Pipeline Builder Series: Building a Disciplined Touch Program


When the “buying window” is closed, there’s almost nothing a lender or relationship manager can do to capture the attention of a prospect; however, when the buying window opens, prospects usually want to talk with bankers yesterday.

Most commercial lenders and relationship managers don’t have a systematic method for following up with customers and prospects, keeping their name top of mind, differentiating themselves, and adding value while waiting patiently for the buying window to open. Because of that, many sales opportunities are missed. This WiBinar will help bankers learn to avoid missing sales opportunities due to poor follow-up.

Learning Objectives:

  • Learn how to establish an annual marketing rhythm for the touch program
  • Discuss options for setting up distribution lists
  • Explore ways to find and utilize quality content to create value


Ray Adler
Founder, President, & CEO
BTI Growth Advisors

WiBinar Fees

Pricing For Price Season Pass
Bank Member $195 $0
Bank Nonmember $249 $0
Affiliate Member $195 $0
Affiliate Nonmember $249 $0

Season Pass Members receive 4 individual logins to every WiBinar

This WiBinar is ideal for:

Chief Credit Officer, Commercial Lender, Relationship Manager, Director of Marketing, Marketing Manager


Click here to register online