We start with a free assessment of your current data and analytic resources to identify strengths, gaps, and go-forward recommendations based on your goals.
Once we sign a contract and NDA, you provide access to your data sources.
We analyze your data and create a series of reports that help your team identify the top referral opportunities and tell your best story to maximize these opportunities.
If you need it, we'll create sales presentation templates and train your team on how to best approach referral sources with fact-based selling techniques to win more referrals.
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