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 and customize it to your needs (for informational purposes only):
If you want to create something more “traditional” or just use a template to jot notes with a pen, download this file and customize it to your needs (for informational purposes only).
Application?
Use the profile pages when onboarding to get to know a new agent or employee
Keep updated as you learn more about each person in day-to-day interactions by using the spreadsheet
Can be used during coaching or interviewing as well
After gathering and collecting information, refer back to it when planning meetings, drop-ins, or celebrating achievements with them
Learn More About This Tool:
