Onboarding Conversations

What happens after a prospect becomes a client makes the difference between a lifetime trust-based relationship and a short-term transaction orientation. Onboarding Conversations focuses on maximizing proactive client touches in the days, weeks and even months that follow an initial account opening. Bankers learn skills that facilitate valuable conversations by telephone, in person, mail, and email.


  • Branch Managers, Personal Bankers/Universal Bankers, and others that open new consumer accounts

Time Frame:

  • One-day classroom module


  • None

Tools and Job Aids:

  • New Client Orientation Questions
  • Sample New Client Thank You Note and One Year Anniversary Letter
  • Onboarding Telephone Call Plan
  • Client Relationship Notes Template
  • Onboarding Call Observation Guide
  • Onboarding Conversations Job Aid
  • Onboarding Conversations Coaching Job Aid

Taking you where you want to go starts with a conversation…

Give me a little info and I’ll be back with you shortly.

Call for my weekly sales thought:
Jack Hubbard
Chief Experience Officer

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