unleash the power of referrals
DESCRIPTION
These are the slides from a webinar for accountants run by AVNTRANSCRIPT
Welcome• We’re due to start at 10.20• Make sure your speakers are turned on, your
volume is up and you haven’t accidentally muted the webinar
• Grab a pen and paper
Unleash the power of referrals
Mark Wickersham FCA
Agenda
• The power of referrals
• The 7 basics you must have in place
• A systemised approach…
• … 6 great referral systems
• The big thing…
• … your £10,000 marketing budget
Are referrals the most effective way of getting new clients?• The most effective• One of the most effective• Not one of the most effective
How many written referral systems do you have?• None• 1 – 2• 2 – 4• 5+ How many of those referral systems do you regularly use?• None• 1 – 2• 2 – 4• 5+
The power of referrals
The 7 basics
1. Do a great job!
2. Identify who to ask
3. Pre-qualify clients first
4. Ask
5. Reward the act of referring
6. Thank them
7. Make it tangible
Are you happy?
Who else do you know that… ?
Systems we’ve looked at so far…
• Feedback
• Agenda
• Basis of our relationship
• Trade referrals for price concessions
• Unlimited referrals
• Following up a referral request
Have you enjoyed this powerfulInformation so far?
Let me tell you how to take it to the next level…
Normally sold for £195 + VAT
Just £145 +
VAT if you order today
• 13 resource packs
• 13 resource packs
• Access to the members-only website
• Telephone support from the AVN team
• Training
• Big discounts
• Unlimited access to the 4P team
No ongoing commitment
The entire programme is available for a small monthly investment…
… just £190 + VAT per month
The entire programme is available for a small monthly investment…
… just £190 + VAT per month
Time-limited special offer
Just £95 +
VAT per month
If you are (or become) a 4P member, you will get access to:
• a recording of this webinar so you can revisit it again
• the PowerPoint slides
• all the systems shown in this webinar
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Unleash the power of referrals
Mark Wickersham FCA