Branch managers and platform staff learn to lead more effective discovery conversations with
small businesses. Talking Business with Small Business™ complements and adds power to any sales training program you may now be using.
 
 
 
 
 
The Program | Overview
 

Why are we offering this program?

Small business owners expect insights and guidance from their bankers—yet….

  • 50% of branch manager small business calls are little more than
    product dumps.
  • More than 60% of them lead to no result or to a single product sale.
  • More than 70% of branch managers don't comprehend cash flow.

Talking Business with Small Business™ addresses these short falls. When branch managers or small business banking officers complete Talking Business, they are ready to engage clients in conversations about cash flow challenges, offer meaningful advice, and present appropriate solutions with your bank’s products to present three business results:

  • Increase cross sells of cash management, investment, and deposit products.
  • Increase the approval percentage on branch-originated small business loans
  • Increase client engagement and retention.

How do we do that?

We immerse them in a small business experience. We provide a business conversation structure. We show them how to tease out cash flow issues and offer meaningful recommendations.

Visit a session of Talking Business and you’ll find participants deeply engaged in a learning experience about everyday small business owner business management and financial issues. They’ll be experiencing the impact of sales growth, inventory decisions, and accounts receivable collections on cash flow. You’ll see them studying balance sheets and income statements and brainstorming questions to ask clients about their cash flow.

Talking Business with Small Business™ is a highly interactive 1½ day program that includes a business simulation, discussions, case studies and role plays. Participants gain focus and confidence for business conversations with small business customers through developing the knowledge and skills they need to talk and do business with small businesses, including:

  • Understanding connections between cash flow, working capital, and business operations.
  • Understanding business financial performance drivers.
  • Asking questions that uncover clients' cash flow patterns and challenges.
  • Recognizing cash flow timing patterns and appropriate credit products to support them.
  • Connecting cash flow challenges with cash management and deposit product benefits.
  • Structuring and managing small business sales conversations.

For a segment-by-segment description of the Talking Business with Small Business program, click here.

For more about the outcomes you can expect from the Talking Business learning experience, click here.

 
   
   
   
Clarity Advantage | More Profitable Sales. Faster!