10X Sales
10X Sales™ Strategic Growth Systems for Member Trust, Revenue, and Market Leadership
10X Sales™ is a strategic growth system designed for credit unions that want more than incremental improvement. Built on the broader 10XCU performance framework, it redefines sales as a disciplined, data-informed, and purpose-driven engine for sustainable growth.
This is not traditional sales training. It is a comprehensive system that aligns culture, leadership, analytics, and execution to build deeper member relationships, generate consistent revenue, and strengthen long-term relevance. Every element is customized to your credit union’s strategy, operating model, and capacity so growth is intentional, measurable, and repeatable.
10X Sales™ is a roll-up-your-sleeves system that your team can implement immediately, supported by advisory insight and performance metrics drawn directly from your general ledger, core system, and operating data. The result is faster top-line growth with no unnecessary bottom-line burden; and, most importantly, greater success for your members.
The Focus
- 10X Sales™ concentrates on transforming how your credit union approaches growth, relationships, and accountability.
- Relationship-Led Growth Shift sales from transactions to trusted partnerships that deepen member engagement and expand lifetime value.
- Member Advocacy at Scale Equip staff to act as informed, confident advocates for each member’s financial success—guided by insight, not instinct.
- Proactive & Outbound Growth Systems Establish entrepreneurial, outbound disciplines that identify opportunities before members ask for them.
- Defined Sales Activities That Work Clarify and perfect the daily behaviors, conversations, and workflows that consistently produce results.
- Integrated Product & Service Value Align products, pricing, and recommendations to optimize outcomes for members and yield for the institution.
- A Culture of Growth Leadership Create a sales-ready culture where every member-facing role understands its responsibility for relevance, revenue, and results.
The Framework
- The 10X Sales™ system blends assessment, strategy, execution, and accountability into a practical growth model.
- Sales & Growth Readiness Assessment Pre-engagement diagnostics evaluate staff capability, leadership alignment, and system readiness against 10XCU benchmarks.
- Strategic Working Sessions One- or two-day onsite or virtual sessions with sales, lending, and service leaders prepared for advanced growth execution.
- Skill & Activity Design Training focused on professional sales behaviors, daily disciplines, coaching rhythms, and sales leadership effectiveness.
- Pre-Sales Analysis & Recommendations Development of product positioning and member opportunity analyses that guide confident, consistent recommendations.
- Real-World Scenarios & Role Play Practical examples and simulations reflecting the most common and highest-value member conversations.
- Custom Tools & Playbooks Proprietary guides, checklists, and scripts that reinforce professional presence and system consistency.
The Results
- Credit unions that implement 10X Sales™ experience tangible, trackable outcomes:
- Sales professionals who act as experts, consultants, and closers throughout the member journey
- Custom messaging and scripts that enable leaders to coach and scale performance
- Consistent, high-quality sales experiences across branches and channels
- Benchmarks and KPIs tied to acquisition, retention, revenue, and profitability
- Stronger team engagement, accountability, and healthy competition
- Increased member loyalty, retention, and lifetime value
10X Sales™ delivers immediate top-line growth while strengthening the systems that sustain it over time.
When members succeed first, the credit union succeeds always.
10X Sales and Service™ Audit A Strategic Diagnostic for Growth, Consistency, and Member Value
Audits are a normal part of credit union operations—but most institutions have never audited their sales and service systems with the same rigor applied to finance, risk, or compliance.
The 10X Sales and Service™ Audit is a proprietary diagnostic that evaluates your sales, service, and entrepreneurial systems against high-performing credit union standards. It identifies gaps, inconsistencies, and untapped opportunities that limit growth—and provides a clear, prioritized roadmap for improvement.
This audit is often the first step toward modernizing how a credit union generates revenue while enhancing the member experience.
The Focus
- “Member First” insights that connect growth to member outcomes
- Reliability and usage of existing sales and service systems
- Consistency across branches, channels, and teams
- Effectiveness of training, development, and coaching models
- Clarity and relevance of performance measures
- Level of engagement, ownership, and initiative among member-facing staff
The Framework
- One- or two-day engagement with lending, sales, service, and support teams
- Review of training, development, leadership, and management systems
- Onsite or virtual observation of branches, production offices, and support functions
- Assessment of staff confidence and readiness for proactive growth
- Refinement or creation of meaningful, actionable sales and service metrics
- Development of accountability tools tied to both inputs and outcomes
The Results
- A detailed analysis of strengths, gaps, and growth opportunities
- Strategic recommendations supported by practical action plans and timelines
- A customized system for consistent sales, service, and member experience
- Targeted upgrades to training, coaching, and performance management
- A clear set of high-impact actions to drive sustainable results
- Professional standards and expectations that elevate member leadership
This audit serves as an intentional check—and an essential balance—ensuring your sales and service systems are aligned with the experience you promise and the growth you expect.
Ready to Growth with Confidence?
10X Sales™ and the 10X Sales and Service™ Audit are part of a broader 10XCU™ advisory platform that integrates strategy, service, leadership, and execution. Together, they help credit unions move from good intentions to measurable, repeatable success.