Your Team Selling Checklist [VIDEO]
Tag-alongs aren’t team selling. Use this checklist to assign roles, split first vs. second call objectives, and run the pre-call prep that produces 85–90% close rates on top-100 prospects.
Welcome to the Top 5 Percenter™ Blog
3 Essential Questions to Increase Sales
What I’m about to say to you is sales heresy…
The most successful sales people don’t actually “sell.”
That’s right. They don’t sell.
They facilitate buying.
You’re thinking, “But wait Roxanne, that’s just semantics.”
If that’s true, then ask yourself… “Are 100% of your people comfortable with (and using) the sales script your last sales trainer taught them?”
Of course they’re not…because that kind of “selling” (really just clever manipulation) is uncomfortable for most and, when taken to the extreme…unethical.
Yet, in bank after bank, after bank (hundreds now), we’re able to quickly get even the most timid to embrace and master the role of “buying facilitator”…
All with just three types of questions (and no sleazy sales script!).
I’ll walk you through all three questions on today’s video…
But before you go watch it, you’ll just want to grab a new tool we just released…
It’s called the Team Selling Checklist and it’s for community banks who are making the shift to “team selling” (and you should).
With this checklist and the 3 questions on today’s video, you’ll be on your way to team selling success!
Now, here’s today’s video…
More From The Blog
How Community Banks Deliver WOW Customer Service [VIDEO]
Most banks deliver “pretty good.” That’s not loyalty. This episode reveals a 3-step execution system—blended learning, measurement, coaching, and celebration—to engineer daily WOW service that sticks and grows deposits, margin, and community pride.
The Silent Profit Killer: How to Stop Rate Matching and Take Back Your Margin
Roxanne Emmerich exposes the hidden flaw in your strategy that’s quietly destroying net interest margin — and the proven path to take back your pricing power.
The AI Wild West
AI isn’t coming—it’s already here. Discover why most bank roles are now obsolete, and what your team must become to survive.
Your Plan Won’t Save You in a Merger—But This Will
Your plan won’t save you. A strategic planning system designed for high-stakes execution will. Here’s how top community banks avoid merger collapse.
Why Culture Cannot Be Delegated
Most banks pretend that culture can be delegated. Wrong. Elite banks weaponize culture as their profit engine. Here’s the system CEOs can’t ignore.
The Strategic Planning Lie That’s Keeping Banks Mediocre
Roxanne Emmerich exposes the toxic lie behind most strategic plans—and the second-order thinking top banks use to pull away from the pack.
What Boards Miss That Can Tank a Bank
Your boardroom may be your biggest blind spot. Discover how elite banks fix strategy at the Breakthrough Banking Blueprint™ Bootcamp.
What Your Board Doesn’t Know About Performance—And What It’s Costing You
Most boards are left out of execution—and it’s destroying performance. Here’s how top 5% banks fix it.
The Strategic Planning Lie That’s Keeping You Average
Forget templates. Roxanne Emmerich reveals how top banks burn the rulebook and build execution systems that deliver relentless results.