The Referral Opportunity Plan
is a 1 2 1 coaching service for professional service business owners e.g. accountants, bookkeepers, IFA;s, Lawyers, Insurance Brokers etc with an active client base of 250 + who want immediate clarity and a practical plan to increase referral opportunities.We will help you find a minimum 5 referral opportunities already sitting in your business, create your personalised referral ask script, build your 30-day referral plan, and give you a follow-up accountability call. - One 20 minute fact finding call One 90-minute, in-person coaching session Diagnostic review of your referral opportunities Personalised 30-day Referral Action Plan. Identify the top referral opportunitiesRead more...
Course Details
Location
Duration
Start Date
Funding
Contact Details
Provider
Contact Name
Contact Number
07502 046359Email Address
len@thereferraledge.comWebsite
https://www.thereferraledge.comCourse Overview
is a 1 2 1 coaching service for professional service business owners e.g. accountants, bookkeepers, IFA;s, Lawyers, Insurance Brokers etc with an active client base of 250 + who want immediate clarity and a practical plan to increase referral opportunities.We will help you find a minimum 5 referral opportunities already sitting in your business, create your personalised referral ask script, build your 30-day referral plan, and give you a follow-up accountability call. –
One 20 minute fact finding call
One 90-minute, in-person coaching session
Diagnostic review of your referral opportunities
Personalised 30-day Referral Action Plan.
Identify the top referral opportunities already sitting in your client base
Map your “hidden referral assets” (testimonials, client wins, warm relationships)
Create 3 referral goals to implement immediately
Personalised “next steps” roadmap.
Printed action plan
Referral script template
PDF of session notes
Optional follow-up call (20 mins)
Course Enquiry Form
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Course Comparison
| Course | The Referral Opportunity Plan | Compare a Different Course |
|---|---|---|
| Level | Not Applicable |
|
| Course Type | Not Applicable |
|
| Duration | 1 day (or less) Training Days | |
| Cost | Contact For Details | |
| Location | Various Locations | |
| Start Date | Flexible | |
| Funding Type | No |
|
| Accredited |
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Grants & Funding
Various Schemes are available depending on location, please contact the Stoke-on-Trent & Staffordshire Skills Hub for more information.