Whiteboard Process – Tailoring Without Customizing
The bank sends details about strategies, markets, branding, measurement, compensation, sales-related technology and more to the SM&H team. Your bankers take brief and behavioral surveys to help us understand where they spend their time, the tools they use and how they hold sales conversations.
We’re then onsite within 30 days to lead a one-day meeting with a small executive team to review your priorities and revenue targets and establish your sales and sales management accountabilities. We overview the various Playbooks you selected and we review how our Performance Coaching process is implemented.
This approach helps us get to know each other and allows our facilitators and coaches to tailor Playbooks to your needs without the added expense of customization.