How the System Works

Working by Referral:

A consistent level of contact with and care for the people in your database, leading to a steady stream of repeat business and referrals to their friends and associates.

The Referral System

The Working by Referral System utilizes direct mail, email, phone calls and Pop-Bys along with targeted dialogues and hand-written notes to help you go beyond word of mouth endorsements to create a predictable and steady stream of high-quality referred leads and referrals from their friends and associates.

It’s a simple, easy to use, multi-channel marketing system to deepen your relationships and create advocates for you and your business.

The Basics

Mail Item of Value

On the 1st of each month, mail the Item of Value (IOV) along with the corresponding cover letter provided with your Monthly Marketing Kit*.

EMAIL eREPORT

The 15th of each month is when you email your database your eReport, which is specifically designed to compliment the Item of Value you sent earlier in the month. It's preloaded into your Referral Maker® CRM*.

Follow-Up Call

Follow up with your clients by connecting voice-to-voice. Since you sent the IOV, you now have a reason to call! A phone call will increase the effectiveness of your IOV and eReports by seven times!

Pop-By

What is a Pop-By?
A short visit to one of your valued clients to say "hi" and give them an inexpensive gift. A Pop-By is the quickest & most effective way to generate referrals for your business. Popping-by your clients' home or office shows how much you appreciate them and will leave a lasting impression and most importantly, keeps you top-of-mind.

Hand-Written Note

Finally, be sure to follow up with a hand-written personal note. The lasting impact from this simple gesture will be sure to help you stand out amongst others.

*This is a feature of Referral Maker® PRO, Group Coaching, and One2One Coaching.

Get Started

We believe in serving clients in an excellent manner, leaving them delighted with the experience and continuing to serve them with consistent value and care.

The Working By Referral System helps you to turn your clients into walking, talking billboards for YOU!

Questions? Call 1-800-945-3485 x2