Roundtable 4: Developing Referral Sources and Tracking Your Rainmaking Activities

  • Check in on homework and progress since the last roundtable
  • Explore the referral source realm of our business development hierarchy, including:
    • Fundamentals of referral source relationships
    • How to ask for the initial meeting and staying in touch after
    • Establishing a relationship that is “win-win”
    • Asking for a client or prospect introduction
  • Discuss your pipeline process to track your referral activities and sales opportunities
  • Explore best practices for managing your sales opportunities
  • Set expectations for homework to be completed by next roundtable

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