From Selling Products to Building Partnerships
Our client is a financial services sales team that needed to stop pitching products and start having real business conversations with entrepreneurs.
They had 6 months to change their approach while keeping their sales numbers up.
How we Made Change Happen
Spent time with real customers to understand what entrepreneurs actually worry about
Weekly team meetings to share what they learned and practice new conversation approaches
One-on-one coaching to help each salesperson apply these insights with their own clients
Meaningful results
Revenue increase by helping customers better rather than selling harder
Sales conversations changed from product pitches to genuine business discussions
Team became excited about work again - they felt like they were actually helping people
Customers started seeing them as trusted advisors instead of just another salesperson