Sales Management Bootcamp
Overview
CU Lending Advice provides an intense 5 session Sales Management Bootcamp. Designed for credit union sales leaders, and delivered remotely, this bootcamp provides the fundamentals necessary to ensure your credit union is equipped to develop and enhance a vibrant sales culture.
Session 1: Kickoff
Session 2: Managing to the Numbers- Top 5 Metrics for Consumer Sales Management
Session 3: Managing to the Numbers- Setting Expectations for Production
Session 4: Hiring and Motivating Consumer Loan Sales Reps
Session 5: What Must Happen on Every Call
Course Expectations
“I match my time with your effort and execution.”
This is the first conversation we have with all coaching clients. Homework is required between sessions. This allows us to work with clients using your own data and production numbers. Using your own data, not only teaches our coaching clients how to access this data, but it also ensures discussions are based on your credit unions’ actual performance. The goal is not just to coach to best practices, but also to real life.
“Outside of your immediate supervisor, nobody cares more about your success at your credit union than I do.”
This is the second conversation we have with our coaching clients. There is something powerful in the saying, “If you give a man a fish, you feed him for a day. If you teach a man to fish, you feed him for a lifetime”. In our Sales Management Bootcamp our goal is to teach our clients how to fish. The tools in this bootcamp are designed to build the foundation necessary to become successful sales leaders within your credit union.
