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

<p>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.</p> <p>Common practices are.</p> <p>1. Immediate follow up upon receiving the referral with notes and a gift followed by a thank you phone call.</p> <p>2. Communication during the transactions again thanking them for the referral and keeping the client up to speed on the progress.</p> <p>3. Placing the referrer into the flow schedule each month to receive items of value.</p> <p>4. inviting the referrer to their client appreciation event yearly.</p> <p>6. Creating a specific category in their CRM so then can easily find these A clients.</p> <p>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.</p> <p><br></p> <p>Tools mentioned.</p> <p>Moxi engage</p> <p><a href="https://www.southpinegiftco.com/">South Pine Gifts. </a>https://www.southpinegiftco.com/</p> <p><a href="https://www.loopandtie.com/">Loop&amp;tie Gifts. </a>https://www.loopandtie.com/</p> <p><a href="https://www.clientgiant.com/">Client Giant </a>https://www.clientgiant.com/</p> <p><a href="http://alimillsgroup.com">Ali Mills</a>. <a href="http://alimillsgroup.com/" target="_blank">http://alimillsgroup.com</a> &nbsp;alimissl@windermere.com</p> <p><a href="http://www.traciegulithomes.com">Tracie Gulit </a><a href="http://www.traciegulithomes.com/" target="_blank">http://www.traciegulithomes.com</a> tracieg@windermere.com</p> <p><a href="http://laurannturner.com">Laurann Turner</a> <a href="http://laurannturner.com/" target="_blank">http://laurannturner.com</a> &nbsp;laurann@winutah.com</p> <p><br></p> <p>&nbsp;</p> <p><br></p> --- Support this podcast: <a href="https://anchor.fm/coachingmin/support" rel="payment">https://anchor.fm/coachingmin/support</a>