If you find
yourself with 10 minutes at some point in the day, here are 10 things you can
do to improve your team’s chances of success.*
1.
Review
the last 4 weeks of pipeline reports and weekly call planners for one of your
average-performing team members. See what it tells you.
2.
Tell
one of your team to schedule a day of calls with you in the next two
weeks. Be specific about the mix of
customers and prospects you’d like to meet with.
3.
Call
two of your bankers and ask them what you can do to help them with any deals in
their pipelines.
4.
Think
about how to improve the quality of your weekly sales meetings. If you’re
stumped about how to improve them, ask one of your peers to sit in (or listen
in) on your next meeting.
5.
Arrange
time to sit down one-on-one with all of your direct reports to review where
they stand with their top customers and prospects. Make sure they share with
you in advance their relationship plans for each customer/ prospect.
6.
Think about what additional training your
team needs. If you’re not sure how to get it, call your Training Department or
a banking trade association like RMA for help.
7.
Let
your boss (or your boss’s boss) know which of your team members deserves
special recognition.
8.
Assess
how well your sales people are using the tools you have provided them with
(e.g. First Research, prospect information, call planning templates on your
bank intranet, etc.) If you don’t like the answer, do something.
9.
Call
up a prospect whose business one of your team members failed to land recently.
Tell them you’d like to get some feedback on how your colleague could do better
in the future. You may be surprised what you’ll learn.
10.Evaluate
your own performance as a sales leader. If you’re interested in a checklist
that you can use, go to
http://mzbierlyconsulting.com/tips-managers.html.
* All of
these assume that you have built a sales process that incorporates market
management principles and guidance on building relationships with customers,
prospects and COIs. If you haven’t, call me at 610-296-4772 or send me an email
at
nmiller@mzbierlyconsulting.com.
We can get you started.