Ideas you can put into practice
Referral strategy blog
Practical guides to developing referral relationships, keeping introductions moving and understanding the business and income they create.
If referrals matter to your business, give them the same deliberate attention as sales and marketing. Start with a useful question, a clearer partner conversation or a better way to review an opportunity.
Strategy
How to build a referral strategy for your small business
Choose relevant partners, explain the client fit and put a practical introduction and review process in place.
Tracking
How to track referral income without losing sight of the introduction
Connect introductions to agreements, separate potential fees from payments and keep the next action clear.
Partner relationships
What to tell referral partners so they can introduce the right business
Give your partners a useful brief covering the client, problem, signals, exclusions and introduction process.
Give your referral strategy a practical home
Referrals Made Simpler brings partner briefs, agreements and opportunities together. Explore the app or find out about the Founding Circle.