Sketch Selling

Visual selling that builds sales and trust

Have you ever purchased something, yet left feeling distrustful of the company? Deluxe Collaborative research found that this also happens in banks and credit unions around the country. Bankers that follow a traditional sales process and script might make a sale, but lose their account holder’s trust.

The good news is that there is a way to make sales and build trust. It’s called Sketch Selling. And all it requires is a paper and a pen.

Customers told us that when bankers sketched out their options, they felt more connected to the people at the institution, their options were personalized and more clearly explained, and they understood more about the product that they purchased. Most importantly, customers indicated they would be more likely to bring additional business to their primary institution and would be more likely to switch from their primary institution if the new institution used Sketch Selling techniques.

All that from a simple drawing? Absolutely! Sketch Selling was designed to improve your sales interaction with customers. Using specially developed Sketch Selling forms, bankers sit down with the account holders, gather information about their visit, record it, and tell them about options and conditions they need to know. You no longer have to choose between making the sale and building trust.

Sketch Selling is especially well suited to institutions that are already doing many of the selling basics right, but seek to deepen their competitive differentiation and optimize their employees’ ability to build strong, trusting relationship with customers.

My Visit Form

The Sketch Selling "My Visit" Form includes both the process and the language that customers told us was most likely to build their trust as well as result in increased sales of products. The form and process is also modeled after the sales process used by the successful bankers in the Deluxe field research. Order additional duplicate forms with your logo by clicking the link below.

Price $7.50 each (3-24 min. of 3)
Price $6.50 each (25-49)
Price $5.00 each (50-100)

Contact us for custom pricing over 100 packets of My Visit forms.

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