Two days of sales enablement training at your financial institution including marketing and sales alignment strategy.
Six months of sales and marketing support and coordination for strategy, workflow, SLA, goals, metrics and more.
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.
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.
As designed, the six month Sales Enablement Package is available for a one-time fee of $9,590.
Need something specific? No problem! We'll customize a package that's just right for you.
Learn how one financial institution used digital marketing and sales to drive a 93% Home Equity Loan growth year over year.Learn More →
Here's how one credit union was able to achieve stellar social media results in just 4 weeks!Learn More →
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.Learn More →