- Presentation Call Diagnostic
- Presentation Call Observation Guide
- Objectives and Criteria Analysis (to help buyers evaluate potential options in your favor)
- Presentation Call Handout Template
- Presentation Calls Job Aid
- Presentation Calls Coaching Job Aid
Audience:
- Senior Executives, Regional or District Sales Managers, Relationship Managers, Business Development Officers, Wealth and Investment Consultants, Branch Managers, and others that make bank to business calls
Time Frame:
- One-day classroom module
Prerequisites:
- Discovery Calls Playbook, scheduled approximately 60 days prior to this session