Implementing Smart Brevity in Sales for Credit Unions

Lengthy pitches often fail because buyers can’t discern the important points amid unnecessary details. Effective sales outreach must be concise, leaving no room for wasted words. When it comes to your credit union’s sales outreach through emails and phone calls: Short + Sweet = Successful. 

Understanding Smart Brevity

Smart Brevity involves conveying your message clearly and concisely, ensuring that every word counts. In sales, this means delivering your pitch in a way that grabs attention, highlights key points, and prompts action.

Clear and concise communication is crucial to engaging buyers. Lengthy sales pitches can overwhelm and disengage potential customers. By focusing on brevity, you make it easier for consumers and members to understand and act on your message.

Crafting a Brief and Impactful Sales Email

Start with a Strong Subject Line 

The subject line is the first thing the recipient sees. Make it compelling and relevant to grab attention immediately. Keep it under 50 characters to ensure it’s fully visible on most devices.

Get to the Point—Quick

Your opening line should immediately convey the purpose of the email. Avoid lengthy introductions and get straight to the main message. Use no more than 3-4 sentences per paragraph.

Use Bullet Points for Clarity 

Break down key points into bullet points. This makes your email easier to read and allows recipients to quickly grasp the important information. Limit emails to 150-200 words.

Call to Action

End your email with a clear and direct call to action. Specify what you want the recipient to do next, whether it’s scheduling a call, responding to the email, or visiting a website.

Concise and Persuasive Phone Pitches 

Preparation is Key 

Before the call, prepare a concise outline of your pitch. This helps you stay focused, keep on track, and ensures you cover the essential points without rambling. 

Opening with Impact 

Start with a powerful opening statement that grabs the listener’s attention. Make sure it’s relevant and addresses a key pain point or benefit. Keep it under 20 seconds. 

Highlighting Key Benefits

Focus on the most important benefits and features of your product or service. Stick to three key benefits. Avoid getting bogged down in details. Highlight how your offering can solve a problem or improve the member’s situation.

Listen and Respond Briefly

Prepare concise responses to common objections. Note Well: Active listening is crucial. Pay attention to the buyer’s responses and questions. Keep your answers brief and to the point, ensuring you address their concerns without going off on tangents.

Closing Strong 

Wrap up the conversation with a strong closing statement that reinforces the call to action. Be clear about the next steps and express your appreciation for their time.

Mastering Smart Brevity in sales can significantly enhance your effectiveness, ensuring your messages are clear, compelling, and above all actionable. Remember, in credit union sales, every word counts. Keep it short, sweet, and successful.

Boost Your Sales Game! 

Enhance your skills to build trust, show value, and create lasting relationships. Use our worksheet to reflect on your interactions, identify strengths, and spot improvement areas.
Past Sales Situation Analysis: Reflect, Improve, Excel in Sales

Let's Get Started!

Sara Breckbill

Social Media Manager

Sara is YMC’s very own Social Media Manager, and she has the experience and know-how to take your social media presence to new heights. Since her first college course on social media marketing, she’s known, “This is something I could do, and be happy doing it!” Her three guiding principles in branding: consistency, relatability, and humor. She knows people remember things that make them laugh or make them feel seen, so it’s no surprise she excels at crafting strategic and engaging social media content. Her advice to young marketers is the same motto she lives her life by: Enjoy the journey! Collaborative and creative, she feels right at home at YMC.
 
In her downtime, Sara enjoys Japanese food, hot or iced coffee, and listening to her favorite singer-songwriters. Some day, she hopes to visit Niagara Falls in person, but in the meantime, she’s happy to enjoy the journey.
Mandy Garman headshot

Mandy Garman

Graphic Designer

Meet Mandy, one of YMC’s in-house Graphic Designer phenoms! Honing her craft from an early age, Mandy constantly strives to innovate design and refine her artistic techniques. An avid believer in “quality over quantity,” she feels right at home with YMC’s focus on details and dedication to providing unique strategies. In fact, her marketing philosophy reflects this drive for excellence and commitment to substantial work, “Brand consistency is key for all marketing materials. Also, I believe less is more in graphic design. White space is your friend, and the logo does not always need to be the main focal point.”

A Nashville native, Mandy is intimately familiar with the profound effects of great art and stellar design. Especially influenced by the city’s music scene, one of her lifelong ambitions – besides trips to Italy and Japan – is to professionally create album covers. When she isn’t practicing her craft, you might catch her out and about enjoying matcha boba tea or at her favorite dining establishment: Mas Tacos. That, or obsessing over her Persian cat, Benny!

