Wednesday, October 7, 2009

You have a successful referral program when ...

As follow up to today's webinar, "Client Satisfaction and Service: How to Retain Clients and Grow Revenue in a Recession," you have a successful referral program when ...

• You can identify the bankers, attorneys, etc. of your clients.
• You meet with your referral sources/COIs on a regular basis.
• Your professional staff has specific referral marketing goals.
• You track these meetings.
• You track referrals given out/received.
• Your people can describe the type of new business you are targeting.
• You are training/mentoring/providing opportunities for your people to build their own networks.
• You utilize the networks of your colleagues to solve others’ problems.
• You ASK your clients and referral sources for leads.
• You thank your referrals sources for leads – the value of handwritten notes.

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