Your Goals:	Develop an effective Officer Call Program
Your Strategy:	Prepare bank officers to initiate effective outside calls
The Problem:	Finding a training program that can be specific to your bank
The Answer:	GOAL RU$H

The Officer Call Program focuses on three areas:

• Business Development
• Customer Maintenance
• Community Involvement

Business Development 

• Non-customers cold calls. 
• Referrals maintenance calls. 
• Existing customers calls with specific purpose to court and/or request specific additional business.
• Collaborating with entities such as IMG for business expansion.

Customer Maintenance

• Existing customers call with purpose to maintain customer relationships.

Community Involvement 

• Related community activities calls.

How do we start?

• Determine bank, team and individual goals.  Break them down into yearly, quarterly, monthly, weekly goals.
• Encourage each participant to build a Personal Marketing Plan.
• Implement a profiling customers system, tracking calls and recording/centralizing call reports.
• Develop forum for sharing successes and difficulties (weekly/bi-weekly sales meetings).
• Develop an incentive system to reward participants.
• Determine our calls “interpretation”.
• Actively participate in training provided by Jim King and others as time progresses.

Officer Call Plan

• Well Planned, Intentional (Measurable), Organized, Logical, Thoughtful, Enthusiastic and Confident.

Individual Goals

• Achievable, measurable, influenced by individual, and contribute to bank objectives.