Reh Harvey

Vice President of Digital Strategy

Reh Harvey, our Vice President of Digital Strategy, leads with diligence and fervor. Having previously been a member of Team YMC, he is excited to return to such an amazing culture and even more amazing people (his words)! Through his experience in the marketing world, he’s found the key to success is to stay on the cutting edge and to always keep evolving.
 
Although originally drawn to marketing for its lack of math, Reh now finds himself doing more math than he would’ve bargained for. But his self discipline and positive attitude make it easy for him to laugh and take it in stride. Hoping to one day visit Japan and enjoy some premium Sushi, Reh lives life by his creed: Be a good human. Do good work. And above all, just keep going.

Hailey Madej

Graphic Designer

As YMC’s in-house Graphic Designer, Hailey possesses an eye for detail and a drive to innovate. It’s no surprise though since being creative runs in the family! Inspired from an early age by her mom’s work as a Graphic Designer, Hailey is a seasoned expert whose talents bring vitality and accessibility to every project. As a UX/UI designer, she expertly blends the intuitive and the creative for all to enjoy.
 
In addition to the occasional freelance project, Hailey also lends her abilities to supporting art initiatives within her community, such as the Belleville Mural Project. Her favorite aspect of joining the YMC team is the friendly, uplifting culture and breadth of design tasks. When it comes to marketing, she believes in pushing boundaries and maybe breaking some rules to capture her audience’s attention. Her advice to those just starting out? “Always seek quality over quantity.”

Dexter Ochoa

Development Assistant

When it comes to blending logical thinking and creative problem solving, Dexter’s abilities are undeniable! Beginning his career as a Web Developer, he’s no stranger to the wide world of Marketing and Advertising. Calling Biñan City in the Philippines home, Dexter has a burning desire to visit the Alpine peaks and valleys of Switzerland. While that journey may be far off, he is still no stranger to international travel. While visiting Japan, he was able to enjoy his favorite delicacy: Sushi and Sashimi. He also learned unexpected facts about Japanese Yen, specifically that it has special markings for the blind to know its value!

Whether he’s enjoying a cup of coffee in the morning or the occasional Pale Pilsen in the evening, Dexter is eager to work with the talented professionals of YMC, and we’re just as eager to add his talent to the team as well! His marketing words of wisdom? “Be creative, and just do what you want!”

Andrew Wyche

Copywriter

Hailing from the NC state capital (that’s Raleigh if you didn’t know), Andrew is YMC’s Copywriter extraordinaire. That’s why he knows that “The verb form of ‘reconnaissance’ is ‘reconnoiter.’ The former is, strictly speaking, a noun.” Seriously, he knows his words and he’ll use those words to get bold and weird (in a good way) with his copy. Fuelled by a love for pasta, shellfish, a good single malt, or a meal consisting of all three, Andrew navigates life with a motto engraved in his heart: “Choose kindness. Always.” It is this guiding principle that has led him to explore the realm of marketing, driven by a desire to connect with people in meaningful ways. As he continues to chase his dreams, one bucket list item stands out above the rest – a pilgrimage to Scotland. With his heart set on adventure and his pen poised for creativity, Andrew’s journey is far from over.

Alex VanHaasteren

Senior Web Developer

Alex is YMC’s Senior Web Developer and, as the title suggests, she is an absolute pro! While she initially started in graphic design – working long and hard to expertly bring concepts to life – she also felt drawn to technology and applying her natural ability to problem solve. Web Development proved the perfect blend of her creative passion and technical savvy.

When Alex is out with friends – including her YMC colleagues – she’s up for Greek cuisine or some good pulled pork BBQ washed down with Diet Coke. Or an Old Fashioned, if the occasion demands. Someday, she hopes to go to Africa on a safari. Hopefully she’ll see a giraffe in the wild, because – as she’s pointed out – its neck is too short to reach the ground!

When she isn’t jamming out to T-Swift, she’s happy to impart some marketing words of wisdom, “Aim to create something unforgettable.” For day-to-day inspiration, she would remind you of two fundamental truths: You decide your happiness, and Ice cream is its own food group—not just a dessert.

Download Teal Paper!
Download Teal Paper!
Download Teal Paper!
Download Teal Paper!
Download Teal Paper!
Download Teal Paper!
Download Teal Paper!