In this course, we will explore the following learning objectives. By the end of the lesson, you will be able to

• Establish a circle of influence
• Define best practices for good referral etiquette
• Build confidence with small talk
• Create connections both in-person and online
• Prepare different strategies to ask for a meeting
• Navigate holding both in-person and virtual meetings
• Develop nurture strategies for referral connections

If you have any technical questions, please reach out to us at training@inovautus.com.

Participants in The Client Developer: Building the Right Network will receive 10 hours of CPE credit.

Additional Information:

• Prerequisites: None
• Who Should Attend: Anyone beginning their sales acquisition journey.
• Advance Preparation: None
• Program Level: Beginner
• Delivery Method: QAS Self-Study
• Field of Study: Communications & Marketing

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 (www.inovautus.thecpeseed.com). Please email training@inovautus.com to request a refund. For more information regarding administrative policies such as complaint and refund, please contact our offices at 888-491-9330.

The CPE 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 website:www.nasbaregistry.org

Revised May 2025