Colonial Farm Credit Sales Refresher 


This page is your preparation resource for the Sales Meeting on April 21st.

Click below for a short video introduction and instructions for this page.

Why are we giving you pre-work? So that you have some time to start thinking about these topics:

  1. 1. Who wins when a loan app is taken, and that loan is closed? And how do we achieve that? This introduction to the Win3 or win-cubed will serve as our foundation to everything we do in selling.
  2. 2. The communication needs of our borrowers. Tribal Types is a tool to help identify and adapt to the communication needs of the borrowers during each interaction.
  3. 3. Success. What does it take to succeed at your top level? Drive! You’ll be introduced to the Success Drivers model.

What do you need to do?

  1. 1. Download the Notes Sheet here and print it.
  2. 2. Watch each video and use this sheet to capture your Key Ideas for each topic.
  3. 3. Bring the Notes Sheet with you on the 21st.

That’s it! Your prep before the 21st will ensure we can use our time together in discussion and activities (let’s bring in some fun)!

I look forward to seeing you soon.

If you have technical difficulties, please reach out to Kevin Knight on my team at

Dedicated to your success,

Nancy Bleeke

Win3 - Run Time: 05:57

This short video introduces you to the Win3 concept that drives a relationship-focused sales approach.

Please write your Key Ideas on the Notes Sheet.

Tribal Types  Run Time: 11:24

You may have completed Myers Briggs Type Indicator and/or the DiSC profile in the past, and they are both effective assessments to help us understand ourselves better.

This video will introduce you to a communication tool that is designed to equip you in quickly identifying and adapting to specific communication needs in your interactions.

Please write your Key Ideas on the Notes Sheet.

P.S. We’re going to have a lot of fun with this one on the 21st!

Success Drivers  Run Time: 09:01

There are many traits, characteristics, and behaviors that lead to sales success as a lender.

This video will introduce you to a model that captures the KEY drivers that affect your performance and success.

Please write your Key Ideas on the Notes Sheet.

If you’ve made it this far, you’re preparation is complete. PLEASE make sure to bring your Notes Sheet with your Key Ideas with you on the 21st.

Safe travel and see you soon!

Dedicated to your success,

Nancy Bleeke

President, Sales Pro Insider, Inc.

Author of the Top 100 sales books of all time, Conversations That Sell


For Timely Tips, visit our blog


If you have any technical issues, please contact Kevin Knight at