Microsoft Word - Improving Your SRO per Month Playbook

Improving Your Sales-Ready-Opportunities per Month

“Do you know that?”

Sales organizations report that on average, 63% of revenue comes from existing clients versus 37% from new clients. CSO Insights

75% of clients will provide referrals to their banker and less than 40% of bankers ask their clients for referrals Corporate Banking Board

Greenwich Associates released a study resulting from a survey of 34 of the top 50 largest U.S. banks about cold calling, cross-selling, and referral activities. Some of the key insights are summarized below:

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