Referrals Network
Step 1
Identifying Target Referral Sources
- Identify top 10 categories of organizations, business and practice areas as your target referral network
- Collect/purchase contact information on all selected area
- Create and CRM to manage all contact informations
Step 2
Communication Set Up
Create a contact process with specific messages to be utilized for each contact
1. Emails Marketing
2. SMS Messaging
3. Calling each contact
4. Social Media Connection and Messaging
Step 3
Process and Technology Set Up
Creating an automated system to connect and track networks
1. Contact Management System
2. Automated Messaging System
3. Referral Management Tracking with incentive programs
4. Progress Tracking
5. Financials Tracking (Referral ROI tracking)
Step 4
Staffing
1. Virtual Network Staff and trained by Practice Management Team
2. Networking weekly/monthly goals and tracking
3. Set up Referral Management Tracking via 411Referrals.com
Step 5
Referrals Network Marketing
Ability to co-market your service to referrals network of clients and database
1. Service / Marketing Collaterals
2. Email Blast Templates
3. Social Media Posting Samples
4. Print Media Samples
5. Videos Creation
6. Testimonials
7. Monthly Reporting Samples
Step 6
Marketing
Assist referrals network on marketing your services combined with their services.
1. Provide assistant with referral website
2. Provide assistant with email/sms/social media marketing
3. Provide monthly Newsletter services specifically created for their business
combined with your services
4. Provide Social Media management assistant to include your services
Step 7
Cost
Ability to co-market your service to referrals network of clients and database
1. Service / Marketing Collaterals
2. Email Blast Templates
3. Social Media Posting Samples
4. Print Media Samples
5. Videos Creation
6. Testimonials
7. Monthly Reporting Samples
Results
- 1. New Referral Sources
- 2. More Cases
- 3. Ongoing inexpensive source of clients
