STRONG RELATIONSHIPS = BETTER SERVED CLIENTS
As a consulting team working with a diverse set of SMB clients, one of the first steps in every single client program we administer is confirming that the client has a fully-developed supporting professional team. This includes professionals in providing legal, insurance, accounting, bookkeeping, marketing, investment, wealth management, IT services, and beyond.
WHO WE ARE LOOKING FOR
Professionals with an existing client base
Who are able to take on additional clients
That have a strong client service & communication process
what a great relationship looks like
Initial video call to develop better mutual understanding of business visions
Discussing best method and manner for “warm handoff” of referrals
Discussing preferred structure of referral fees or client-side incentives
why we do it
Our clients have a smooth experience connecting with a trusted service provider
Our programs of development have a higher success rate with better supporting providers
Our referral partners end up spending less time and money on new client acquisition
We have found that it leads to an opportunity to support our referral partner’s clients
The work we do with a referral partner’s clients accelerates their growth and increases their demand for additional services from our referral partner