7 Steps to a Complete Sales Process

A few years ago, I had the opportunity to spend an entire day shadowing team members in a client?s branch network. I do quite a bit of shadowing of team members who have been through my training, but this was a special situation. I was invited to shadow these team members before training was delivered. I was excited for this opportunity. Particularly, I was interested in the sales mindset, processes, and skills these salespeople used to expand and deepen relationships with their members through everyday conversations. The credit union arranged the ?tour? for the day, visiting three different branch locations and sha...

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