Customized Targeted Peformance Solutions

Customized Targeted Peformance SolutionsSM

Module Menu Examples

Behavioral
Deficits

Key Program Module
Learning Solutions

BBE Tool Solutions

Manager’s inability to provide honest and candid feedback from observations	Professional Sports Coaching for Business Module 4: Coach Skills Sub Module: Observational Feedback	Overarching Blueprint Capstone On-Line Application Period Customized Targeted Performance SolutionsSM Regional Skills Mentors Team Leaders Role Models Breakthrough Performance TechnologiesSM
Manager’s inability to effectively build skills of the individual observed	Professional Sports Coaching for Business Module 4: Coach Skills Sub Module: Skill Building	Overarching Blueprint Capstone On-Line Application Period Customized Targeted Performance SolutionsSM Regional Skills Mentors Team Leaders Role Models Breakthrough Performance TechnologiesSM
Inability to identify employee deficits to help the individual actualize peak performance	Professional Sports Coaching for Business Module 2: Analyze Data	Overarching Blueprint Capstone On-Line Application Period Customized Targeted Performance SolutionsSM Regional Skills Mentors Breakthrough Performance TechnologiesSM
Inconsistent and ineffective follow-up and feedback from leaders and managers	Professional Sports Coaching for Business Module 6: Follow-Up and Follow Through Extraordinary Sales Leadership Module 8: Follow-Up Leading Breakthrough Service Performance Module 6: Following Up Structured Sales and Service Management Module 7: Follow-Up and Accountability	Overarching Blueprint Capstone On-Line Application Period Customized Targeted Performance SolutionsSM Regional Skills Mentors Breakthrough Performance TechnologiesSM
Resistance to sales culture change derived from training, new IT systems, mergers, acquisitions, and consolidations	Leading the Call Center Relationship Management Labs Module 3: Change Management Breakthrough Behavioral Embedding® Structured Sales and Service Management Modules	Overarching Blueprint Capstone On-Line Application Period Customized Targeted Performance SolutionsSM BBE Structured Sales and Service Management Hot Houses Management Partnership Agreement Breakthrough Performance TechnologiesSM
Demonstrating a negative bias toward interdivisional and interdepartmental, primed and pre-qualified cross-referrals	OneBankism Prospecting Lab Module 1: Segment 1: Implementing the OneBankism^® Vision Module 1: Segment 3: The OneBankism® Mutual Charter Agreement Module 1: Segment 4: Overcoming Strategic Partner Objections to the Mutual Charter Agreement Module 1: Segment 5: Internally Marketing the Mutual Charter Agreement Scripting Clinic Module 2: Segment 1: The OneBankism® Sales and Service Presentation Breakthrough Behavioral Embedding® Structured Sales and Service Management Modules	Overarching Blueprint Capstone On-Line Application Period Customized Targeted Performance SolutionsSM BBE Structured Sales and Service Management Professional Sports Coaching for Business OneBankism® Prospecting Lab Management Partnership Agreement
Inconsistently demonstrating a consultative, relationship-driven management process that coincides with good customer service versus customer-centricity	OneBankism® Prospecting Lab Module 2, Segment 1: The OneBankism® Sales and Service Presentation Proactive Relationship Banking Module 8: Discover Needs: The Mini-FiNAPSM Proactive Relationship Management Lab Module 4: Discovering Needs Module 7: Preparing Financial Recommendations Breakthrough B2B Banking Module 3: Discover Needs Call Center Relationship Management Lab Part II Module 11: The Seven-Phase Call Center FiNAP® Presentation Perfect Initial Account Opening Module 3: Behavior Three: Mini-FiNAPSM	Overarching Blueprint Capstone The cbway® On-Line Application Period Customized Targeted Performance SolutionsSM Certification and Mastery Accreditation OneBankism® Prospecting Lab Management Partnership Agreement Regional Skills Mentors Team Leaders Role Models Breakthrough Performance TechnologiesSM
Teller Referrals: Inability to recognize and act on clues for referrals/ sales opportunities	Branch Service and Sales Series Module 10: Tag-Ons and Unrelated Tag-Ons Module 11: Related Tag-Ons	Overarching Blueprint Capstone Perfecting Processes The Perfect Hour® Lab for Tellers On-Line Application Period Customized Targeted Performance SolutionsSM Certification and Mastery Accreditation Regional Skills Mentors Team Leaders Role Models Breakthrough Performance TechnologiesSM
