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.

Yet this intentional congruence is one of the most important practices that you must follow if you want to grow and prosper.
In this blog, I want to share with you a concept that has transformed the strategic planning results for hundreds of banks, increasing profits by 20 to 50 to even 100% in one year.
Challenge #1
The traditional planning process done by most banks doesn’t allow for proper alignment, making it almost impossible to be a top-performing bank.
Challenge #2
Almost nobody really seems to know what exactly to align.
Challenge #3
Your executive team, with all the best of intentions, seems to be at odds about priorities. So they’re each doing their thing without knowing exactly what they are all collectively and individually responsible for creating regardless of department responsibilities. It seems like these same problems have been looming in almost every bank for decades.
So let’s rewrite history.
Unlike so many traditional planning processes, the best approach to strategic planning for elite banks that are all performing fears in growth and profitability is a one-page plan designed exclusively for community banking. It includes all the key ideas from the BHAG to the vision values and key initiatives, to name a few.
Prepare for some powerful conversations because prioritizing the parts of your plan onto one sheet focuses on critical thinking skills. I always have a bank give me a rough one-page plan before we start working together. It takes them two full days of challenging everything to settle for the final plan, which is always infinitely different from the first plan.
It’s hard work, but quite frankly, some of the most critical work an executive team ever does.
Create a supportive quarterly strategic planning process where all the “got-a-minute” interruptions are replaced by a few days of deep thinking, challenging, and committing. It ramps up the implementation by at least 50% so that you can get to your desired results faster.
I’ve heard bank after bank say, “We hit every goal and every deadline,” which is the point of strategic planning, the peace of mind, of knowing that you can live your commitments — what a contrast to what was happening with the old process!
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