This course outlines the System #4 method, i.e. how to develop a business referral strategy. It teaches professionals a new approach to selling based on specific vetting criteria that determine a client’s referral potential. At the end of the course, professionalspossess the tools and skills to develop a referral management program, including utilization of CRM software to categorize and prioritize clients to secure future business opportunities.
What You Will Learn
Referral Generating Strategies
Create Multiple Referral Sources
Categorize & Prioritize Referral Sources
Utilize CRM as Referral Management Tool
What You Can Expect
Lessons that include a series of topics
Series of topics to be completed before moving to next lesson
Email notifications when next lessons are accessible
Course badge, a certificate of completion, and CEU credits towards annual recertification upon completion.
Purchase individual license for one, or multiple licenses to train an entire team. Group training comes with a management dashboard to monitor the team’s progress and performance.