Episode #3. How do you track and supply value to your clients who are evangelistic about sending you referrals?

In this episode Michael Fanning talks to 3 Professionals on creating value for their evangelistic referrers. Ali Mills from Issaquah WA, Tracie Gulit from Whatcom/Bellingham, and Laurann Turner from Morgan Utah.

Common practices are.

1. Immediate follow up upon receiving the referral with notes and a gift followed by a thank you phone call.

2. Communication during the transactions again thanking them for the referral and keeping the client up to speed on the progress.

3. Placing the referrer into the flow schedule each month to receive items of value.

4. inviting the referrer to their client appreciation event yearly.

6. Creating a specific category in their CRM so then can easily find these A clients.

7. Making sure they are sending data and stats to these individuals and making sure they are showing up as the trusted advisor for their area.om/Bellingham, and Laurann Turner from Morgan Utah.

Tools mentioned.

Moxi engage

South Pine Gifts. https://www.southpinegiftco.com/

Loop&tie Gifts. https://www.loopandtie.com/

Client Giant https://www.clientgiant.com/

Ali Mills. http://alimillsgroup.com alimissl@windermere.com

Tracie Gulit http://www.traciegulithomes.com tracieg@windermere.com

Laurann Turner http://laurannturner.com laurann@winutah.com