Every person in the organization will benefit from referral skill and process development. To maximize the impact of training, we deliver programs designed for YOU.
Are you missing opportunities to capitalize on the solid relationships your sales and service staff built? Are you struggling to find new business opportunities? Is your sales staff charged with the responsibility of making referrals but struggling to make it happen? Referral training is a vital component of a robust service and sales culture. Our training focuses on solutions based upon the needs of the client or prospect—not on product referrals. In most cases the solution is simply introducing the person with need to the person best suited to meet those needs.
Referrals are the purest expression of a service-focused organization. In fact, an organization with a strong service culture should find referrals a natural part of the process of fulfilling a client’s needs.
Referral training without a strong Referral Infrastructure risks the return on the training investment. Infrastructure includes source tracking, destination tracking, efficient referral transmittal, effective referral documentation, summary reporting, performance accountability and coaching by managers. We can provide assistance in developing or improving any area of the infrastructure that will improve the return on the training investment.
Destination Training is often neglected. This component ensures that the sales staff that receives the referrals responds appropriately. Delivered as part of the referral training or as part of a broader service or sales training program, we ensure that the barriers to referral success are eliminated.
Every person in the organization will benefit from referral skill and process development. To maximize the impact and implementation of the training, we deliver programs designed for the type of client and prospect interaction the participants faces every day. We provide broad based (training for everyone) and targeted training for:
|Commercial Lenders||Retail Managers|
|Other key customer contact staff|
Pohl Consulting and Training, Inc. has been conducting referral training for over 30 years. We know what works!