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Selling to Small Business

Printable (PDF) Course Overview

Printable (PDF) Course Syllabus

At Questa, we believe that bankers who are valuable to their small-business clients and prospects set themselves apart from the competition. These bankers ask the right questions and know when to listen. They take time to understand their client’s business, solve the owner’s problems and provide them with tailored solutions.

Selling to Small Business is a one-day program divided into two segments. The first focuses on the process of managing a face-to-face sales conversation with a business owner. Participants learn the "negotiating ladder." They learn how to create permission, how to uncover a client’s pain and needs, and motivate them to action. They also learn how to determine who are the decision-makers, how to present a financial solution and create a proposal designed to gain a client’s commitment.

The second half of the course reviews skills and strategies to drive the sales conversation.

Bankers come away with a dynamic sales road map for relationship-based selling. They learn a clear, step-by-step selling process that includes an assortment of sales strategies, from pre-call planning to follow-up discussions.

Coaching the Skills

Using hands-on tools and strategies, Coaching for Selling to Small Business is designed to increase the competence and confidence of the sales managers as they reinforce skills and help improve the banker’s sales behavior.

Fast-paced and dynamic, this coaching is an on-going building block within the new sales process -- a critical component to maintaining sales momentum.

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