
You will learn a proven, simple, step-by-step sales process that will help develop the interpersonal skills required to navigate complicated referral source relationships. This process is predictable, repeatable, and empowers you to use root-cause analysis skills to identify the next step to move an account forward or dissect why a referral source is not active.
The only way we improve skills is through practice. Our workshop will provide low-stress opportunities for practicing, developing, or creating new sales skills. We will also use learning scenarios and small group activities to solidify your learning.
From developing strategic partnerships to leveraging healthcare innovation models, we review several tactics and strategies to help you uncover hidden opportunities in your market.
Growing your referrals in a compliant and ethical manner is critical to a successful agency. Our workshop teaches you how to maintain compliance and grow your business.

Industry experts lead our two-and-a half-day workshops. We developed a practical framework to support your agencies’ mission and purpose.
Earn a Certification
Our workshops offer three different certification options:
Each Certification comes with a media kit to help market your certification as well as a digital badge making it easy to add it to LinkedIn and business cards/collateral.
Perform
Certifications can play a significant role in improving internal operations and leadership fundamentals, which can help to increases stability within your agency. You will gain knowledge and skills that enable you to execute continuous quality improvement techniques and systems. They help to manage and design tactics that lead to better consumer safety, satisfaction, and outcomes. Certification provides differentiation and credibility for referral sources, which can ultimately help an organization grow.