Rethinking Table Days for Better Engagement, Bottom Line Results


Credit unions still love their business development table days. And why not? Whether at a select employee group, sponsoring community events, or setting up at schools, table days are yet another channel to build relationships and trust.

The goals are two-fold. One is to get people to come to your table – to be interesting enough that they want to engage with you. The second is lead generation.

This face-to-face time is a unique opportunity to capture what matters most to that person in front of you. Make it count. The information gathered allows you to deliver more value when following up.

What usually happens is someone stops by the table, you chat, then wrap it up with something along the lines of, “We’re happy to help you. Please reach out to us when ready.”

This leaves the busy member or potential member in the driver’s seat.

With a little creativity, these table days can be another channel of growth, providing an opportunity to stay top-of-mind and steer ongoing, relevant conversations. It can effectively fill the sales funnel for new members and help find new ways to better serve your existing members.

One way to accomplish this is to bring along a tablet and have every person who stops by fill out a short survey to enter a drawing for a prize. There should be no more than five questions. Keep survey questions short and interesting.

Fields should include name and email. Pose questions that emotionally resonate and showcase the value your credit union provides. Here are few examples:

Are you a member?

You bet!

Not yet.

I would be living my best life if….

The monthly payments for my sweet ride were less.

I could save money without sacrificing my daily coffee or chocolate fix.

My money worked harder, so I won’t have to for much longer.

My favorite greens are…




A money mix of Franklin, Grant, and Jackson

Use Survey Monkey or some other survey solution program to populate the data on a spreadsheet. On the backend, reference the information to personalize follow-up calls and position credit union outreach efforts as a helpful resource.

For four hours, Lewis Clark Credit Union, based in Lewiston, Idaho, used tablets to draw in students during a Welcome Walk at a local state college, which boosted engagement.

The credit union’s “Welcome to the Sweet Life” table overflowed with an assortment of candy treats and was hard to resist. The table day resulted in 57 solid credit union leads, and one visitor noted that they bank with Chase but were interested in switching.

Think of table days as an opportunity to humanize that connection with potential and existing members through the value your credit union can provide.

Start brainstorming. How can you attract as many people as possible and find out what’s important to them? What are you doing that’s engaging? This is your chance to be creative, personable and most importantly, memorable.

Julie R. Ferguson is the founder of JRF Consulting, a Northwest Credit Union Strategic Link business partner. JRF Consulting helps credit unions around the country create and execute focused, results-oriented business development strategies.

Ferguson is passionate about credit union growth and member engagement. Through JRF Consulting’s Journey to Service Excellence program, credit union frontline teams learn how to proactively define member needs and provide relevant solutions. A frequent speaker at CUNA, CUES, and various League and Association conferences, she is also a member of the World Council’s Global Women’s Leadership Network and serves on the Berenstain Bears Financial Literacy Program Advisory Board.

Posted in Business Solutions.