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Making the Client Call Suite

This suite of three courses, one exercise module, and one toolkit* explores best practices for conducting client calls, over the phone and in-person. Identify specific client needs by recognizing clues that clients provide, and presenting solutions that meet those needs. Completing this suite provides tips and tactics for making client calls successfully. Concise, impactful lessons can be applied on the job immediately.

Duration: Approximately 20 minutes
Created: January 2018


*Only available as a suite

  • ​Calling on Clients
    Guides you through best practices for making client calls, both over the phone and in-person. Explore the preparatory steps for making calls.

  • Identifying Client Needs
    Guides you through identifying and understanding clues that clients give about their needs during interactions. Enhance skills for conducting insightful client interviews.

  • Presenting Solutions that Match Client Needs
    Guides you through crafting effective statements and questions that lead to a successful sale. Explore the steps for presenting solutions that match client needs.

  • Making the Client Call – Apply What You've Learned
    Practice identifying and understanding client needs, and then presenting solutions to meet those needs.

  • Toolkit
    Guides you through working with a coach to increase learning retention and provides additional reference materials for on-the-job application of client calling skills.


Branch and administrative office sales staff, call center staff, new hires, and anyone who may call on customers.

Course Credits

ABA Certificates: This suite applies to the following certificates:

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Questions? Please contact for more information.




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


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