Strategic Alliance Accelerator - San Antonio

Schedule

Thu Nov 06 2025 at 12:30 pm to 04:30 pm

UTC-06:00

Location

Oficina Remote | San Antonio, TX

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Build your Business Ecosystem and Referral Network. Limited seating for this exclusive in person event in San Antonio, TX
About this Event

This methodology is designed for referral based businesses to create, grow and manage highly productive Channel Partners that will bring you pre-qualified, pre-sold clients year after year for years to come.

WHO THIS IS FOR: Referral based service businesses ready to solidify a pipeline of future ideal client referrals.


Need the access code to register?

Complete this short application to attend this event. This will ensure this event is right for you, and allows me to guarantee high level opportunities in the room for each of you:


🚨 30% OFF UNTIL TUESDAY SEPT 30TH 🚨


Strategic Alliance Accelerator is a hands-on, high-impact 4-hour seminar designed for referral-based service businesses that are serious about scaling with intention. Through guided training, live exercises, and curated peer interaction, you’ll walk away with the foundational building blocks of your own Strategic Alliance Growth Plan—and the clarity to start executing it immediately.

You’ll be surrounded by a small group of high-caliber professionals in a collaborative, workshop-style environment where your game plan is completed, and all the first steps already activated toward years of future referrals.

Are you tired of sporadic referrals and most of them aren't actually a good fit? Start building a strategic, sustainable referral system that delivers qualified, pre-sold prospects year after year.

"Personally, I hate sales. And this way of building business is a process I have perfected over years of experience and trials. I grew my prior company (a referral only consulting business) to 9 locations across the US and one in Sydney, Australia. This methodology is exactly how I did it. I will show you EVERYTHING, the process I followed and all the tricks I have taught everyone in my offices and all of our clients." Sandy



What You’ll Walk Away With
  • A clear and personalized strategic growth plan that outlines how to shift from direct sales to high-leverage referral partnerships.
  • A list of high-potential channel partners with a plan to initiate outreach and relationship-building conversations.
  • An understanding of your market position and ideal client profile—and how to communicate it to your channel partners.
  • A cost-of-sales comparison that shows the long-term value of strategic alliances versus traditional prospecting.
  • A repeatable 4-stage framework to build, strengthen, and sustain referral relationships with trusted partners.



Ideal Attendees

This event is ideal for established referral-based service providers who want to scale through intentional partnerships, including:

  • CPAs and tax advisors
  • Attorneys (estate, business, or real estate)
  • Commercial insurance brokers
  • Health insurance plan brokers
  • 401k and retirement plan specialists
  • Commercial loan officers
  • Outsourced C-Suite, CFOs or COOs
  • Professional bookkeepers
  • IT consultants
  • Marketing strategists and brand consultants
  • HR consultants
  • Business coaches or consultants
  • Salesforce/Hubspot/CRM consultants
  • Executive recruiters
  • To name a few...this is NOT an exhaustive list. Are YOU not listed and wondering if this is right for you? Short answer...if any of the above are good potential Channel Partners for you, then YES, you are an ideal attendee too.



Challenges This Seminar Solves
  • Inconsistent or unpredictable referrals
  • Overreliance on time-intensive direct sales
  • No clear structure or plan for building alliance partnerships
  • Low return from generic networking groups
  • Difficulty identifying who makes a strong channel partner
  • Lack of confidence or clarity in holding partner meetings
  • No system for converting warm relationships into active referral engines


READY to stop SELLING and to start building fun, energized business relationships? This is honestly the most FUN way to grow quickly. Low stress, exciting growth and real growth partners and I'm so excited to share it with you.


***Complete this short application to attend this event. This will ensure this event is right for you, and allows me to guarantee high level opportunities in the room for each of you:


Agenda

🕑: 12:30 PM - 12:50 PM
Welcome & Guided Participant Intros
🕑: 12:50 PM - 01:45 PM
ON Your Business Exercises

Info: Direct vs Indirect Sales Mapping, Cost of Sales & Growth Strategy Planning, Market Position Shift Strategy Designing


🕑: 01:45 PM - 02:00 PM
BREAK (break time is approximate)
🕑: 02:00 PM - 02:45 PM
ON Your Business Exercises

Info: Ideal Client and Ideal Channel Partners to Align with Market Position


🕑: 02:45 PM - 03:15 PM
4-Stage Strategic Alliance Process

Info: MATCH meeting, WE PRESENT meeting, THEY PRESENT meeting and EXPECTATIONS meeting


🕑: 03:15 PM - 03:30 PM
BREAK (break time is approximate)
🕑: 03:30 PM - 04:00 PM
Building The List

Info: This will be the most constructive, most valuable time spent. After completing all the exercises, through partner conversations, you will instantly build a list of qualified potential Channel Partners that will put you on the ground running toward real success quickly.


🕑: 04:00 PM - 04:30 PM
Debrief and Next Steps
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Where is it happening?

Oficina Remote, 9706 Plymouth Rd, San Antonio, United States

Event Location & Nearby Stays:

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