Phone - (631) 465-2024Fax - (631) 753-2593

www.taylorperformance.comsolutions@taylorperformance.com

Coaching

Training

Consulting

Consulting... Training... CoachingDesigned to Achieve Goals and Exceed Expectations

Client Solutions Case Studies

Providing customized solutions to increase sales,enhance service, develop strong leaders and improve training.

Increase Sales

A community bank strives to create a needs based sales culture withintheir branches. They require a focused and competitive approach thatwill help them add new households while retaining and growing theircurrent client base. They also want to enhance their Incentive Plan toencourage and reward employees for their changing behavior.

TAYLOR designed and delivered a custom training program with focus on

these core competencies:

Priority management • Performance management

Performance management • Outside business development

Needs based in branch selling • Teller referral skills & techniques

Sales and service coaching • Coaching to a new incentive plan

Performance appraisal process and documentation

Our highly experienced andprofessional businesstraining team will help youfacilitate change in yourbusiness or organizationthrough our consulting,training and coachingsolutions.

We specialize in developingfully customized training tohelp businesses increasecustomer satisfaction andloyalty, enhance sales results,improve company morale, re-tain good employees, improveproductivity and developtraining that brings positivebusiness results.

Weworkcloselywithourclientsto ensure that every trainingsolution meets specificbusiness needs. Our team hasboth real world businessexperience and extensivecorporate training experience.We have the ability to workwith individuals at all levelsand in all industries.

Maintain a Competitive EdgeAn international security firm looks to increase customer satisfactionand reduce complaints from building tenants and guests. They striveto help their guards provide an outstanding customer experience whilemaintaining safety and security.

TAYLOR partnered with the firm to design and deliver a curriculum fornew and existing guards with modules on:

Demonstrating Exceptional Customer Focus

Customer Service Coaching

Enhance the Customer ExperienceIn the highly competitive tourism industry, a world famous attractionlooks to alter their culture in order to enhance the overall experienceof their guests.

TAYLOR consulted with Senior Management, surveyed employees andconducted multiple mystery visits to gain the specific information neededto design and deliver an ongoing curriculum including:

Performance Coaching and Leadership

Demonstrating Exceptional Guest Focus

Reinforcing and Maintaining the Exceptional Guest Experience

Strengthen Client Relationships

A technical software firm wants to enhance the customer experienceacross their product line. They learned that many customers were notfully utilizing software they had purchased and further identified thatthe training their representatives provided required improvement.

While their representatives had solid engineering backgrounds, theyneeded to expand their skill set to include training design and delivery.

TAYLOR partnered with the firm to deliver the following solutions:

Consulting focused on the design and delivery of training programs

Instructional design layout recommendations that improved thequality and usability of their training and reference materials

Custom design and delivery of a Professional Train the Trainerprogram

The solution TAYLOR provided focused on accelerated learning, reducingclient’s loss of productivity, and opening the door for future salesopportunities.

Support Corporate Training

A savings bank wants to increase business banking relationships as wellas the volume of their small business loans. To accomplish this, theydecide to focus on enhancing the business development skills of theirCalling Officers.

TAYLOR consulted with Senior Management to design and deliver an allencompassing sales training curriculum that helped the Calling Officers:

Network effectively

Conduct effective sales calls

Prospect strategically

Exceed incentive plan goals

Proactively and confidently identify commercial lending needs