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.  


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.

One license for one user

Multiple licenses for team management

$97.00 - Purchase This Course