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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
Various Locations
Duration
1 day (or less) Training Days
Start Date
Flexible
Funding
Contact Details
Provider
Provider Logo
Contact Name
Len Foster
Founder
Contact Number
07502 046359
Email Address
len@thereferraledge.com

Course 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)

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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.