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Referral Marketing Checklist

WARNING: This checklist provides a reality check for your referral strategy.
Referral Marketing Checklist
Photo by Silas Köhler / Unsplash

Referral Marketing Partners

These people have the keys to qualified introductions: their trusted network of customers, suppliers, contacts etc.  

What is a qualified introduction as opposed to a lead? A qualified introduction is where the person knows you will call and is looking forward to meeting you. 

The perfect partner doesn’t directly compete with you but has a trusted reputation with your target market and if you develop a strong enough relationship and reason they will hand you the keys.  Better still, they will open the door and personally introduce you to a never-ending source of business. 

Seek such people out at networking events and nurture that relationship.

Don’t expect introductions just because you’ve exchanged business cards or joined the club. Doesn’t work that way. 

The perfect referral partner doesn’t directly compete with you but has a trusted reputation with your target market and if you develop a strong enough relationship and reason they will hand you the keys.  Better still, they will open the door and personally introduce you to a never-ending source of business. 

Seek such people out at networking events. Don’t expect introductions just because you’ve exchanged business cards or joined the club. Doesn’t work that way. 


Referral Marketing Partnerships:

– How many referral partners do you have? (who has already introduced you to 2 or more potential clients)

– Who could be introducing you to new business but isn’t?  Why aren't they?

– Who could I introduce you to, who could help you grow your business?

Why would I do that?

– What do I risk in recommending you? (hint: my reputation) 

Why would I risk my reputation for you?

Originally Published on LinkedIn on behalf of Alyson Roach