Teller Referrals: Inability to transition to a referral after use of a tag-on	Branch Service and Sales Series Module 12: Referrals The Warm Hand-Over The Perfect Hour Lab® for Tellers Module 5: Perform an Appropriately Scripted Referral to Other Bankers	Overarching Blueprint Capstone Perfecting Processes The Perfect Hour® Lab for Tellers On-Line Application Period Customized Targeted Performance SolutionsSM Certification and Mastery Accreditation Regional Skills Mentors Team Leaders Role Models Breakthrough Performance TechnologiesSM
Teller Referrals: Lack of warm hand-over when introducing the client or prospect to the banker	Branch Service and Sales Series Module 12: Referrals The Warm Hand-Over The Perfect Hour Lab® for Tellers Module 5: Perform an Appropriately Scripted Referral to Other Bankers	Overarching Blueprint Capstone Perfecting Processes The Perfect Hour® Lab for Tellers On-Line Application Period Customized Targeted Performance SolutionsSM Certification and Mastery Accreditation Regional Skills Mentors Team Leaders Role Models Breakthrough Performance TechnologiesSM
Tellers are consultatively detached; only quote rates or list products versus using clue recognition and appropriate warm hand-overs	Branch Service and Sales Series Module 11: Related Tag-Ons Module 12: Referrals – The Warm Hand-Over Call Center Relationship Management Lab Part I Module 5: The Warm Hand-Over	Overarching Blueprint Capstone Perfecting Processes Perfect Initial Account Opening On-Line Application Period Customized Targeted Performance SolutionsSM Certification and Mastery Accreditation Regional Skills Mentors Team Leaders Role Models Breakthrough Performance TechnologiesSM
Bankers are consultatively detached; only quote rates or list products versus conducting needs analysis profiling	Proactive Relationship Banking Additional Mini-FiNAPSM Demonstration Module 6: Reactive Selling	Overarching Blueprint Capstone Perfecting Processes Perfect Initial Account Opening On-Line Application Period Customized Targeted Performance SolutionsSM Certification and Mastery Accreditation Regional Skills Mentors Team Leaders Role Models Breakthrough Performance TechnologiesSM
Teleconsulting calls do not produce desired results	Advanced Proactive Teleconsulting Lab Advanced Proactive Teleconsulting Process: Phase 1 Pre-Call Preparation Phase 3 Discovering Needs Phase 4 Recommendations Skill Building: Preemptive Strikes Call Center Relationship Management Lab Part II The Seven-Phase Call Center FiNAP® Presentation: Phase 2 Understanding Initial Needs Phase 3 Presenting Recommendations Phase 4 Closing Techniques Proactive Relationship Banking Module 9: Proactive Teleconsulting Extraordinary Investment Selling Skills Module 10: Teleconsulting	Overarching Blueprint Capstone The cbway® On-Line Application Period Customized Targeted Performance SolutionsSM Certification and Mastery Accreditation Regional Skills Mentors Team Leaders Role Models Breakthrough Performance TechnologiesSM
Lack of entry lines that include benefit to the client or prospect	Advanced Proactive Teleconsulting Lab Advanced Proactive Teleconsulting Process: Phase 1 Pre-Call Preparation Phase 2 Entry Lines Call Center Relationship Management Lab Part II The Seven-Phase Call Center FiNAP® Presentation: Phase 1 Introductory and Entry Lines Proactive Relationship Management Lab for Portfolio Banking Module 4: Discovering Needs Phases 1 and 2 Intro and Entry Lines	Overarching Blueprint Capstone The cbway® On-Line Application Period Customized Targeted Performance SolutionsSM Certification and Mastery Accreditation Regional Skills Mentors Team Leaders Role Models Breakthrough Performance TechnologiesSM
Does not include the offer to assist others at the end of teleconsulting contacts	Advanced Proactive Teleconsulting Lab Advanced Proactive Teleconsulting Process: Phase 8 Offer to Assist Others Tag-On Call Center Relationship Management Lab Part II The Seven-Phase Call Center FiNAP® Presentation: Phase 6 Offer to Assist Others Tag-On	Overarching Blueprint Capstone The cbway® On-Line Application Period Customized Targeted Performance SolutionsSM Certification and Mastery Accreditation Regional Skills Mentors Team Leaders Role Models Breakthrough Performance TechnologiesSM
Inconsistently using compliance language in customer conversations Not remembering the key benefits and features of products/services	Breakthrough Product Knowledge Module 3: Product Grouping Module 4: Specific Products: Sequence Learning Breakthrough Performance Technologies – Performance Drilling Professional Sports Coaching for Business Module 4: Coach Skills Module 9: Structured Time Management Breakthrough Behavioral Embedding® Structured Sales and Service Management Modules	Overarching Blueprint Capstone Customized Targeted Performance SolutionsSM BBE Structured Sales and Service Management Professional Sports Coaching for Business Breakthrough Performance TechnologiesSM – Performance Drilling

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