Course Details

During this course Neil O’Brien shows you 5 key steps that can help you create powerful referral systems that can bring you a flow of new clients for years to come.


You will be able to take these simple practical ideas and try them out in your practice in the weeks ahead.


If you use these strategies in the correct way, they can not only bring you new business but ideal profitable clients that you will love working with.


5 steps in creating a flow of new clients:

  • Referral partners, the steps involved in creating strong relationships with other businesses where you can pass a flow of work in both directions.
  • Referrals from clients – this is the most powerful marketing I have ever used. I will show you a 4-step process to turn your best clients into a powerful sales team for your practice.
  • Weekly KPI’s – to make these 2 referral systems work for your business, you will need to plan and track the activities that will bring you new clients. These new clients won’t just fall into your lap. You will need to build and nurture relationships with key people for this to work. 
  • Default diary – the KPI numbers you track will need to be planned. An example of these activities could be having coffee with a solicitor. For referral systems to work, you will need to block off time in your diary every week.
  • Neil shows a list relationship building activities e.g. promoting an event, that can help you build relationships and win new clients.

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CPD Course Speaker

Quantum Mastermind Ltd

Neil O'Brien

Neil a business consultant whose sole aim is growing the profits of business owners. He has consulted with over 260 companies including accountant, engineers, marketing consultants and many others including various Government agencies. Before running his consulting business, Neil spent 15 years as a management accountant spending time in the U.K, USA and Ireland working for the likes of EMC and Pfizer. His 2 speciality areas are 80:20 and pricing. He can help any business grow profits through identifying the profitable ‘whale’ clients and the ‘profit sucking’ sardines. Once you start changing that mix and add whales while firing sardines, profits grow at a substantially faster rate than sales. He is a published author of a critically acclaimed book “101 Business Lessons From a Recovering Accountant”. He has advised people who made successful appearances on ‘Dragon’s Den’ and mentored businesses through the post graduate program run by U.C.C. university.