Ask For Referrals I e-Guide Curriculum Preview

To grow relationships with new and existing customers, sales and service teams need to ask for referrals.
This is a complimentary training worksheet from our Relationship Management Program.

Infinity Federal Credit Union

November 2018-March 2019 – Infinity Federal Credit Union partnered with Center for Practical Management to equip the Director of Talent Management with leading training initiatives and driving positive a coaching culture throughout the organization: Infinity Federal Credit Union purchased training materials and tools from Center for Practical Management that laid the foundation for a training […]

Newburyport Bank

April, 2020 – Newburyport Bank partnered with Center for Practical Management to design,develop and deploy two learning programs:1. New Employee Onboarding2. Management Development New Employees are introduced to Newburyport Bank’s culture and service standards on Day 2 of the job. Through a series of engaging classroom activities and the development of an Individual Action Plan, […]