THE HUMAN
SIDE OF SALES
The Book ↗

FOR LOAN OFFICERS & LENDING LEADERS

Better tools.
More human conversations.

The professional side of The Human Side of Sales. Prepare a conversation, explore market context, or examine a scenario.

THE THINKING BEHIND THE TOOLS

Keep your curiosity.

Professional tools are educational workspaces. Data sources, reporting periods, assumptions, and connection status appear within each tool.

Keep the conversation going.

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TAKE IT INTO YOUR NEXT CONVERSATION

Better questions.
Less winging it.

Six starting points for real conversations. Use your own words. The point is curiosity, not another script.

Showing all 6 questions.

FIELD NOTE / 01

When the buyer goes quiet

The silence is information. Give it room.

What part of this feels unresolved for you?

Ask once. Leave space for the answer.

FIELD NOTE / 02

When everything is about price

Find out what the comparison includes.

Besides price, what would make one option a better fit for you?

Let them define value before you explain yours.

FIELD NOTE / 03

When a decision keeps moving

Understand the missing piece.

What would need to be clearer before you could make a decision?

A moving deadline may be a clarity problem.

FIELD NOTE / 04

When your team challenges a process

Get curious before getting defensive.

What are you seeing with customers that our process is missing?

Ask for an example you can examine together.

FIELD NOTE / 05

When you need honest feedback

Make disagreement easier.

What is one thing I could do differently to make working with me easier?

Listen without explaining away the answer.

FIELD NOTE / 06

When someone says “not now”

Respect the answer. Clarify the next step.

Would you prefer I leave it here, or is there a better time to reconnect?

Give them a real choice, including no follow-up.