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Customized Sales Infrastructure

for Credit Unions and Banks 

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Accelergy Consulting works with Credit Unions and Banks to develop and implement a customized sales infrastructure that generates consistent growth.


The firm works hands-on with everyone from front-line producers to senior leaders to integrate a sales framework that is woven into the organization’s culture for long-term sustainment.


The Accelergy Approach

Accelergy has developed a proven method of developing and implementing sales infrastructure that generates increased production.


Sales Processes

CRM Alignment

and Adoption

Accelergy takes a customized, holistic approach to building and documenting every stage of all relevant sales processes.

Accelergy aligns the developed sales processes to the organization’s CRM, driving 100% consistent adoption.

Leader & Producer


Accelergy builds a framework that maximizes the performance of producers and enhances coaching by leaders.

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Customized Sales Infrastructure

Accelergy creates and implements a customized infrastructure for continual growth, ongoing coaching and sustained accountability.

Culture and Sustainment

Accelergy weaves the customized sales infrastructure into the culture of the organization, ensuring the sales process is sustained long-term.

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Julie Kleffel

Chief Banking Officer

Seacoast Bank

    “I have been in the banking industry for over 20 years, and I thought I knew everything about sales process.  But as I began to see what Accelergy diagnosed – and how they diagnosed it – I knew the Small Business  team had plenty of room for improvements.


    "Accelergy’s affiliation with Seacoast runs much deeper than the typical consultant-consultee relationship. It has been a true partnership, in which they are invested in the success of the Line of Business and individual team members."


Areas of Focus

Accelergy has expertise implementing and generating results with our Sales Accountability System with the following lines of business:


Retail / 



Residential /



Small Business

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Call Center / Consumer Lending

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Mike Sonego

Executive Vice President Mortgage

Seacoast Bank

     "I have worked with numerous consulting firms in my 30-plus years in the industry and can attest that Accelergy is different than most.  They don't just identify a challenge and tell you how to fix it; they roll up their sleeves and tackle the issue head on. 


     "Accelergy drove change within our organization by identifying a repeatable sales process and took immediate action by working directly with our MLOs to implement it.  They leveraged the CRM we already had in place and aligned it with the identified sales process to drive 100% adoption by our team.  Additionally, Accelergy continually provided value at every step of the way which improved our line of business and generated increased production."


Our Philosophy

Unlike some consulting firms that have a cookie-cutter system, Accelergy takes a hands-on approach with a unique philosophy when working with a line of business.

Don't Break What's Already Working 

Accelergy never comes into an organization trying to make wholesale changes.  We take what is already being done well and identify key opportunities to drive incremental production.

Identify the Beachhead
to Attack First

If we try to address everything at once we will likely achieve very little, which is why Accelergy starts small to identify & prioritize the opportunities and develop a plan to quickly take action.

Top Down,
Bottom Up

Accelergy doesn’t have a cookie-cutter system that is pushed down into an organization.  We work with leaders and front-line team members to build a process that fits the organization's needs & culture.

Don't Ask
for Marriage
on the First Date

We want to get to know you as much as you want to get to know us, which is why we start with short-term commitments to ensure a good fit for both and that progress is continually being made.

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John Schnell

Commercial Banking Director

Seacoast Bank

    “What sets Accelergy apart from other consulting firms is they go beyond the normal scope of work to obtain buy-in at every level of the division.  More importantly, they get to know every single banker on a personal level.  Instead of just telling them about an issue I was having with a team or person, they jumped in to provide real-time support and coaching that had an immediate impact.”

Meet the Team

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William McNeil, J.D.
Founder & CEO

Bill brings his successes to every line of business he works with by implementing a "block & tackle"  approach to energizing sales and creating a positive sales culture. 

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Adam Pickett, MBA 
Founder & President

Adam's diverse background in multiple industries of all sizes has given him a broad range of experiences to draw upon when working with financial institutions.

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Tammy Haven Long, MBA
EVP of Client Strategies & Training

Tammy brings 23 years of Disney experience to Accelergy, including 17 years in Training and Learning & Development, leading initiatives across Walt Disney World.

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