Turn One Account Into the Whole Relationship.
Your bankers grow a single account into a full household relationship, more products, more balances, more loyalty.
What changes.
- Map the full household or business banking need
- Recognize the moment to deepen, not just service
- Grow products and balances per household
- Turn one account into lasting loyalty
What's happening now
You have customers in your system who have had one account for twelve years. They trust you. They would give you more business if someone asked. No one has. Your bankers manage their assigned book and keep the existing relationship happy, but they rarely sit back and look at the full household picture and say what are they not doing with us that they should be. The relationship breadth is sitting there. It just never gets worked.
A household with one product is already half-gone. They have other balances somewhere else, other decisions being made with another bank's guidance. The relationship you have is a starting point, not a destination. If you don't deepen it, someone else will.
What changes on the floor
- Your bankers start reviewing relationship breadth proactively, not reactively
- One-product households start converting to multi-product relationships
- Customers bring their full banking to you instead of splitting it across banks
- Relationship breadth per household becomes a coached goal
What your team walks out able to do.
- 01
Map the full household or business relationship, every product, every gap
- 02
Recognize the right moment to have the full-picture conversation
- 03
Open the relationship-broadening discussion without it feeling like an audit
- 04
Introduce the next product as the natural progression of the relationship
- 05
Engage a spouse, business partner, or adult child in the conversation
- 06
Set a follow-up that brings the next piece of the relationship to your bank
Who should be in the room.
The install sticks when the people who coach it are there too.
- Relationship bankers
- Personal bankers
- Small-business bankers
Why it still works six months later.
The household review becomes a standard practice, built into the relationship rhythm and inspected in the MMI weekly cadence. It is not something your bankers remember when they get around to it, it is what they do in every scheduled review.
What this install costs.
Why cohorts are capped at 20. Beyond about twenty people a session stops installing behavior and becomes a lecture. The cap is a quality standard that protects the install, not a restriction. A bank with a larger frontline runs a second cohort the same day at $8,000.
Why Leader Installs Cost More This Private Skill Install puts one skill into a team. A Leader Install or Enterprise Installation puts the whole operating system into the bank, Guide, Don't Drive itself, not a single capability. One changes what people can do. The other changes how the bank behaves under pressure. That is why Leader Installs run significantly higher.
See all pricesOne install, or build a track.
Pair it with two related installs for $30,000 and save $6,000.
Sell by Serving, Not Pushing
Find the Need Before You Pitch
The Lender's Relationship Playbook
Become the Banker They Trust With Their Money
Turn Happy Customers Into Referrals
- Cohort sizeUp to 20
- Same-day second cohort$8,000
- Three-install track$30,000
Tell us who needs this install and we will scope it for your bank within one business day.
Installed, not taught.
Every offer runs the same four steps. That's why the behavior is still there in 90 days.
- Learn the behavior.One specific behavior, practiced on situations from your own bank.
- Commit in writing.Each person writes what they'll do, where and with whom.
- Apply it at work.Real customers, real team members, real pressure.
- Inspect 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.