Outside Calling School

This TWO-PART Outside Calling School helps you Drive New Revenue

Each session is 9:00am-12:00pm EST via Zoom.

The Live e-Classroom training is presented via a secure Zoom Platform.  Upon individual registration, each student will receive a password and log in link to access the course. Participants will engage in discussions, small group activities, and skills practices to ensure that ideas are shared and learning is entertaining and adopted.

Program Overview
The 2-lesson Outside Calling School will deliver the most up-to-date selling techniques to help you and your company deliver loan and deposit results even during this “new-normal” economy. You will go through the selling process to identify how to gain the trust of your client, gain a larger share of wallet, and sell what your client truly needs. We will also address how to effectively manage the pricing discussion, how to overcome objections, and how research and profiling the client/ prospect will improve targeting, prospecting and presentations.

The school will focus on three main areas:

  1. Outside Calling
  2. Negotiation Skills and Selling at Higher Margins.
  3. Researching and Profiling Your Clients and Prospects.


  • Calling successes & challenges
  • STEP 1: Pre-Call Planning
    • Getting out of the office both virtually and in person
    • Call planning on top clients & prospects
    • Gaining the virtual or in person appointment
    • The initial meeting
    • More, Better, Different, Less Clinic
    • Do we use technology or meet in person?
    • Plan what to bring on the call
    • Plan bridging and introductory comments
  • STEP 2: The Virtual or In-Person Encounter
  • Get them talking!
  • Listening and communicating how you can help
  • Making a recommendation and asking for the business
  • Earning referrals
  • STEP 3: Post Call Follow Up
    • Expanding your notes to capture the call
    • Calendaring follow up activities
    • Drafting a thank you note
    • Assessing the call
    • Compete on anything other than price
    • The value proposition?
  • Premium pricing
  • Negotiating techniques
  • War Games – Handling objections
  • Draft an Action Plan for skills transfer

Who Should Attend:

Any professional who has client contact, including the branch staff, commercial and consumer lending staff, trust and investment staff, and the mortgage staff.

Diplomas and Certificates Applicable to the Outside Calling School:

Related Topics


Jennie Sobecki
Jennie Sobecki

Jennie Sobecki is Co-Owner and CEO of Focused Results, a sales and marketing strategy, consulting, and training firm concentrating on results-driven process consulting and training experience in commu... read more.

Course Title Credits Start Date Start Time End Date Delivery Type Delivery Option Instructor / Location Price
Outside Calling School .5 02/07/2024 12:00pm 02/21/2024 Online Live E-Classroom Training Jennie Sobecki $500.00 Register Now
Outside Calling School .5 02/08/2024 9:00am 02/15/2024 Online Live E-Classroom Training Jennie Sobecki $500.00 Register Now
Course Title Credits Start Date Start Time End Date Delivery Type Delivery Option Instructor / Location Price
    Your Cart
    Your cart is emptyCourses and Events