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Sales Enablement

Increase conversions, product growth and revenue with this sales focused package.
(For HubSpot clients only)

Sales Enablement Package 

Two-Day Onsite

Two days of sales enablement training at your financial institution including marketing and sales alignment strategy.

Six Months Support

Six months of sales and marketing support and coordination for strategy, workflow, SLA, goals, metrics and more.

Monthly Training

Monthly one-on-one sales team coaching and support focused on technique, style, converting leads, and closing deals.


Monthly sales and marketing team strategy sessions to review metrics, goals, and alignment with business objectives.

Template Design

Design of multiple sales automation sequences and templates that include brand messaging and individual voice.


With advanced features, individual, customized, automated sales reporting is delivered to sales staff and managment.

Case Studies

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Case Study - AERO Federal Credit Union

Learn how one financial institution used digital marketing and sales to drive a 93% Home Equity Loan growth year over year.

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Case Study - FinancialEdge Credit Union

Here's how one credit union was able to achieve stellar social media results in just 4 weeks!

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Case Study - St. Mary's Credit Union

See how one Massachusetts CU has been able to achieve growth by driving hundreds of digital leads to their website and capture potential new members for member service follow up.

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Get in touch with an expert

Interested in a package like this? Get in touch!