Captivate & Convert: Perfecting Your Sales Presentation

Full Transcript

Well, hello there credit union champions! Let’s elevate our sales game today.

I want you to imagine a fishing trip. The right bait hooks the big fish, right? Same goes for your presentation. Ditch the mundane intros and instead, launch with something surprising, relatable, or thought-provoking. It’s the spark that captivates attention and sets the stage for a compelling pitch.

Here are just a few ideas:

“What would you do if you suddenly found $10,000 in your account?”

“You know what, raising a family in this economy is no easy feat. How are you managing costs with all the new expenses?”

“What’s one financial regret you have, and how can you prevent it from happening again?”

Of course, these are just examples, and they would seem a bit awkward if you try to ask them without proper context. What I am doing is I am encouraging you to think outside the box and get people thinking. So, come up with your own questions.  

Now, let’s dive into the second tip:

Numbers may inform, but stories sell. Craft a narrative that resonates. Make your audience the hero overcoming challenges with your loan products. A compelling story creates connection and turns a pitch into an experience.

Throughout the story you tell, weave in emotional triggers like pride, hope, security, and family. Use sensory details and relatable language to draw the member into the narrative. Introduce challenges – rising prices, unexpected expenses, or the limitations of their current financial situation. If you can, share testimonials from other members who achieved their goals with the credit union’s help. This adds authenticity and shows the impact firsthand.

Remember, it’s not just about selling a loan or an account; it’s about selling a story. Hook them from the start, weave a compelling narrative, and watch your sales soar. Master these tips, and your sales presentations will captivate and convert like never before. 

And remember… Ideas spark change; actions ignite it.

Let's Get Started!

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!