Referral Coach » Client Acquisition Boot Camp™ » Agenda
Client Acquisition Boot Camp™
Full Agenda for 1–Day Referral Boot Camp
8:00a – 8:30a Registration and Continental Breakfast in Meeting Room
|
8:30a – 12:00p Session I (breaks will be every 60–90 minutes)
- Mastering the Law of Perpetual Revenue.
- 3 Ways to become more referable more quickly with prospects and new clients.
- 2 Ways to stay referable over time and tap into the lifetime value of a client.
- 10 Ways to get referrals without asking by planting referral seeds.
- Skills practice and coaching.
- Getting your Referral Action Plan™ started.
|
12:00p – 12:45p Group Lunch
|
12:45p – 5:00p Session II (breaks will be every 60–90 minutes)
- The VIPS Method™ for asking for referrals.
- Personalizing your referral conversation.
- Skills practice and coaching.
- Mastering your referral conversation.
- Mastering the referral objection formula – exploring and reframing.
- Knowing when and how to back off your referral request.
- Skills practice and coaching
- Hot Seats (Personalized Coaching – Optional)
- Turning referrals into introductions.
- Receiving referrals in a way that encourages more.
- Saying "thank you" for referrals – the why’s and how’s.
- Using the 151–Day Reinforcement Program – creating new habits.
- Continuing with your Referral Action Plan™.
|
3 Boot Camp Follow – Up Coaching Calls
Call #1 – Approximately 2–3 weeks following the Boot Camp
Contacting Referral Prospects – Setting Appointments
- Using what you learned about your new prospect
- Presenting yourself as a resource to your new prospect
- Staying in touch with referral prospects not ready to meet with you
Referral Coaching
- Learning from Successes
- Coaching challenges and answering questions.
Call #2 " Approximately 3 weeks following Call #1
Referrals from CPAs and Other Professionals
- Prepare yourself for meeting CPAs.
- The best way to meet CPAs.
- A 3–phase formula for establishing referral relationships with CPAs.
Referral Coaching
- Learning from Successes
- Coaching challenges and answering questions.
Call #3 " Approximately 3 weeks following Call #2
Meeting More and Better Prospects with Event Marketing
- Why event marketing is so effective
- 10 proven event marketing strategies
- 7 keys for maximizing event marketing results.
Referral Coaching
- Learning from Successes
- Coaching challenges and answering questions.
Our Ironclad Guarantee: We're confident you will get a ton of value from our Client Acquisition Boot Camp™. Stay for the entire program and, if after this idea-packed 1½ days, you don’t believe you’ve received enough strategies, ideas, and tactics to make a significant impact in your business, we'll refund your entire tuition. Your satisfaction and measurable results is our goal!
|
