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Making Effective Renewal Calls

This multimedia course comes in two distinct versions:

  1. Single User Self-study Format
  2. Training & Development Facilitator Edition

Both are designed for staff who need to make more effective renewal calls. By effective we mean that they will take the call beyond simply asking the client what they want to do. They will first try to secure an appointment, and if that cannot be accomplished, they will go through a sales process  that not only attempts to retain the business, but to also explore for additional needs. While the examples use for this training are for an investment renewal call, the concepts can be easily applied to mortgage renewals.

Screenshot of online learning interface effective renewal calls

The program content includes:

  • The need for reaching out to client increases as technology reduces in person contact with financial institutions.
  • Difference between selling in person and on the phone.
  • Sales is not a dirty word! How by being proactive we are helping clients and by not, we are providing less the optimal service.
  • 6 compelling reasons for making a renewal call.
  • People buy solutions to problems, not products. Understanding the common financial challenges facing your clients.
  • The importance of asking the client for a face to face meeting.
  • Common incorrect assumptions typically made when calling renewals.
  • Example of a call made poorly and discussion around why.
  • How to prepare for making the calls.
  • Simple 4 step process to get the conversation started.
  • Example of a call done well.
  • What to do when the client does not want to meet face to face.
  • Investigating additional opportunities.
  • A technique to help people ask difficult questions.
  • How to ask the client to progress to the next step in the sale.
  • Example of taking the call beyond the initial need.

The flexible self-study version can be completed in 50 minutes but the learner has 90 days of access to work on their skills, revisit the content, and practice.

Cost: $49.95 CDN

 

Sales Conversations Training for Tellers video

 

Product Guarantee: Our products are so good, that they are covered under Fusion's 7-day, no-risk, no-questions-asked, money-back, 100%-satisfaction guarantee!

This product is also available in a Training & Development Facilitator Edition.

Online learning phone calls for renewals

This multiuser, multimedia version of the course is designed for organizations that would like an internal trainer to teach multiple participants how to make more effective renewal calls. By effective we mean that they will take the call beyond simply asking the client what they want to do. They will first try to secure an appointment, and if that cannot be accomplished, they will go through a sales process  that not only attempts to retain the business, but to also explore for additional needs. While the examples use for this training are for an investment renewal call, the concepts can be easily extrapolated for mortgage renewals.

As a facilitator, you get a one year access licence for unlimited participants and these powerful support tools:

  • Video Train-the-trainer
  • Facilitator guide
  • Manual for participants
  • Sample scripts
  • Coaching Ideas

All pricing listed below is in Canadian dollars. If you require multiple licenses please contact us for pricing.

Course Description Duration Cost

Self Study Edition-

Making Effective Renewal Calls

This single user, multimedia course is for those who want to make more effective renewal calls. By effective we mean that they will take the call beyond simply asking the client what they want to do. They will first try to secure an appointment, and if that cannot be accomplished, they will go through a sales process  that not only attempts to retain the business, but to also explore for additional needs. While the examples use for this training are for an investment renewal call, the concepts can be easily extrapolated for mortgage renewals.

50 Minutes

90 Day Access

$49.95

Online sales training for service people

Facilitator Edition-

Making Effective Renewal Calls - Training & Development

The facilitator would need a computer with sound & video capability, internet access, and connection to a projector. They would stop the video presentation at set times marked out by the Guide to facilitate the suggested breakout exercises and discussion. What’s included?

  • Video Train-the-trainer
  • Facilitator guide
  • Manual for participants
  • Sample scripts
  • Coaching Ideas

With exercises, 2 hours (depending on scope of discussions)

1 Year Access

Unlimited Participants

$495

online selling skills for service people

Product Guarantee: Our products are so good, that they are covered under Fusion's 120-day, no-risk, no-questions-asked, money-back, 100%-satisfaction guarantee!