Page 117 - Schooley Mitchell Marketing Manual
P. 117
SCHOOLEY MITCHELL
MARKETING MANUAL
Referrals
Paid Referrals
Referral Source Correspondence
Quick email to referral source to let them know you have followed up quickly and spoken to their referral
Hey Michael:
Just a quick note to let you know that I did call John Jones yesterday and he is going to meet with me next Thursday. Thanks a ton!
Joe
Quick email to let your referral source how the briefing went regardless if it was good or bad. Ensures that the referral doesn’t just end and they are never informed of the result if nothing comes of it. It also lets them know that the process is moving forward if the briefing was good.
Hi Michael:
I had my meeting with John yesterday and it went quite well. He is reviewing our discussion notes as well as the info that I left with him. We are meeting again next Wednesday so I can answer any additional questions and hopefully to gather the records to start our assignment.
Thanks again for the referral Michael. Hopefully we will be able to identify some savings for John to help his business increase profits, and of course you and I will share in those benefits too.
Joe
Quick email to let your referral source that the work has begun for the referred client. Staying in touch lets them know that the money is getting closer for them and lets them know you are acting as quickly and professionally as possible for the referred client.
Hi Michael:
Great news! We are starting our audit with Jones Plumbing. I’ll keep you posted as I go through the process through the coming weeks so you know what to expect.
Thanks again!
Joe
(Warehouse > Libraries > Sales & Marketing Library > Paid Referrals)
Manual Revised: April 3 2025 Confidential
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