Networking & Referral Strategy
Networking & Referral Strategy
Hey guys,
Referrals from other professionals and satisfied clients are often the highest quality source of new business. This note focuses on how we proactively build relationships and encourage referrals.
Purpose:
- To identify key referral sources (other professionals, existing clients).
- To develop a strategy for building and maintaining relationships with these sources.
- To define our approach to networking events and activities.
- To consider how we can encourage and track referrals.
How to Use This Note:
- Identify Sources: Brainstorm who our best potential referrers are.
- Strategize Relationships: Discuss how we can genuinely connect with and provide value to these sources.
- Plan Activities: Consider networking events or other relationship-building activities.
- Document Approach: Finalize our networking and referral strategy here.
Building Our Network & Encouraging Referrals
Let's define our strategy:
| Strategy Element | Key Questions / Actions to Consider |
|---|---|
| Key Referral Sources | Who are the top 5-10 types of professionals (e.g., specific types of lawyers, accountants, realtors) or client groups most likely to refer our 20.1 - Ideal Client-Profile? Let's list them. |
| Relationship Building | How can we proactively build genuine relationships with key referrers? (e.g., Coffee meetings, sharing useful info, referring work to them, expressing appreciation). Who on our team focuses on which relationships? |
| Networking Activities | Which industry events, business groups, or community organizations are most valuable for us to attend or participate in? What's our goal when networking? (Relationship building, not just collecting cards). |
| Encouraging Referrals | How do we make it easy for people to refer us? Do we have clear info to share? How do we thank referrers (ethically)? Should we actively ask satisfied clients for referrals or reviews? (See also 30.6 - Client Retention & Loyalty Programs). |
| Tracking & Follow-up | How will we track where new clients come from? How do we ensure timely follow-up on referrals received? |
➡️ Let's discuss our networking and referral strategy in Discord: #[Link to Channel #30-5-networking-referrals]
(Placeholder for Final Networking & Referral Strategy)
Summary of our Networking & Referral Strategy:
- Key Referrer Types:
- Relationship Building Approach:
- Networking Activity Focus:
- Referral Encouragement & Tracking:
Proactive networking and relationship building are key to generating consistent, high-quality leads.