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Surgent’s Business Development: Referral Rally (SSOT705/24)

Event Description

Participants play the role of a consultant brought into an accounting firm that needs help building new business and restoring their sales pipeline. Players apply core business development principles as they move from analyzing networking groups to meet people that most closely align with the company’s vision to choosing the right contacts that will best lead to referrals for the struggling company. The game’s accompanying video, “Business Development for Accounting and Other Professionals” provides additional reinforcement of the topics and learning objectives.

Designed For

Accounting professionals needing to develop core business development skills, including the importance of building their professional network


Be familiar with ways to expand a client base through networking and referral sources Understand how professionals differentiate their practice in a crowded field of competitors

Major Subjects

Networking organizations Obtaining referral sources