Commercial Banking Appointment Setting

Appointment Setting Services for Commercial Banking

What Dunlap Marketing Does:

We set time and date appointments for your bank officers to meet with business owners and decision makers who have interest in discussing banking needs ---- these appointments are a necessary first step if you want to develop new commercial business customers.

Why Banks Use Us:

They want to grow their commercial banking business
They know Dunlap Marketing has the "know how" for setting qualified appointments
They have a limited marketing staff who have the time, skills and desire to identify and make "initial contact" prospecting calls ---- typically officers do not want to make these calls, nor is it an effective use of their time

Our Qualifications:

Since 1996 we have specialized in business-to-business prospecting services, with a major focus on the commercial banking services
We have a reputation within the banking community for being professional and very reliable
We employ polite, professional and skilled staff members who are capable of reaching and speaking with business executives and owners ----we will gladly provide you with a list of bank references, banks who have grown their commercial business as a result of our appointments
Knowledgeable management who oversee the day-to-day activities of your account
Over 90% of our bank customers continue using our services
We invest in your market database by retaining and cultivating future appointment opportunities

Steps We Take To Setup Your Campaign:

The following are typical steps we take while setting up a campaign for bank clients:

Identify the database of prospects
- Data analysis includes research necessary to properly select the right type and size of companies that the bank wishes to communicate with. Key elements include defining SIC criteria, annualized revenue ranges, geography (typically defined by zip code or city name), years in business, and headquarter or single location facilities
- Pull the database and send to the bank for review, having the bank delete current customers and businesses they choose not to do business with
Dunlap Marketing calls to identify decision-maker names and confirm address information
Dunlap Marketing sends a letter of introduction to the companies on your bank letterhead (this step is not required but warms up the call)
One week after the letters are sent we initiate the follow up prospecting calls, identifying the prospect’s banking needs. The goal is to set time and date appointments. During the conversation we qualify the opportunity by asking “what are two things you would change to improve your banking relationship?”
Forward appointments daily via e-mail in both Word and Excel formats, coordinating appointments with bank officer schedules
Schedule additional follow up prospecting calls as necessary to reach decision-makers we have not yet been able to speak with

Leave voice mail messages, with bank contact and call back number (optional)

Flag future call back requirements

Repeat the weekly process of sending letters and making follow up phone calls at a pace necessary to meet the required number of appointments to be set.

Read our client testimonials here.

What To Expect:

We identify businesses who have interest in: establishing or expanding a line of credit, equipment financing, deposit services, SBA loans, building / real estate loans, accounts receivables financing and cash management services.

Pricing Information:

Pricing varies based on your unique requirements. Some of the questions we need answered to provide a proposal are:

How many appointments are requested each week?
Number of officers who will be participating in the program?
What is the annual revenue range of companies we will be calling?
Are there any geographical considerations (usually defined by zip code, banking center locations, city or metropolitan area)?
Unique scheduling criteria as defined by the calling officers

We typically price our services by the appointment; performance based pricing. This allows you the ability to accurately budget costs and know exactly what you are receiving for dollars spent. This form of pricing also communicates the confidence we have in our abilities to deliver quality information to you.

Review Results and Appointment Examples

For more information on our banking services, please contact Mike Dunlap at 877-386-6275 ex.140, e-mail him at miked@dunlapmarketing.com or Contact Us today!

“This is our first venture into seeking out call center services. You and the Dunlap Marketing team have earned 5x the miniscule amount we are paying you! You have held our hand the entire way…with all our phone conversations and countless emails---- never got you overwhelmed. YOU HAVE OUR FAITHFUL BUSINESS ALWAYS!" – Madison, NJ

More Customer Testimonials