Enterprise Consulting
Build Your Own Referral Development In-House
In a focused 10-12 hour training sprint plus two months of weekly consulting, we’ll teach your team to run the entire referral outreach system independently. Give us an extroverted team member and 30 hours of their week, and we’ll build a business development program.
What’s Included
10-12 Hours of Hands-On Training
We cover everything: building a referral list, the tier system, email personalization, outreach cadences, meeting preparation, nurture sequences, CRM setup, and KPI tracking. Your team member leaves with a complete playbook.
Custom Referral Playbook
We build a referral strategy specific to your geography, your service offerings, and your competitive landscape. This includes email templates, talking points for meetings, objection handling, and follow-up sequences.
Two Months of Weekly Consulting
After the training sprint, we meet weekly to review progress, troubleshoot challenges, refine messaging, and ensure your team member is hitting their targets. This is where the training becomes real-world execution.
Full In-House Capability
At the end of the engagement, your team runs the entire referral development system independently. No ongoing dependency on us. You own the process, the relationships, and the results.
Who This Is For
This is our best fit for practices that have the team bandwidth but need the strategy and systems. You need:
- An extroverted team member who can dedicate 20-30 hours per week
- A list of 250+ potential referral partners (we’ll help you build this)
- Commitment to follow the system for at least 90 days
- Interest in building a sustainable, in-house business development capability
The ideal team member is often an extroverted RBT or admin staff member who’s great with people and looking for more responsibility. We’ve seen practices transform by giving this person the right training and systems.
High-Value Referral Meetings
A key part of our training: how to run referral meetings that convert. The most important rule? Let them talk more than you.
When you are running high-value referral meetings, make sure they are talking more than you. You should be learning as much as you can about their company and not expecting a referral right away.
From Our Training Program
The more you learn about a referral partner, the better you can tailor your value proposition. If you find out a pediatrician works with a lot of kids with ADHD comorbidities, you can explain exactly how your ABA approach addresses those specific needs.
Is Enterprise Consulting Right for You?
You’ll Learn to Measure What Matters
Marketing is behavior change. ABA is behavior change. The data tracking principles you use clinically apply directly to business development:
Leading Indicators
- Emails sent per day
- Response rate
- Meetings scheduled per week
- Follow-up touchpoints completed
- New contacts added to CRM
Lagging Indicators
- New referrals per month
- Repeat referral partner conversion
- Referral-to-intake rate
- Cost per referral vs. cost per ad lead
- Revenue from referral channel
Advanced Strategies We Teach
Beyond the core outreach system, our consulting covers strategies most ABA practices have never considered:
The Daycare Bounce Strategy: A daycare refers a child without a diagnosis to you. You connect that family with a diagnostician you’re building a relationship with. The diagnostician appreciates your consistent referrals. You track that family through diagnosis back to your ABA services. By far the most efficient way to leverage daycare relationships.
Chamber of Commerce: A $100-200/year membership that puts you in front of family doctors, developmental pediatricians, and community leaders who would never otherwise take your meeting.
Provider Collaboration: Reaching out to other ABA providers in your area to share resources, split training costs, and build the local ABA community. Learn more about our philosophy →
Enterprise Consulting FAQ
How long does the full training take?
The core training is a focused 10-12 hour sprint, typically delivered over 2-3 days. Then we meet weekly for 2 months to review progress, troubleshoot challenges, and refine your team’s approach.
What if my team member leaves after training?
Your custom referral playbook, email templates, CRM setup, and all training materials belong to your company. You can onboard a replacement using the same playbook. We’re also available for follow-up consulting.
Can you train multiple people across different locations?
Yes. For multi-state operations, we scope the engagement individually ($6K-$10K depending on team size and locations). Each location gets a customized strategy for their specific geography and competitive landscape.
What CRM do we need?
We typically work with GoHighLevel, but the system works with any CRM that supports pipelines, tagging, and automated follow-ups. We’ll help you set it up during the training sprint.