About This Training Program

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, professionals possess 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

• Self-paced course 
• 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.