Is Your Business Development a House of Cards?

In today’s competitive business landscape, organizations often struggle to maintain strong relationships with their customers, highlighting the need for effective contact programs. This presentation will provide proven tools for designing and managing successful contact programs, including easy-to-use forms, worksheets, and support materials. These resources will help you craft an introduction plan, manage contact activities, report results, and design effective reward systems.

Whether enhancing an existing program or introducing a new one, you will gain valuable insights to enhance your strategies. Additionally, you can receive a deck of cards designed to reinforce the presentation's theme and message, adding an engaging element to the overall experience. This informative session is essential for organizations seeking to improve their customer contact strategies and drive successful outcomes.

Learning Objectives

• Define your bank’s business development program.
• Implement organizational techniques to enhance your contact program.
• Obtain tools for designing and managing a successful contact program.

Duration: 60-minutes

Who Should Attend: Leadership, Bank Business Developer, Marketing Personnel

Instructor(s): Tom Hershberger and Kyle Hershberger, CEO and President, Cross Financial

Recorded: May 20, 2025.