{"id":133769,"date":"2024-11-13t11:56:46","date_gmt":"2024-11-13t16:56:46","guid":{"rendered":"\/\/www.g005e.com\/?p=133769"},"modified":"2024-11-16t15:53:12","modified_gmt":"2024-11-16t20:53:12","slug":"get-more-referrals-in-five-steps","status":"publish","type":"post","link":"\/\/www.g005e.com\/2024\/11\/13\/get-more-referrals-in-five-steps\/","title":{"rendered":"get more referrals in five steps"},"content":{"rendered":"

\"key<\/strong><\/p>\n

who do you want? (hint: it\u2019s not \u201ceveryone.\u201d)<\/strong><\/p>\n

by sandi leyva<\/i>
\nthe complete guide to marketing for tax & accounting firms<\/i><\/a><\/p>\n

there are many great things about getting referrals. first, referrals have a built-in trust that helps you move through the sales process faster. second, there\u2019s almost no marketing cost involved. third, they tend to make a better long-term client.<\/p>\n

more: <\/b>is your practice leaking money?<\/a> | boost your value, boost your fees<\/a> | how to put your strengths to work for you<\/a> | are you throwing away profits?<\/a> | three steps to becoming a millionaire<\/a> | how to use chatgpt to create images<\/a> | create a bad website in ten easy steps<\/a> | leverage your strengths to beat stress<\/a> | are you crossing off your business bucket list?<\/a> | ten ways to make your business irresistible<\/a>
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unfortunately, many business owners take a reactive approach to referrals, waiting until they come to them, rather than a more profitable approach, which is to proactively maximize referrals. here are five proactive ways to boost referrals:
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\n1. know who you want.<\/strong><\/p>\n

the first step may seem obvious, but it\u2019s important to know what type of client you\u2019d like to do business with. many business owners say \u201ceveryone.\u201d but if you say that, the reaction is that people don\u2019t know of anyone. it\u2019s counterintuitive, but it\u2019s far better to provide a narrow description of an ideal referral than it is to ask for any old name. when your friends hear the detailed description, they can search their personal black book to see if anyone meets that criteria. you\u2019re far more likely to get one or two great matches with detailed information than you will asking for anyone.<\/p>\n

2. create a referral info sheet.<\/strong><\/p>\n

write up a handout about the type of referrals you want. what type of business is it? how long has it been around? where are they located?\u00a0 do they use a particular accounting system? do they have a specific accounting problem? do they have employees? what industry are they in? is it a mom-and-pop store, a chain, a franchise or a division? what other services and products do they use? what type of customers do they have? what type of entity is it?<\/p>\n

put together all of this information and create a sheet you can share with referral partners. encourage them to make a sheet that they can give to you of their own ideal referral.<\/p>\n

3. create a referral plan.<\/strong><\/p>\n

a referral plan should be a subcomponent of every marketing plan. it should list all of the activities you will be doing in conjunction with boosting referrals. this will include items such as<\/p>\n