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Corporate Finance Institute

Profitable Lead Generation

via Corporate Finance Institute

Overview

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Profitable Lead Generation Course Overview

This Profitable Lead Generation course dives into business development and the lead generation process and explores how to source new business. By breaking down the lead generation process, this course shows you how to identify a target market, sell your personal brand, and sell your product to a prospective client. This course enables client-facing finance professionals like you to find and attract new business through existing networks and by expanding these networks. We teach the skills and tools required to be successful in business development.    

Profitable Lead Generation Learning Objectives

Upon completing this course, you will be able to:
  • Understand the business development process and where lead generation fits in the process
  • Identify your target market, who you should target, and why it is important to be aware of what your competitors are doing
  • Find where to source new business and understand the importance of growing both your internal and external networks
  • Develop your unique selling proposition and your personal capability statement
  • Build your social media presence to help gain recognition and build credibility
  • Undertake targeted calling by developing scripts, getting past gatekeepers, and handling objections
         

Who should take this course?

This Profitable Lead Generation course is designed for current and aspiring commercial bankers, credit analysts, and other client-facing finance professionals. Anyone in these roles must know how to brand themselves and sell a product. This course provides the tools to grow internal and external networks, source new business, and communicate with prospective clients.  

Syllabus

  • Introduction
  • Understanding Business Development
  • Identifying the Target Market
  • Where to Source New Business
  • Mid-Way Check-in
  • Unique Selling Proposition (USP)
  • Targeted Calling
  • Conclusion
  • Qualified Assessments

Taught by

Lisa Dorian

Reviews

4.9 rating at Corporate Finance Institute based on 8 ratings

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