Every client who has followed the Our Sales Coach process has exceeded their goals and gotten over 250% ROI and you can too!


Bringing in new loans and deposits are both a necessity and a challenge for banks today.

We find that every sales team has some that are underperforming and others that could be doing better. We work with people from new in the business to seasoned professionals with over 30 years of experience.

Even seasoned pros can be challenged by:

  • Doing a lot of networking and not turning over enough of the right kind of business
  • Getting stale on prospecting activity or knowing what will produce results or who to go after
  • Too busy managing the applications they are taking to prospect for new
  • Not getting enough referrals from their existing relationships
  • Getting prospects who say they are unhappy with their current banking relationship to actually follow through with switching

Among other things.

How We Help

  • We help you develop the IDEAL CLIENT PROSPECTING SYSTEM?, a business growth plan that clarifies the target market strategy and prospecting plan that will get you the right amount of meetings with your ideal prospects.
  • We will help you implement your marketing, prospecting and sales process through group training and one-on-one coaching.
  • We help you train the retail personnel on how to develop the referrals you want.
  • We help you calculate your formula for success, help you with accountability, and help you track and adjust for continuous improvement.
  • The results could double or triple your monthly income from the kind of clients you want within 4 to 6 months.


14 + 13 =

We asked Our Sales Coach to work with all of our Branch Managers to better prepare them on developing new commercial relationships as a key goal for 2015 was to increase lending to small businesses. The managers completed online training and then participated in work in groups on applying what they had learned and had monthly group coaching sessions to practice the new behaviors. After 4 months our sales results were significantly higher and the focus and practices Our Sales Coach brought to us helped us achieve the results.

Bob DiGiovanni

Senior Vice President, Director of Retail Banking, Eastern Bank