To rethink the organisation’s values and vision

• To develop a more robust sales culture
• To overcome resistance to selling other business lines
• To significantly increase the number of business lines sold to each customer
• To expand cooperation and develop a tactical approach to each account

• To make staff members more assertive and proactive
• To improve staff members’ self-confidence and ability to discuss new products with customers in-branch
• To manage objections and concerns arising from difficulties in the banking sector

• To focus on the value of the solution
• To stand out from the competition (through various details)
• To switch from expertise (“push”) to persuasion (“pull”)
• To deliver presentations with greater impact

• To turn “expert trainers” into “facilitator trainers"
• To help in-house trainers:
  • set learning objectives, plan content and select teaching methods for a training programme
  • produce high-quality teaching materials
  • deliver a course effectively
  • assess trainees’ knowledge/skills acquisition.

• To deal more effectively with your time and priority management issues
• To become more efficient in your day-to-day tasks
• To assess how you currently manage time
• To examine how your work (personal and/or collective) is organised
• To identify your priorities at work (differentiating between important and urgent, understanding how efficiency drives performance, and handling interruptions)
• To manage your time better by clarifying, planning and anticipating activities/objectives (practices, methods)
• To determine your communication strategy (practices, relationships, availability)
• To organise your work more effectively by recognising and using the relevant tools (better inbox or calendar management)
• To implement effective, long-lasting organisational change (transforming habits in the workplace)

Boosting staff engagement

Progress Consulting was called in to coach managers during these observations.

• To boost assertiveness and self-confidence
• To develop a results-oriented mindset
• To overcome resistance to systematic increases (limiting beliefs)
• To develop tips and tricks for dealing with customer complaints or to explain price increases (resistance to pressure, threats etc.)

• To actively seek referrals
• To secure customer referrals
• To hold a successful first meeting with a referral

To provide sales staff with cutting-edge tools to help them become more competitive

• To improve the leadership skills of managers, coaches and operators
• To give them a solid grounding in the basics of management

• To improve customer service
• To develop a positive, customer-oriented mindset
• To stand out from the competition with exemplary customer service