Page 118 - Schooley Mitchell Marketing Manual

SCHOOLEY MITCHELL
MARKETING MANUAL
Referrals
Paid Referrals
Referral Source Correspondence
Note to the client to keep them informed when there are delays in the audit process. The client should be informed at least bi-weekly regardless of what is going on in the process. Also reinforces the time element of what we bring to the table.
Hi John:
As you know, we are proceeding with our audit and consulting assignment for you to help identify options to increase your bottom line.
I just wanted to let you know that we are waiting for some of the vendors to respond to our queries and it has caused us to play the waiting game.
Thankfully it’s us and not you going through this process. I’ll keep you posted as soon as we are able to break out of the holding pattern.
Joe
Note to the referral source to keep them informed when there are delays in the audit process. The referral source should be informed at least bi-weekly regardless of what is going on in the process. Also reinforces the time element of what we bring to the table.
Hi Michael:
As you know, we are proceeding with our audit and consulting assignment with Jones Plumbing to help identify options to increase their bottom line.
I just wanted to let you know that we are waiting for some of the vendors to respond to our queries and it has caused us to play the waiting game.
Thankfully it’s us and not Jones going through this process. I’ll keep you posted as soon as we are able to break out of the holding pattern.
Thanks again – I am confident we will be able to help them so hopefully that’s good news for you! Joe
(Warehouse > Libraries > Sales & Marketing Library > Paid Referrals)
Manual Revised: April 3 2025 Confidential
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