The Referral Navigator (TRN) provides assessments, business development planning, tools to track activity and results, training and train-the-trainer programs, strategy and systems for business growth. TRN systems work together with your current systems to help you grow your team and acquire new clients and customers with referral relationships. As companies who have built their business on referrals and “word-of-mouth” want to achieve the next level of success, TRN has the experience and wisdom to identify the tactics and methods with the most effective results to bring on your best new clients and partners. TRN system focuses the action plan for your company to acquire new customers and partners. We determine the most effective use of your resources (time, energy, relationships, money) and then put those resources to work towards your goals. We will lay out the specific steps your team will take in activities including phone calls, meetings, interviews, networking events, speaking opportunities, and written communication. The system clarifies realistic expectations and creates opportunity for continuous improvement. Most importantly, we work together to implement your action plan. We plan and practice the most important referral conversations, review successes and setbacks, adjust the plan, celebrate small victories and goal achievement, and work through the entire process above as a cycle.Clients regularly benefit from a cultural transformation to become truly focused on the referral relationships which provide the highest return on investment. Law firms, for example, are often grown on the efforts of a small percentage of their team who create a large percentage of origination, the rain-makers. The Referral Navigator will help to assess the skill, will, and resources of individual attorneys and improve the accountability, organization, specific action plans, and culture of the attorneys and their team.

personal and business financial advice, sales coaching, sales management, sales training, sales training management, virtual training (WebEx) management, sales conference management

equity research on technology companies

equity research on technology companies

personal financial advice