part session begins the process of identifying what your “customer” look like and the best places to find them. Maximize your efforts by prospecting in the right markets.

Part two of Maximizing Your Prospecting Effort focuses on helping you prepare for success by discovering the right time and best approach to gaining an audience with your prospect. In person, by phone or introductory letter; discover what works best for you.

The Keys to Effective Prospecting unlock the door to your great potential. These critical elements will set you on the right course to long term prospecting success. The session concludes with a self-evaluation to determine your strengths and weaknesses in utilizing these keys to meet your goals.

There are five key components to successfully turning a prospect into a loyal customer. This session introduces these components and their importance to the process. From the contact to the close, you will be well equipped to generate great business development activity.

This session introduces the scripts to the specific components of the prospect to customer process, but more importantly how to customize each of them to fit your conversational style. Stay in control from beginning to end by utilizing these proven communication techniques.

Customization of specific scripts continues with templates on how to effectively communicate with the gatekeeper. Make them an ally not an enemy. The session concludes with a proven approach and script template to contacting a referred lead.

Perhaps the most pivotal piece of the process…the presentation and recommendation, a chance to learn about your prospect and share your bank’s unique story. This session shows how to effectively identify business opportunities and present a compelling reason for your prospect to move forward. Earn the right to say “I recommend.”

This session breaks down the specifics of how to ask the prospect to take action to become a customer and how to properly address any objections that may arise. Discover the value to establishing a game plan and a timeline to complete the process.

The final piece of the Prospect to Customer Selling System is how to identify and ask for referrals. Find the best sources to gain favorable introductions. The session concludes with the six “R’s” to Selling Success. The key is to REMEMBER them!

The series wraps up with a session on the importance of managing your activity and the benefits of being accountable to the process. Winners keep score. This session provides tips and tools to help manage your prospecting and selling efforts to know where you are regarding your goals at any specific moment in time!