Calling on Small Business Customers
Course Catalog | Registration
Calling on Small Business Customers provides instructions on how to plan effective calls with small business clients. This course teaches the steps in the Call Planning Model. For practice, students will walk through calls involving fictitious and actual clients. This course also offers the opportunity to practice planning calls with a high degree of skill and confidence
REVISED: 2009
| Price |
$130 Nonmembers / $95 Members |
| Course Credits |
AIB: 0.0 ICB: 2 CPB |
| Prerequisites |
None. This course builds on the student's experience and skills in using a needs-based selling cycle. A basic knowledge of business/consumer products and services would also be useful. |
| Required Software |
None |
| Optional Software |
Adobe Acrobat Reader and RealPlayer |
Audience
Bank personnel who are responsible for face-to-face small business customer calls.
Learning Objectives
After completing this course, students will be able to:
- Explain the importance of planning calls and setting call priorities
- Identify call situations and associate them with the four call types
- Summarize and apply the steps in the Call Planning Model
Questions? Please contact training@aba.com for more information.
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