Page 77 - Schooley Mitchell Marketing Manual

SCHOOLEY MITCHELL
MARKETING MANUAL
Referrals
Associations
Client Relationship Tracking Sheet
My Client Relationship Sheet
Be Positive About Everything - Be Negative About Nothing!
ABC Company
123456
A) Stress/Issues/Problems of the Business
SendDV-What
SendDV-What
SendDV-What
SendDV-What
1)
2)
B) My Contact(s)' Personal Interests
SendDV-What
SendDV-What
SendDV-What
1)
2)
3)
C) Neighbouring Businesses
Ask for Referral
North -
South -
East -
West -
D)VendorstotheBusiness
Ask for Referral
1)
2)
3) Ask for Outsourced IT
E) Business Related Issues - Newspaper/Google
Send Article
Send Article
Send Article
1)
2)
F) Customers/Clients of the Business
Ask for Referral
1)
2)
3)
G) Execute a Specific Ask or Multiples Over Time
1) Begin renewal conversation
H) SMARRT - Promote Your Clients
Splash Pages
Social Media
Testimonials
Choclates
Promo Media
Social Reviews
1)
Feature Story
Business Book
Re-Post Promo
Thumb Drive
Sales Tips - Drip
Promo Video
2)
I) Service Agreement Anniversary
SendDV-What
J)Pulse
Who Who
K) Have They Referred to You? Use Referral Touches
Speak Article(s) Paid Referral Trade Show Meetings
L) Send Accoutants Letter
(Warehouse > Libraries > Sales & Marketing Library > Client Accountability > Client Accountability Tracker)
Manual Revised: April 3 2025 Confidential
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