Sales and Service Culture Development or Improvement

Our “Sales and Service Tune Up” is a terrific tool for financial institutions to improve their results. If you are just starting out and need a good implementation plan or if you have been at it a while and want to get to that proverbial “next level”, the Tune Up is the right tool. Though the approach is customized for each company the basic process includes:


Generally we have three concurrent pieces to our research:

Employee Interviews – we’ll conduct individual interviews with managers and officers, and focus groups with your employees.

Employee Survey – We use an anonymous, on-line survey that gives everyone a chance to express their opinions of your company’s current sales practices. The survey is simple – it takes less than 20 minutes to complete, and can be stratified in many different ways.

Review of existing practices – We’ll ask you for documentation of you existing policies and procedures, which we’ll review in depth and provide recommended modifications.


This is actually the end result. We finish by presenting an on-site briefing with the client that shows the results of our research and present them with a plan to implement actions that will improve their results. You’ll be amazed what an “outsider” can learn about your organization when they follow a process, compare your operation against a model, have an unbiased approach, and actively listen to staff members at all levels. We will help you identify your strengths and weaknesses and develop a practical plan that will give you amazing improvements in your results.