What’s the best way to make a referral to a strategic referral partner?
The best way to introduce your referral to your referral partner is… however you and your referral partner have discussed in advance. Phone, email, face-to-face, the best way to connect will vary depending on the situation.
There are lots of variables involved in a referral marketing program, including what an ideal customer looks like for each of you, how involved you’ll stay during the time you serve that new customer, how you’ll handle payment matters if you’re working together, and more. If you iron out and document all of these details before you send the first referral, you can avoid the potential stress and awkwardness of not knowing what to do.
Find out what else you need to think about to make your referral marketing program a huge success by reading Renewable Referrals.