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Surgent's Business Development: Referral Rally

Overview

Participants play the role of a consultant brought into an accounting firm that needs help building new business and restoring their sales pipeline. Players apply core business development principles as they move from analyzing networking groups to meet people that most closely align with the company's vision to choosing the right contacts that will best lead to referrals for the struggling company. The game's accompanying video, "Business Development for Accounting and Other Professionals" provides additional reinforcement of the topics and learning objectives.

Prerequisites

None

Objectives

  • Be familiar with ways to expand a client base through networking and referral sources 
  • Understand how professionals differentiate their practice in a crowded field of competitors

Highlights

  • Networking organizations 
  • Obtaining referral sources

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Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.