Page 115 - Schooley Mitchell Marketing Manual
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SCHOOLEY MITCHELL
MARKETING MANUAL
Referrals
Paid Referrals
Referral Source Checklist
Referral Source Checklist
n 1) Ask for a referral to a SPECIFIC business a. North-South-East-West
n 15) n 16) n 17) n 18) n 19)
n20) n 21)
acceptance – even if it’s not
Let the referral source know when recommendations are implemented
Inform the referral source about the post audit process
Get your new client to thank the referral source – sample letter
Take your new client and referral source to lunch/coffee
With permission of referral source and client, thank publicly – tell a small story – splash page, LinkedIn, Facebook, Twitter, link back to their site.
Thank them again when you send the check/ cheque and then tell the you will be calling them again for another referral – let them know the client is pleased
Send referral source a note on the anniversary of the Service Agreement with the referred client
  b. Specific neighbors c. Specific clients
d. Specific contacts
Make sure you inform them that you get your business from referrals from your happy clients
Draft a note they can use to introduce you
Ask the referral source to call (even better)
Let the referral source know how the call went
Let the referral source know when the appointment is accepted
Inform the referral source of the results of the first briefing
n 2) n3)
n 4) n 5) n 6)
n 7) n 8)
n 9) Let the referral source know about getting the Service Agreement signed – or not
n 10) Let the referral source know when you gather the records
n 11) Let the referral source know when analysis has begun
n 12) Let the referral source know (and the client) if there are any delays – or simply a progress report – bi-weekly
n 13) Let the referral source know the results of the Value Report – with glee
Inform the referral source of the results of the second briefing
n 14) Let the referral source know about
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Manual Revised: April 3 2025 Confidential
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n 22) Send referral source a note on the second anniversary of the Service Agreement with the referred client




























































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