CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

21 Steps To Referral Based Sales

Scott Finkelstein

ActionCOACH

Thursday, January 07, 2021 | 12:00 PM EDT

  • CPA Canada
  • CPA

1.5 Credits

$15

Subject Area

Communications & Marketing

Webinar Qualifies For

1.5 CPE credit of Communication and Marketing for all CPAs

1.5 CPD credit (Verifiable) for Canadian CPAs

1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

For service-oriented businesses, consistent sales growth can be a struggle. Many professionals are amazing at providing world-class service to their customers and clients, yet they struggle to consistently grow their revenue and income. Would you like to add a growth engine to your business that brings consistent double-digit growth YoY?

Of course, you do! Surveys show that 91% of your customers happily give you a referral, yet only 11% of you are asking. You WOW your customers and clients with service every day. They want to refer you, but they need to be asked… and taught how!

Adding significant growth to your business, and thus your income is easy to do just from your current customer base. You just need to know the 21 Steps to Building Your Referral System.

HIGHLIGHTS OF THE WEBINAR :

  • The simple steps to kick start your referrals
  • What a good referral is vs a bad referral 
  • How to ask your customers for referrals daily
  • How to create your dependable referral engine

This CPE webinar is a must-attend for growth-oriented firms that want double digit growth and more growth. This webinar will guide you to simplify the process for growth. Many organizations have DOUBLED their income in less than 18 months by implementing this referral system.

Learning Objectives

  • To get familiarized with the advantages of using a referral system for growth
  • To identify the 21 steps in implementation of a successful referral system
  • To identify the techniques to ask for a referral
  • To identify techniques to train your employees and customers to refer you
  • To formulate your own referral system immediately

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Bookkeepers & Accountants & Tax Preparers
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA