Discovery Calls

Our studies indicate that rushing through early cycle conversations actually slows sales velocity. Investing more time early in the process positively impacts the win-loss ratio and Discovery Calls is a catalyst for that success. From planning, call execution and value-based follow-up, Discovery Calls is the most practical and effective bank-to-business sales class available in the industry.


  • Senior Executives, Regional or District Sales Managers, Relationship Managers, Business Development Officers, Wealth and Investment Consultants, Branch Managers, Mortgage Consultants, and others that prospect to targeted businesses

Time Frame:

  • One-day classroom module


  • None

Tools and Job Aids:

  • Discovery Call Diagnostic
  • Discovery Call Observation Guide
  • Conversation Recap (unique follow-up letter approach)
  • Discovery Calls Job Aid
  • Discovery Calls Coaching Job Aid

Taking you where you want to go starts with a conversation…

Give me a little info and I’ll be back with you shortly.

Dana Perkins
Executive Vice-President – Sales and Consulting



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