Pick Up the Pace for Cross-Selling

Thanksgiving is the perfect time of the year to pick up the pace for cross-selling. Everyone is busy, has gift giving on their mind and appreciates someone that shows interest in them.

Sometimes we avoid cross selling because we just don't know what to say. Try some of these scripting ideas:

Mrs. Reed, any special plans for thanksgiving?

Their answer could lead you to exploring the gift of a savings account for grandchildren or a line of credit to manage holiday expenses.

Good to see you, John, I've been meaning to ask you about activating the rewards benefit on your account. It’s a great way to build up points you can use on purchasing tools or gifts, are you ready to start earning those points?

Anytime you have an offer that saves the customer money or provides additional benefits engage them by asking or offering benefits related to the offer.

Mrs. Wilson, I noticed on your commercial checking account you don’t have our online, easy, and affordable payroll service. I want you to have this information; customers like you tell me this service has saved them time, stress and bookkeeping services. May I have a payroll specialist call you about automating your payroll?

Mr. Leland, are you aware I can waive your small business checking account fee each month when you open a commercial savings account with an automatic transfer of at least $100 each month? It’s a great deal, saves you money every month meanwhile you’re stashing away extra cash for the unexpected! Can I sign you up?

Convenience is everything to the customer. Like you they like fast, easy, convenience products and services. Turn the customer on to the products you have to offer that are of maximum convenience.

Happy Thanksgiving!

Still learning

Honey

How's Your Relationship with E-Mail?

When you open your inbox, do you hold your breath in fear of an avalanche of new e-mails? There’s no denying that e-mail makes us feel overwhelmed and anxious, even stressed. Each new message is screaming for attention and we usually feel obligated to respond to them straight away. In the meantime, our other work lags behind and our whole day becomes disorganized.

Here’s a scenario you will recognize

Your coworker, or worse, your supervisor asks you to print a copy of that e-mail from last week. You know, the one with the important meeting notes. This is the moment your heart-rate increases. It’s not that you haven’t seen the mail. You clearly remember reading it 3 days ago. You just can’t seem to find it as you scroll down a couple of pages. You start sweating as you type ‘meeting’ in the search function and all that pops up is an e-mail entitled “50% OFF meeting planners. Act before December 1st 2004”.

Even if you vigorously try to tackle the never-ending stream of messages, ultimately you will reach a point where you don’t feel in control anymore.
We say it’s time to retake control of your inbox. Register now for our December 10 Webinar: Conquer Your Inbox. You’ll learn techniques that will help you organize your inbox and keep it that way!

Still learning

Honey