← Compare all options
The skill your team needs next,installed in an afternoon.
Training teaches what to do. A Skill Install makes sure your people still do it in 30 days. Pick one skill, for one team or one person.
Private Skill Installs
$12,000For one of your teams, at your bank. 31 topics, cohort up to 20. Same-day second cohort $8,000. Three-install track $30,000.
Open Skill Installs
Priced per seatOne seat, one person. In our Livonia office or online. See upcoming dates
Installed, not taught.
Every offer runs the same four steps. That's why the behavior is still there in 90 days.
- 1Learn the behavior.One specific behavior, practiced on situations from your own bank.
- 2Commit in writing.Each person writes what they'll do, where and with whom.
- 3Apply it at work.Real customers, real team members, real pressure.
- 4Inspect it weekly.A short weekly check (MMI) makes sure it held. What slipped gets a recovery plan.
Every Skill Install ends with written commitments and a 30-day check-in.
The catalog.
Frontline
For the people who face your customers every day.
- Turn Service Into SalesYour tellers already have the conversations. This makes each one grow the relationship.Half-day
- Grow Deposits at the DeskTellers and bankers open the next product in the everyday conversation, so deposits walk in the door instead of out.Half-day
- Ask Better Questions, Serve Bigger NeedsYour people surface what a customer really needs, so they serve more and sell more without pushing.Half-day
- Handle the Hard CustomerYour frontline defuses the angry customer and keeps the relationship instead of escalating or folding.Half-day
- Make Every Visit Feel LocalEvery interaction feels like the reason people chose a community bank, from your busiest teller to your newest.Half-day
- Make New Customers StickA new customer becomes a real relationship in the first 90 days, before they drift to the next bank.Half-day
Bankers & Lenders
For the people who grow balances and books.
- Sell by Serving, Not PushingYour bankers win on trust and judgment, not product pushing, so customers bring more of the relationship instead of resisting the pitch.1 day
- Find the Need Before You PitchBankers uncover the real need before recommending anything, so what they offer lands.Half-day
- Turn One Account Into the Whole RelationshipGrow a single account into a full household relationship: more products, more balances, more loyalty.Half-day
- The Lender's Relationship PlaybookLenders win and keep borrowers on relationship, not rate, earning repeat and referral business.1 day
- Compete on Relationship When They Only Talk RateHold the balance on value instead of matching every rate down the street and pushing up your cost of funds.Half-day
- Turn "Let Me Think About It" Into YesMove past the stall by serving the real concern, so more conversations move forward.Half-day
- Turn Happy Customers Into ReferralsSatisfied customers become a steady stream of introductions, the cheapest growth in the building.Half-day
- Get the Meeting: Outreach That Earns a YesGet in front of the prospects your bankers can't seem to reach, and fill a real pipeline.Half-day
- Build Your Referral NetworkRealtors, CPAs and attorneys who feed deposits and loans on repeat.Half-day
- Become the Banker They Trust With Their MoneyThe trusted local partner customers actually talk to about their money.Half-day
- Keep Customers Through a Merger or ChangeKeep customers and calm through a transition so balances and relationships survive.Half-day
- Win Back the Customer You LostRecover relationships that walked, at a fraction of the cost of winning new ones.Half-day
AI for Selling
For teams who need their time back for relationships.
- Sell Smarter With AI: Automate the BusyworkBankers use AI to cut busywork and put the time back into relationships.Half-day
- Know Who to Call and Why, With AIThe next best action for every relationship, so nobody slips through the cracks.Half-day
- Prep Any Meeting in Minutes With AIWalk into every customer meeting ready, no scrambling.Half-day
- Spend Your Time Where the Growth IsHours go to the activity that grows the bank, not the busywork.Half-day
Managers & Branch Leaders
For the people who decide what gets coached and what gets tolerated.
- Coach the Behavior, Not Just the NumberManagers coach what produces results, so the numbers move because the behavior did.Half-day
- Address It Before It Becomes CultureManagers address the slip instead of tolerating it, so standards hold.Half-day
- Leading a Team You Were Just Promoted OverNewly promoted managers lead former peers without losing them.Half-day
- Difficult Conversations That Don't Get AvoidedLeaders stop avoiding the conversations that quietly cost performance.Half-day
- Run a Sales Huddle That WorksA short huddle that changes behavior, not another status meeting.Half-day
CEOs & Executives
For the decisions only the top of the bank can make.
- Succession Planning: Build the Bench Before You RetireA ready successor and real depth, not a cliff when key people leave.Executive session
- Let Go Without Losing the BankThe bank performs without you in every room, so you get your time back without losing control.Executive session
- Lead Your People Through the ChangeMove through M&A, conversions and change with performance steady through the transition.Executive session
- Build an Executive Team That Owns ItYour leadership team owns the outcome instead of protecting turf.Executive session
Not sure which skill comes first?
Take the free DriftCheck™, or book 30 minutes with Steve.