Page 61 - Schooley Mitchell Marketing Manual
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SCHOOLEY MITCHELL
MARKETING MANUAL
Referrals
Relationship Building
Deposit into the Relationship Bank Account
• Put them on The Pulse Program – as many employees as possible
• Put them on a Drip Marketing Campaign
• Deliver Distinctive Value to your clients
• Take a Client to Lunch (TACL) – co-ordinate and track
• Organize an information session for a specific client and their staff
o Topics could include phone etiquette, phone system training, voicemail training
• Organize an information session and invite your clients o Ask them to bring a guest
o Send follow-up letters for each participant
• Take a client to a seminar/show put on by someone else (Internet, Chamber of Commerce, Business Semi- nar, etc.)
o Ask them to bring a guest
• Send handwritten note cards when something of “note” happens in their business
Manual Revised: April 3 2025 Confidential
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