Self-Study

Business Development: Referral Rally

  • Wednesday, May 1, 2024 – Wednesday, April 30, 2025

  • 1.00
    CREDITS
    Communications and Marketing

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.

Objectives

  • Be familiar with ways to expand a client base through networking and referral sources 
  • <span data-ccp-props="{'201341983':0,'335559739':0,'335559740':240}" class="eop">Understand how professionals differentiate their practice in a crowded field of competitors

Highlights

  • Networking organizations 
  • <span data-ccp-props="{'201341983':2,'335559739':0,'335559740':345}" class="eop">Obtaining referral sources

Additional Information

Designed For

Accounting professionals needing to develop core business development skills, including the importance of building their professional network

Vendor

Surgent

Advanced Preparation

None

Credits

1.00 Communications and Marketing

Prerequisite

None

Course Number

2432629

Level of Knowledge

Basic

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