{"id":90326,"date":"2021-10-28t19:00:32","date_gmt":"2021-10-28t23:00:32","guid":{"rendered":"\/\/www.g005e.com\/?p=90326"},"modified":"2022-12-22t00:42:33","modified_gmt":"2022-12-22t05:42:33","slug":"five-ways-to-get-more-referrals","status":"publish","type":"post","link":"\/\/www.g005e.com\/2021\/10\/28\/five-ways-to-get-more-referrals\/","title":{"rendered":"five ways to get better clients"},"content":{"rendered":"
<\/a>psst… it works for finding new hires, too.<\/strong><\/p>\n by sandi leyva<\/i><\/p>\n there are many great things about getting better client 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>11 ways to boost billings and impress clients<\/a> | how clients get underserved and accountants get underpaid<\/a> unfortunately, many accountants take a reactive approach to referrals, waiting until they come to them, rather than a more profitable approach, which is to proactively maximize referrals.<\/p>\n here are five proactive ways to boost referrals and get the kind of client you want most: the first step may seem obvious, but it\u2019s important to know what type of client you\u2019d like to do business with.\u00a0 many business owners say \u201ceveryone.\u201d but if you say that, the reaction is that people don\u2019t know of anyone.\u00a0 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? 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 sub-component 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 sending thank-you notes to people who refer client to you, developing processes so that you know who your top referrers are, and tasks that encourage more referrals.<\/p>\n once the plan is complete, drop it into your project management system, automate it as much as possible and reap the rewards of your good work.<\/p>\n 4. develop a referral program.<\/strong><\/p>\n many companies offer a referral rewards program, so why not yours too? you might offer a gift certificate, cash, or a points program that will incent clients to send you business. one idea that\u2019s effective is to offer both the referral and the referring party a bonus or discount so that\u2019s it\u2019s a triple win for you, your referring client and your brand new client.<\/p>\n if you\u2019re a cpa or financial advisor, check with your state licensing board for any ethics rules about gifts to clients so that your referral program meets their criteria.<\/p>\n 5.\u00a0 get the word out.<\/strong><\/p>\n if no one knows you want referrals, guess what\u2019s going to happen: you won\u2019t get any referrals! it\u2019s a silly point, but i\u2019ll bet good money that you have at least one client who doesn\u2019t know you want more referrals.\u00a0 maybe all of your clients don\u2019t know.<\/p>\n imagine how many opportunities you\u2019ll lose if you don\u2019t let people know that \u201cbusiness is good, and we\u2019re looking for more.\u201d<\/p>\n <\/p>\n","protected":false},"excerpt":{"rendered":"
\nexclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n
\n
\n1. know who you want.<\/strong><\/p>\n