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Business Development: Referral Rally (BDV1)

  • Format Self-Study Download
  • Credits 1.00
  • Level Basic
  • Field of Study Communications and Marketing (1)

Overview

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.



Major Topics:

  • Networking organizations 
  • Obtaining referral sources

Learning Objectives:

  • Be familiar with ways to expand a client base through networking and referral sources 
  • Understand how professionals differentiate their practice in a crowded field of competitors

Who should take this course:

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

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