Page 120 - Schooley Mitchell Marketing Manual
P. 120

SCHOOLEY MITCHELL
MARKETING MANUAL
Referrals
Paid Referrals
Referral Source Correspondence
Hand written note to accompany the first payment to your referral source. It describes the payment, future expectations, and the fact that the referral source has received the benefits of our efforts and therefore the referral.
Hey Michael:
Here’s the first payment for the Jones Plumbing referral for you. We will be billing them each quarter so you can plan on something similar every three months based on their results.
Jones is very pleased with the results of our audit engagement as we have been able to help give their bottom line a boost. Let’s sit down again and see if there are some other people we can help together. I’ll call you next week on Tuesday to see if we can make some more money together.
Thanks again for the great referral! I know they are happy too! Joe
  (Warehouse > Libraries > Sales & Marketing Library > Paid Referrals)
Manual Revised: April 3 2025 Confidential
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