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New Client Outreach – Warm Referrals
Warm referrals are leads that come to you via past or current clients. By referring their colleague, family or friend they’ve already done the hard work of positioning you as an expert. In this SOP, you’ll learn how to outreach for referrals then eventually convert them onto a care plan.
For Google Docs, make a copy to your Google folder so you can edit:
- Connecting with the Referral
- Referral Sales Page
- Website Evaluation - SOW
- Website Evaluation Email Sequence
- Convert to Care Plan Email Sequence
For this Google Sheet, make a copy then export as an xls. As an xls you can then import it into your PM like Teamwork Projects:
For Airtable, click to DUPLICATE BASE to your own Airtable account. DO NOT edit the template. Click here for how you duplicate a base.