Description
This suite of three courses, two exercises, and one toolkit develops critical skills for retaining customers and meeting business goals. Gain a solid understanding of ways to meet small business clients’ needs through consultative or needs-based selling.
Completing this suite helps develop the key skills needed to create and sustain successful small business relationships. Through a blended-learning approach with micro-lessons, practice exercises and toolkits, lessons can be applied on-the-job immediately.
Courses*
*Only available as a suite
- Consultative Selling for Small Business Clients
Discover how to best match products with your small business clients’ needs, and get tips on proposing product features and benefits. - Relationship Sales for Small Business Clients – Apply What You’ve Learned
Practice applying consultative selling skills to small business client interactions. - Generating Leads
Learn how to identify internal and external channels for building and managing relationships. Discover best practices for generating new leads and working with partners in the bank. - Preparing to Call on Clients
Explore how to plan a call with a small business client using the Call Planning Model. Learn ways to strategize the actions you will take during a call to build your credibility and appear prepared and professional. - Sales Planning for Small Business Clients – Apply What You’ve Learned
Practice applying sales planning concepts and skills to client interactions. - Relationship Sales for Small Business Clients – Learner Toolkit
Investigate practical applications to increase learning retention, with plenty of additional reference materials.
Students have access to the curriculum for one year from date of purchase.
