Developing a Contact List- Part Two


In a previous installment, we spoke about how to come up with a list of persons you currently know. Although everyone on that list will not necessarily become your client, everyone can lead you to clients. In this section, we will talk about how to get referrals from all of the people on your contact list and what to do once you have those referrals.

Most people will not feel comfortable giving you referrals until they know how you intend to handle these contacts. No one wants to refer you someone that you are too aggressive with, that you take advantage of, or for what ever reason, that you make them look bad in front of. The following is an excellent approach to use that is not only non-threatening for the referred person , but does not embarrass the person giving the referral.

1. Determine who your client base is. For illustrative purposes, let's say your clients are CPAs.

2. Ask everyone on your MEMORY JOGGER list for a referral to a CPA.

3. Tell everyone who you ask for a referral from, that you will be using these referrals to seek advice on how you might best develop your new business. Make it clear that you will not be asking for work from these referrals.

4. Write THANK YOUs to all person who provided you with a referral. Ask that they keep you in mind in the future, should they have contact with other CPAs .

5. Contact the referrals you receive and make an appointment for that advice- making sure that you are clear about your intent- to get advice, not sell anything. Also make it clear that you will only need a brief period of time- let's say ten minutes. 6. At this appointment, be prepared with survey-type questions to ask. These questions should be geared toward finding a need for your product or service. This need can be of a general or specific nature- you are seeking information here.

7. Once at the appointment, conduct yourself professionally. Dress appropriately. Upon completion of the interview, ask for a referral of someone else you might be able to seek advice from.

8. Write a THANK YOU note to the person you had the interview with. Thank them for their time and help with the advice they gave you. Thank them for their referral.

9. Contact their referral. Make an appointment with them, using the name of the person who gave you the referral and making your intentions clear.

10. Repeat the above process.

This approach will open many doors for you. It is non-threatening and low-keyed. The information you garnish will be useful in helping you tailor your products and services to meet the needs your client base. It will also encourage members of your MEMORY JOGGER list to refer more possible clients your way, once they see how you handle the first referrals they send your way.

Nancy Roebke, is the Executive Director of Profnet Inc, a professional business leads generation corporation. We bring business professionals together in a non-competitive environment to help each other make more money.

mailto:execdirector@profnet.org http://www.profnet.org

Copyright c Nancy Roebke







Related News




New snuff marketing makes - Williamson Daily News

New snuff marketing makes
Williamson Daily News, WV -10 minutes ago
By DAVID TEMPLETON In West Virginia, which has the nation’s highest rate of tobacco use, officials are spitting mad about RJ Reynolds test-marketing a new ...

Anheuser-Busch's sports marketing chief to retire - CNNMoney.com

BBC News

Anheuser-Busch's sports marketing chief to retire
CNNMoney.com -Nov 17, 2008
NEW YORK (Associated Press) - The vice president of global media and sports marketing at Anheuser-Busch Cos. Inc. will retire at the end of the year, ...
Will Anheuser-Busch InBev burnish the Budweiser icon?St. Louis Post-Dispatch
Peacock names AB’s US business leadersBizjournals.com
Sports Marketing Guru Tony Ponturo Leaves Anheuser-BuschCNBC
Wall Street Journal - St. Louis Post-Dispatch
all 638 news articles

HBO Laces Up Marketing Gloves For PPV Bout - Multichannel News

Multichannel News

HBO Laces Up Marketing Gloves For PPV Bout
Multichannel News, NY -12 hours ago
“We have an unprecedented marketing effort,” said Arum, adding that “you only can do this level for a mega-event but for these blockbusters this effort is ...

Marketing Webinar to Help Businesses in a Downturn Economy - 42 ... - PR.com (press release)

Marketing Webinar to Help Businesses in a Downturn Economy - 42 ...
PR.com (press release), NY -19 hours ago
Upcoming webinar focuses on practical marketing. Despite the downturn economy, California based marketers Laura Lowell and Jennifer L. Jacobson are ...

Does Your Marketing Measure Up? - CRM Buyer

Does Your Marketing Measure Up?
CRM Buyer -5 hours ago
By Brian Gilbert How do you know if the marketing spending you're doing is getting traction? CEOs need to ask the tough questions of their marketing heads ...

Big Brand Marketing for Small Businesses - PR Web (press release)

Big Brand Marketing for Small Businesses
PR Web (press release), WA -9 hours ago
Album creative studios tailors big brand marketing for small business owners in Orange County. Affordable brand marketing and online marketing are essential ...

Saturday Interview Hoping to Sell the Emotion of Love (and Rings) - New York Times

Saturday Interview Hoping to Sell the Emotion of Love (and Rings)
New York Times, United States -Nov 21, 2008
While these are especially gloomy times for retailers, Mr. Goldberg says his company’s marketing campaign, which focuses on the emotional aspects of its ...

Local retailers counting on regular shoppers, not pricey marketing ... - Beaumont Enterprise

San Diego Union Tribune

Local retailers counting on regular shoppers, not pricey marketing...
Beaumont Enterprise, tx -12 hours ago
Many are opting not to tackle expensive holiday marketing campaigns to boost store traffic during the holidays, and instead said they are relying on regular ...
BLACK FRIDAY GUIDE: ONLINENewsday
Holidays have retailers boxed inMinneapolis Star Tribune
Unhappy holidays ahead?Dubuque Telegraph Herald
all 126 news articles

REGIONAL BUSINESS NEWS: Agridata awarded ... Anchor Marketing ... - Grand Forks Herald

REGIONAL BUSINESS NEWS: Agridata awarded ... Anchor Marketing...
Grand Forks Herald, ND -Nov 21, 2008
Anchor Marketing, Grand Forks, was awarded a 2008 American Graphic Design Award by Graphic Design USA, a national news magazine for graphic designers and ...

Global job losses hit local marketing units - The Australian

Global job losses hit local marketing units
The Australian, Australia -4 hours ago
RETRENCHMENTS in the Australian branches of some US ompanies, combined with staff freezes and cuts, are limiting marketing job opportunities. ...