Corporate Referral Training

Corporate Referral Training


The Be WellConnected Program


This training is for sales people who want to grow their business by referral. It takes place once per week, for three consecutive weeks. It includes 3 easy steps to generate ongoing referrals and business. Financial planners and insurance agents earn 5 continuing education credits from Advocis and The Institute of Advanced Financial Education (IAFE). Also, consultants, mortgage agents, bookkeepers, engineers, marketing and I.T. companies and those who offer professional services, enjoy this training.


Step 1. Networking to be WellConnected


  • Discover your personality style with an Extended DISC assessment and learn how you communicate
  • Identify personality styles in 4 quadrants to relate well to others
  • Discover secrets of effective networking, according to personalities
  • Work with 4 steps to assess personalities so you understand motivation of others
  • Start the score card which is choice of 30 activities to generate referrals

Step 2. Create a Compelling Networking Message


  • Measure your score card results – choice of 30 activities to generate referrals
  • Create answers to 5 questions for your message so others understand what you do
  • Develop 10 characteristics of your ideal client for profitability
  • Identify 10 networking strategies to make a great first impression

Step 3. Choose Where to Network and Generate Ongoing Referrals


  • Measure your score card results – choice of 30 activities to generate referrals
  • Practice your final networking message so others will want to work with you
  • Choose from the 7 networking categories to generate new business
  • Determine where to network to meet your ideal client
  • Categorize your existing connections into 3 groups to discover referral partners
  • Discover who you know that will give you on going referrals – referral partners

Regularly $997 Now Only $799 per person plus HST


Ask about our corporate rates to fit your budget. Find out how this training will help your sales team.


Government grants available for up to 80% of the cost. We will help you with the application.

Our manager group learned valuable networking techniques through the interactive training sessions. Jill was flexible to accommodate our schedules, very knowledgeable and well organized. I wouldn’t hesitate to recommend her to other organizations who want to provide training on developing referrals and improving networking skills.


Heather Allison CPA CA Senior Manager-Assurance and Accounting, BDO Canada LLP

Weekly Referral Coaching Calls


These calls will follow the 3 Week BE WellConnected Course These calls will be conducted using Zoom video calls. Your sales team can log onto these calls from wherever it is convenient for them. These calls will be held for one hour on Mondays so your team will be both accountable, motivated and will learn marketing skills to start off their week. During each call, there will be a check in for each participant with their score cards, there will be an education segment with PowerPoint slides and peer to peer ideas on sales. Here are topics of the weekly calls:

  • Mindset and Staying Positive in Business
  • 8 Ways to be Mentally Strong
  • Marketing Ideas for your Business
  • Time Management
  • Handling Sales Objections
  • The “Why” of Your Career
  • Setting and Achieving S.M.A.R.T. Sales Goals
  • Managing Leads in Your Sales Funnel
  • Assessing and Improving Your Sales Calls

Corporate Training Clients


Find Out How This Training Will Help Your Sales Team