Share:

Coaching the Coaches

Turn a team of bank leaders into top-notch performance coaches
Smiling African American concierge working behind a hotel counter giving two guests their hotel information during check in

Large Regional Bank

The client is a regional bank with more than 200 branches. They identified significant growth potential across several key product and service categories and set out to build a more focused sales performance culture.

They established a team of performance coaches drawn from leaders across the organization, but did not have a clear model for how those coaches would consistently support their branches.

 

Challenges

  • Low product attach rates
  • Slow account growth
  • Missing revenue targets

Solution: Thrive Sales Leadeship Program

  • Customized sales leadership playbook (practices, schedules, skills, tools)
  • Frontline sales leader skills development workshops
  • Hands-on playbook activation (coaching, leadership forums)

Display Results

The bank measured year-over-year performance for the first full year that the performance coaches were in place.

 

9.3%
increase sales goal attainment
59%
increase in mortgage product sell-in
48%
increase in insurance and investment product sell-in

More Case Studies

Two pest control technicians in blue uniforms standing by a service van with equipment.
Case Studies
Consultative Sales Process & Methodologies, Sales Enablement & Alignment Strategies
Creating a “Secret Sauce” for Customer Interactions

The client operates more than 50 local branch locations across the southern United States and is part of a larger portfolio of pest control companies. Their services range from a unique built-in, subscription-based pest control system to one-time treatment visits.

Leadership wanted to create a program that all customer-facing teams could follow, including new customer sales, branch-based customer service, and in-home technicians.

View Case Study
04/06/2026
Athletes climber moving up on steep rock, climbing on artificial wall indoors. Extreme sports and bouldering concept
Case Studies
Consultative Sales Process & Methodologies, Consumer Buying Habits
A Defined Guest Experience Model

The client operates more than a dozen specialty fitness locations across the US. Their unique model attracts a lot of outside guests and trial visitors who want to learn more about the facilities. Their objective was to deliver a consultative experience for guests who were exploring membership options.

 

View Case Study
04/06/2026
green tortoise jewelry laid out on surface same color surface
Case Studies
Consultative Sales Process & Methodologies, Consumer Buying Habits
A Customer-First Selling Strategy

The client operates a leading online jewelry brand. Customers shopping on their e-commerce site have the option to call and speak with a licensed jewelry consultant for assistance with their purchase.

View Case Study
04/06/2026
Search InnerView

Click outside to close search