“The way money moves through a business can have a big impact on cash flow, efficiency, and even the amount of time you and your team spend managing day-to-day finances. I’d like to get a better sense of how money is moving through your business today and see if there are any opportunities to make…
“As I talk with business owners, one thing I’ve learned is that growth often creates new financial needs—sometimes before the business owner expects them. I’d like to get a sense of where your business is headed and make sure your banking relationship is positioned to support what comes next.” Conversation Starters “What’s next for the…
“I know you have a (service/product) with us here at KeyBank and I just wanted to take a moment and explore how we might add more value to our relationship.” Conversation Starters “I know you’re currently using us for ________. How is that working for you?” “How are you handling the rest of your business…
“I’ve been speaking with a lot of my business clients lately, and many of them are focused on improving cash flow and streamlining their payables and receivables to get paid faster.” Conversation Starters “Walk me through how you’re currently collecting payments from your customers.” “How are you typically paying vendors and suppliers today?” “Where do…
“I’m calling today to follow up on your _______ account(s) that you recently opened (or the Financial Review we began/completed). Do you have any questions or concerns? Has everything been meeting your expectations so far?” Conversation Starters “Now that you’ve had some time with the account, how has everything been working for you?” “Has anything…
“I’d love the opportunity to discuss how we can further support your business by reviewing your current relationship and offering tailored advice and solutions. Our goal is to ensure you’re making the most of all the capabilities KeyBank has to offer. It all starts with a Client Review.” Conversation Starters “Since you opened the account,…