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Professional Training

Cross-sell with Confidence - Live at Your Desk - Learn Live

Length
3 hours
Next course start
18 September, 2025 See details
Course delivery
Virtual Classroom
Length
3 hours
Next course start
18 September, 2025 See details
Course delivery
Virtual Classroom

Course description

Cross-selling is a topic that generates a lot of interest. Clients who use a number of a firm’s services are more profitable and satisfied.


This virtual classroom seminar concentrates on cross-selling for professional service firms. It provides an understanding of what needs to happen within your firm to facilitate cross-selling - and what you can do as an individual to increase the work generated by cross-selling.


Join expert speaker Kim Tasso as she discusses the benefits and drawbacks of cross-selling, internal and external relationships, action planning, and more.

Upcoming start dates

1 start date available

18 September, 2025

  • Virtual Classroom
  • Online
  • English

Outcome / Qualification etc.

Following all MBL courses, a certificate of attendance will be provided for those who are required to evidence their CPD activity to a professional body.

Training Course Content

Introduction

Cross-selling is a topic that generates a lot of interest. Clients who use a number of a firm’s services are more profitable and satisfied.

This virtual classroom seminar concentrates on cross-selling for professional service firms. It provides an understanding of what needs to happen within your firm to facilitate cross-selling - and what you can do as an individual to increase the work generated by cross-selling.

What You Will Learn

This live and interactive course will cover the following:

  • Why is cross-selling important?
    • The benefits and drawbacks of cross-selling
    • Inbound and outbound referrals - the reciprocity effect
    • The three tier model of cross-selling action: firm, team and individual
    • CRM systems and incentive schemes
  • How do you prepare yourself to cross-sell? Internal relationships
    • Shift your mindset from technical expert to relationship manager
    • The Activator model of effective business development
    • Acquire the internal knowledge you need
    • Identify the relationships you need
    • Internal networking - skills and approach
    • Internal visibility and personal brand
    • Resources to help you
  • How do you cross-sell? External relationships
    • Know how relationships are built - the emotional and rational factors
    • Nurture and strengthen relationships with clients
    • Be confident in client conversations
    • Show interest, be curious and ask questions
    • Handing over opportunities - Deal with client resistance and know your key client processes
  • Action planning
    • Key learning points, things you will do differently and your Personal Development Plan

Expenses

From £144
MBL Seminars Limited
C/o Law Business Research
Holborn Gate, 330 High Holborn
WC1V 7QT London

MBL Seminars Limited

With over 1,000 expert speakers covering more than 3,360 different topics, our course portfolio is vast and can be delivered either online or in-person. With over 450 years of collective professional development experience, we are proud to be trusted to...

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