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How We Do It

3-Step Training Process

Step 1: Service Culture Analysis

Our Service Culture Analysis is a critical diagnostic tool that provides management with an in-depth report that identifies key areas that are preventing your team from reaching its peak sales and service performance goals. The data collected also assists us in customizing our workshops to meet your financial institution's specific needs.

Step 2: Engaging and Interactive Workshop

Our on-site, 8-hour workshops will engage and transform your team. We use research-based methodology to ensure participation, collaboration and self-discovery. Participants will walk away inspired and motivated to improve individual and team performance.

Step 3: Six-Week Follow-Up Program

The weekly follow-up sessions provide managers with a structured program and training materials to coach and support their staff as they develop their newly acquired skills in a practical work environment. The follow-up program will ensure increased retention of workshop methodology, accountability, and sustainable long-term growth.