Calling on Small Business Customers

Provides guidelines on how to plan effective calls with small business clients. Explores the steps in the Call Planning Model and focuses on gathering resources and identifying goals for the call, and the steps to strategize the actions to take during the call.                                              

Updated: Jul. 2017
Re-versioned: Aug. 2016

Learning Obj​​​​ectives

After completing this course, students will be able to:
  • Identify the importance of planning calls and setting call priorities
  • Use the Relationship Selling Model and the Call Planning Model as tools for building and maximizing client relationships
  • Develop action strategies to help you successfully close a call and build a strong business relationship


Bank personnel who are responsible for face-to-face small business customer calls.

Course Credits

ABA Certificates​: This course applies to the following ABA Certificates:

​Questions? Please contact for more information.

 Benefits of Self-Paced Training

  • Ultimate flexibility
  • Quizzes to support learning
  • Mobile format available

 Registration & Pricing


Individual Purchase:
ABA Member • $95
Non-Member • $130

Purchase for a Team:
To license this course to your bank for multiple learners, please contact ABA Training.


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