Networking & Branding

Networking and referrals have always played a role in building professional services practices. Building your networking takes time and can be overwhelming and exhausting when not done properly. In this course, we break down this interpersonal side of business development to focus on finding the right people for your network, using your time efficiently, nurturing referral sources to build trust and gaining exposure through personal branding and thought leadership. In professional services, selling requires trust and expertise which is why your network will play a crucial role in how quickly you grow your practice and whether or not you are attracting the right types of clients.

Participants will learn how to:
• Define a Circle of Influence and how to build one.
• Establish strategies to network online and in person.
• Construct an engaging and simple elevator pitch for networking.
• Construct your own personal brand based on passion, strength and pillars.
• Create a personal brand strategy for social media, networking and content.
• Compose engaging and memorable thought leadership.

To register, visit or contact for firm specific options.
In order to receive CPE credit, participants must log into the training session and answer all applicable questions during the presentation.

Participants will receive 5.5 CPE Credits
Field of Study: Communications & Marketing

Additional Information:
Prerequisites: Attendees should have a basic understanding of business development principles and want to build a referral network.
Who Should Attend: Anyone interested in business development and revenue growth including those currently in firm leadership or those striving towards a leadership role. Attendees should be in a manager role or higher.
Advance Preparation: None
Program Level: Intermediate
Delivery Method: QAS Self Study

Refunds & Cancellations: Cancellations or modifications to registrations must be made within one week of purchasing the training course. Full refunds are available during this time if the customer has not logged into the training platform ( Please email to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 859-594-7844.

The Sales Seed is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its
  • Welcome to Boot Camp: networking & Branding
  • Video - Introduction & Objectives
  • Video - Course Instructions
  • Download - Networking & Branding Workbook
  • Building a circle of influence (referral network)
  • Video - Building a Circle of Influence
  • Activity - Document Current Relationships
  • Video - Referral Source Categories
  • Activity - Document Referral Source Categories & Referral Partners
  • Video - Referral Etiquette
  • Activity - Document Ways to Build Value
  • Video - Networking In Person
  • Activity - Identify 3 Most Valuable Networks
  • Video - What Makes a Good Introduction?
  • Activity - Document Your Differentiators
  • Video - Perfect Your Elevator Pitch
  • Activity - Write Your Elevator Pitch
  • Video - Networking Online
  • Activity - Update Your LinkedIn Profile & Send Connection Requests
  • Video - Nurturing Your Network
  • Activity - Plan Your Nurture Activities
  • Review Questions - Building a Circle of Influence
  • Establish Your Personal Brand
  • Video - Defining Your Personal Brand
  • Activity - Define Your Passion, Strengths & Pillars
  • Video - Branding Through Networks, Social Media & Content
  • Activity - Develop a Plan for Branding
  • Video - Becoming a Thought Leader
  • Activity - Brainstorm Speaking Topics
  • Video - Tailoring Your Content
  • Activity - Create a Presentation Outline
  • Video - Delivering Engaging Presentations
  • Activity - Create Your Bang, Key Points & Anchor
  • Video - Living Your Brand
  • Activity - Goal Setting
  • Review Questions - Establishing Your Personal Brand
  • course conclusion & CPE
  • Video - Exam Instructions
  • Final Exam
  • Complete Survey To Receive CPE Certificate
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever