MORE AND BETTER REFERRALS

Improve the quantity and quality of referrals you generate from your own clients and professional relationships to increase your origination results.

We believe in the power of referrals for business development.

It is more cost-effective than marketing.

Resources invested in referral efforts have higher yields than resources invested in marketing.

Referral strategy is in perpetuity. Marketing ceases to yield results when the budget is pulled.

The busier the person is, the more they benefit from using their limited time more effectively on referrals.

WHY HIRE US?

assessment

Assess your current skills, goals, concerns, action plans, tools, systems, training, tracking, and accountability in terms of generating referrals for your business.

Written Business Development Plan

Write a plan that will cover the strengths that you have, vision to achieve, mistakes to address, and actions to take for you to grow your business through referrals. 

Database or CRM System

Build a database or CRM to prioritize and categorize your prospects, current clients, past clients, and professional relationships. 

Customized Training

Develop a customized training curriculum, including train-the-trainer programs, so your team can become more effective at generating more and higher-quality referrals. 

Robust List of Questions

Build a customized list of open-ended, contextual questions to ask your best referral sources in a logical progression. 

Written Referral Stories of Success

Write referral stories to overcome the hesitancy, perception of risk, complacency, and reluctance of referral sources to motivate and justify their referrals to you. 

Professionally Moderated Events

Host your own virtual event so you can connect with business owners and professionals and use the event itself as a tool to generate referrals.

Zoom Introducing Professionals

Facilitate video conferences to motivate your best referral sources while introducing them to each other.

Track Referral Activity and Results

Track key referral activities and quantify results in order to see progress, identify gaps, and provide accountability.

WHAT OUR CLIENTS SAY

“The Referral Navigator helps year after year to use referral relationships to hire new attorneys and Jeff navigates the best course.”

Mark

Managing Partner,
Personal Injury Firm

“I was always a natural rainmaker but failed in delegation. The Referral Navigator helped me grow my team and have a business-owner mindset.”

Stewart​

Labor and Employment Lawyer and Firm Owner​

“An hour of focus on business development planning every week makes us better rainmakers”

Charlie​

Board Certified Aviation Attorney and Firm Owner​