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Assess Current "Share of Wallet"
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Quantify the Percentage of your Small Business Customer Base Offering High
Potential for Future Sales
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Determine the Likelihood of Small Business Customers Giving your
Institution their Future Business
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Establish Reasons why High Potential Households do not
Plan to Bring your Institution their Future Commercial
Business
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Determine the "Value" of Being your Small
Business Customers' Primary Financial Institution
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Quantify Twelve-Month Sales Demand
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Identify Service Quality Priorities
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Define Segments to Target for each Product Category
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Define Segments to Target for each Product Category
