New Course
0.5 Hours (On-Demand)
CPE Not Available
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Bill Cates, President
Bill works with organizations and individuals who want to acquire more clients/customers through word of mouth, referrals, and personal introductions.
This instructor has 2 courses »To Access This Course:
Is it possible to build a thriving referral-based business without asking for referrals or personal introductions? You bet it is!
In this course, master referral expert Bill Cates shows you how in three simple, powerful modules. In module 1, you learn about The Prospect Experience and becoming referable quickly as you make the sale. In module 2, you learn about the New Client Experience and how the right onboarding process for new clients can significantly increase being referable. And in module 3, you learn about the Ongoing Client Experience and how to leverage the lifetime value of your clients.
Learning Objectives
- Discover the characteristics of an engaged client.
- Discover why an engaged client, not just a satisfied client, is your goal.
- Identify proven ways to onboard a client and become super referable.
- Explore the benefits of having a client-service promise for your business.
- Identify the benefits of the value discussion.
Last updated/reviewed: November 5, 2020
1 Review (1 rating)Reviews
Jacob Rothman
(Portfolio Manager at Rothman Investment Management)
Wonderful little course on how to build a business by better interacting with clients and prospects and getting them engaged. Very usable stuff!
Prerequisites
Course Complexity: Intermediate
No Advanced Preparation or Prerequisites are needed for this course.
Education Provider Information
Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact:
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .