MSP Sales Process

Referral _v01 Introduction to Course

Referral Module 1 V02 Introduction _ Prep Work

Referral Module 1 v03 Subjective Business Impact

Referral Module 1 v04 Work Performed Review

Referral Module 1 v05 Customer Experience Survey

Referral Module 1 v06 Relationship Value Questionnaire

Referral Module 1 v07 Strategy 101

Referral Module 1 v08 Prepared Case Studies

Referral Module 1 v09 Desired Referrals

Referral Module 1 V10 Thank You Cards

Module 1: Written Guidance

Referral Module 1 v12 - Module 1 wrap up

Referral Module 2 v13 - Introduction

Referral Module 2 v14_ Scheduling

Referral Module 2 v15_ Impact Review Conversations

Referral Module 2 v16_ Customer Experience Survey

Referral Module 2 v17_ Prewritten Case Study

Referral Module 2 v18_ Module Wrap Up

Module 2: Written Guidance

Referral Module 3 v19_ Retention Introduction

Referral Module 3 v20_ How you end up at retention

Referral Module 3 v21_ Now What_

Referral Module 3 v22_ Get the Team

Referral Module 3 v23_ Offboarding

Referral Module 3 v24_ Retention Wrap Up

Module 3: Written Guidance

Referral Module 4 v25_ Referral Conversation Introduction

Referral Module 4 v26_ Scripts

Referral Module 4 v27_ Roleplay Example

Referral Module 4 v28_ Walkthrough of Example Script

Referral Module 4 v29_ Use of Silence

Referral Module 4 v30_ Handling No

Referral Module 4 v31_ Reciprocity

Referral Module 4 v32_ Gratitude for Referrals

Referral Module 4 v34_ Referral Conversation Wrap up

Module 4: Written Guidance

Referral Module 5 v35_ Management Defined

Referral Module 5 v36_ Managing the Process

Referral Module 5 v37_ KPIs

Referral Module 5 v38_ Process Cadence

Referral Module 5 v39_ Management Recap

Module 5: Written Guidance