Our Solutions

How We Serve You - Our Coaching & Consulting Solutions

IMPACT Sales Training & Development

Our IMPACT Framework is defined as: the power of intentionality, meaningful connections, persistence on improvement, actions that support goals, consistency in driving results, and traction to gain momentum. Together we can discover what solutions will make the most IMPACT, for you, your team, and your organization.

  • Intentional: aim that guides deliberate action

  • Meaningful: having purpose or significance

  • Persistence: refusing to give up; overcoming obstacles

  • Actions: activity to accomplish; the process of doing

  • Consistency: dependable ongoing process and expectations

  • Traction: progress and momentum

  • This training program equips growth-focused organizations with the tools to enhance sales skills, foster customer/member-centric processes, and build a culture of continuous learning and accountability. Teams will gain confidence, improve product knowledge, and learn techniques for relationship building, prospecting, and selling with integrity.

    • Skills to identify current and future sales opportunities.

    • Gain confidence in overcoming obstacles.

    • Ability to sell with integrity, honesty, and empathy.

  • This sales coaching program empowers leaders to coach teams to drive goal achievement and implement accountability measures. Leaders will develop coaching and meeting agendas, master techniques for providing feedback, track results, and improve documentation skills for performance evaluations - all while building confidence in identifying areas for growth and celebrating success.

    • Improve consistency around one-on-one coaching sessions.

    • Reinforce training skills and pinpoint areas of improvement.

    • Enhance documentation skills as it relates to employee development and performance evaluations.

    • Elevate your leader’s communication skills by increasing their confidence in providing honest feedback that develops relationships and improves performance.

  • The Scorecard enables you to set and track monthly sales goals and results, establish sales and service activities that drive performance, and reinforce accountability while empowering individual ownership of goals and objectives. They also allow you to determine progress improvement, identify areas of opportunity, and celebrate success and wins.

    • Clearly communicate goals, objectives and expectations.

    • Track and report results and progress.

    • Coach to improve performance and celebrate success.

    • Enable the employee to take ownership of their progress and results.

    • Create efficiency in the annual performance evaluation process.

    • Develop consistency, accountability, and empowerment.

  • Differentiate your customer/member’s interactions by elevating your service delivery to an ‘experience’. Creating an ‘experience’ improves retention, increases referral business and optimizes sales and bottom-line results.

    • Set ‘experience’ level expectations for your front-line and back-office teams.

    • Assign team leader responsibilities and accountability measures.

    • Establish a timeframe for deploying initiatives.

    • Determine the methods to track and report results and improvement.

Coaching & Leadership

We offer two powerful solutions: Purpose-Driven Coaching and EM-powerment Leadership Training. These programs are designed to elevate leadership skills, and align personal and organizational goals with purpose, communication, accountability, and execution.

  • These individual one-on-one coaching sessions will provide the tools needed to be a PURPOSE-DRIVEN Leader who aligns your personal and organizational goals with a higher purpose. Inspire your teams to believe in the vision and mission of your organization and instill a desire that commits to pursuing greatness. Enrich your skills to be a compassionate leader who values accountability, clear and honest communication and feedback, while striving for greater results.

    Choose from 4, 7, or 10 month coaching packages.

  • Empower + Motivate your leadership team through the EM-powerment Leadership Training Course. This course is designed to enhance decision-making and problem-solving skills that enable your leaders to face complex decisions and challenges with confidence. Leaders will learn the importance of high-level team synergy that will foster a positive and engaging work environment where employees feel valued, empowered, and motivated.

    Together, we can determine which solution is best:

    • DiSC Profile Session

    • Working Genius Assessment

    • Monday Morning Leadership Workshop

Business Consulting & Fractional Services

Looking to refine or develop your business strategy? Our services are designed to help you craft a clear vision, set actionable goals, and develop a strategic roadmap for success.

  • Looking to jumpstart your business deposit or lending department or haven’t experienced the results you were expecting?

    A Fractional Executive dedicates a portion of their time to your organization to bring the experience and industry knowledge to help tackle specific challenges and drive growth. Together you set the expectations, determine the engagement time frame, and establish the agreed upon work hours. All the benefits without the major expense.

    Existing: Underperforming Business Services Department

    Discover untapped potential in your business services department and determine the steps and processes needed to reset, renew, and spark results.

    • Review the department vision and objectives

    • Understand the expectations and goals

    • Determine training, process and procedures needed to ignite growth

    • Create a checklist to ensure accountability

    • Assign responsibilities and execute the plan

    New: Business Services Department Implementation

    Gain guidance in setting the direction for your business services department. Establish objectives, goals, process, and procedures as it relates to sales, operations and compliance.

    • Set the department vision, objectives and goals

    • Determine training needs, process and procedures

    • Create a checklist to ensure completion

    • Assign responsibilities

    • Establish time frame and accountability measures

    Business Development & Sales Training - Business Deposit Account Focus

    Optimize your business development efforts and improve your business deposit gathering skills. Strengthen the sales and closing results of your Branch Staff using our “4-P” methodology:

    • Preparation

    • Prospecting

    • Proposals

    • Presentations

  • Set the vision, and direction for your business/organization and establish the goals to take your business to the next level. Determine the plan, process and initiatives needed to execute and bring your vision to life.

  • Discover untapped business potential through a revenue-generating strategy session. Brainstorm opportunities to enhance your current product and services mix while discovering new possibilities. With the aim of generating income and increasing profitability, uncover missed opportunities and delve into the strategies and initiatives to get you there.

  • Effectively manage your costs and contracts by developing a cost reduction strategy. By reducing unnecessary expenses and negotiating your contract terms and costs you can create a more efficient organization that can weather economic storms and seize new opportunities. Determine ways to improve cash flow, increase profitability, and free up resources to invest in technological advancements, strategic initiatives, or employee training and engagement programs.

IMPACT Framework

At Harvest, we believe in our IMPACT Framework and will implement the solutions to help overcome your concerns and challenges.

Intentional: aim that guides deliberate action

Meaningful: having purpose or significance

Persistence: refusing to give up; overcoming obstacles

Actions: activity to accomplish; the process of doing

Consistency: dependable ongoing process and expectations

Traction: progress and momentum

We plant the seeds.

You reap the rewards.

Ready To Harvest Your Potential?