Page 104 - Schooley Mitchell Marketing Manual

SCHOOLEY MITCHELL
MARKETING MANUAL
Referrals
Paid Referrals
Relationship Building Best Practices
The idea here is to call another business professional and explain that you are operating a professional business and you feel that there may be some reciprocal value in getting to know each other. Invite them to lunch, or just tell them that you will be in their area and would like to meet for coffee if you don’t want to spring for lunch or dinner.
You can pick your own activity level with this strategy but if you want to fill your funnel significantly you could do this four times a day for the next three months if you’re really serious about building your business to the next level. These calls are easy to make because you are not asking for anything – just to determine ‘if we can help each other’. If you make ten calls like this you will get at least half of them that will agree to meet with
you – for lunch, for coffee, or even in their office if that’s their desire. So who do you call – the list is endless:
Accountant Banker
Sales Coach Receivers Business Services NFIB/CFIB
Lawyer
Credit Union Manager Chamber Manager
IT Consultants Business Trainers
Financial Planner
Other Consultants Investment Dealer
Cost Reduction Consultants Insurance Agency Manager
Every one of these people is looking for help and looking for relationships and they don’t necessarily know their best alternatives. The key here is to focus on them. Do a little research and then ask them intelligent questions about their business, their needs, their pains, what they’re looking for, how you can help if possible, what their personal interests are, etc.
There is no way that you will have that conversation without them asking for some more details about you and Schooley Mitchell.
The key here is that there is no bad result regardless of what happens because you shouldn’t go in with any expectations except to meet someone new, learn about their business, and inform them about yours. The whole point here is that if you stay true to this program through regular meetings your business will flourish just because more people know about you and our great business.
Manual Revised: April 3 2025 Confidential
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