Consulting and Sales Management Assistance

Developing a good sales and service plan doesn’t assure that it’ll be carried out. We are experts at helping credit union management implement their plans. This can be as simple as occasional plan reviews to complete, out-sourced sales management.

A typical on going, two year consulting assignment includes:

In the first year, two days on site for review of plan progress, vendor selection, staff meetings, or any other general purpose, and one day on site the second year. In both years it will include:

• Regular review of sales reports and feedback
• Monthly conference calls to discuss timely issues
• Unlimited phone support with up to three key contacts

Or, we can become your outsourced sales manager! Many credit unions are too small to be able to afford a full time sales manager and their existing managers are too overworked to take on the task. We’ll become your sales manager.