Baseball Cards for Retention Banking [digital download]

Download Your Leadership Retention Banking Forms and Spreadsheets

What’s the Tool?

Here are some old-school / new-school templates to help you develop your own deep-dive relationship management sets to invest in better relationships.

• Retention Banking Spreadsheet

• Retention Banking Profile Pages (“baseball cards”)

How Do I Use It?

If you want to use Excel to create a workbook-style quick reference, download this file an…