Sales Planning Suite


This suite of three courses and one exercise module explores tactics to focus sales efforts by identifying the most promising opportunities from a client base. Completing this suite provides tools, such as the Sales Portfolio Process, to help select clients and organize data in order to effectively plan calls, track contacts, and make sales. Concise, impactful lessons can be applied on the job immediately.

Duration:  Approximately 20 minutes.

Courses:  (only available as a suite)

  • Creating Sales Portfolios
    Guides you through using the Sales Portfolio Process. Explore ways to create sales opportunities with existing clients by tracking activity in a Sales Portfolio. Get tips for selecting and prioritizing clients for your Portfolio.
  • Managing Client Portfolios
    Guides you through strategies for grouping and prioritizing client contacts in a Sales Portfolio. Explore how a Client Profile can help manage client information.
  • Planning a Call
    Guides you through strategic use of sales contacts. Explore setting the frequency of calls based on sales potential. Get tips for organizing information gathered during client conversations.
  • Sales Planning – Apply What You’ve Learned
    Practice applying the Sales Portfolio Process to sales contacts and building an effective Sales Portfolio.

Audience: Branch and administrative office staff, call center staff, tellers, new hires, and anyone who may interact with customers.

ABA Certificates:

The New York Bankers Association is a Local ABA Training Provider.

Questions: NYBA Professional Development at (212) 297-1679 or
Enroll Online
Member $55 
Non-Member $75 

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To license this course for multiple learners, contact NYBA Professional Development.