Sales and customer service hold the keys to bringing in new business and, as important, keeping and growing customer relationships to drive long-term value.

Together, sales and customer service create a powerful team that, when working together, can not only attract new clients, but can facilitate powerful conversations where insights and relevant solutions are shared, and client loyalty is won.

Our Sales and customer service learning path will help this dynamic team work together to:

Identify your ideal clients by utilizing information gathered through in-depth client conversations

Engage in highly productive sales conversations at every level of the sales process by asking strategic questions designed to uncover your company’s unique value space

Create and deliver powerful messages that confidently differentiate your company from the competition

Identify how you are seen by your clients – are you seen as a resource or a true partner in their success?

Areas of focus

  • Prospecting
  • Consultative Selling
  • Creating and Expanding Value
  • Client Success Skills
  • Compelling Sales Presence
  • Negotiating
  • Overcoming Client Objections
  • Turning Service into Sales

The prospecting workshop was a great program for both new and experienced bankers. I’ve developed ways to present the bank’s value to the client in ways that are useful for breaking down walls put up by the client. I feel more prepared for the RM role and am more confident in myself and my team.

Participant, Prospecting for SuccessRM for Global Bank

Creating, Inspiring & Sustaining

As your learning and development partner, Madison takes a hands-on approach to ensure all aspects of our workshops are highly targeted and customized to reflect your company’s language and values, creating a learning environment that resonates with participants.
We do this by:


Initial research


A well-designed proposal that outlines objectives and outcomes


Interviews with senior leaders and/or stakeholders


Interviews with prospective workshop participants


A collaborative approach to designing case studies and role plays