Talking Business with Small Business®

Focus conversation on customer cash cycles

Help staff build business acumen and understanding of client cash flow challenges, product knowledge, and small business sales call skills.

Focus: Branch managers, platform staff, small business specialists

Main Messages: A combination of business acumen, client cash flow management challenges, credit and cash management product knowledge, and small business sales call skills. Focus conversation on customer cash cycles.

Learning Points: Through a small-business cash flow simulation, participants learn

  • The flow and language of business cash cycles and activities
  • How business activities and cash flows are represented in simple financial statements and financial performance measures
  • The cash management products that can improve specific elements of business cash flow and activity
  • Why a line of credit is not the best answer for every borrowing need
  • How to organize and lead an effective small business discovery sales conversation, focused on business cash cycles

Delivery: One- or two-day classroom session with four 45- to 60-minute Field Sales Meeting refresher learning activities that follow the classroom session.

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