B2B Referral Training

We can equip any member of your organization with the critical frameworks, tips, and skills to ensure your B2B referral program will achieve your sales targets.

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All of our training sessions are customized to your organization’s targets, your budget, and the degree you/your team want to be involved in establishing, managing, measuring, and honing a B2B referral program.

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We offer the following training formats (online and/or in-person):

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• Program Manager Training: A 90-minute (or 120-minute) overview outlining the foundations of a successful B2B referral program and how they can be applied specifically to your organization.

 

• Program Manager Training (Detailed): A deep dive into the “nuts and bolts” of launching, managing, and honing a successful B2B referral program. This consists of a series of five 90-minute hands-on sessions.

 

• C-Suite Training: A 75-minute session that provides executives the opportunity to see how, and why, B2B referral programs helps an organization achieve ambitious sales goals – and the positive benefits to other functional areas.

 

• Lunch & Learn: A fast-paced 50-minute introduction to B2B referral programs that can be tailored to your organization/industry. Perfect for sales and marketing professionals who are exploring whether B2B referral programs are right for them. This session is delivered to professional associations at no cost.

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We also develop referral strategy, roll out referral strategies, – and optimize existing referral strategies.