“My Referral Tree of Life”
I track everything having to do with my business, most importantly, where all my referrals come from. I have set up an Excel spread sheet, if someone is referred they are referred by someone and most likely I already have them in my system, if I don’t I start out with a new name. Some individuals have a lot of branches, that have other branches and so on. So, why did I set up this kind of system?
Here is how it works, when I get a new referral in, I find out who referred them. I will then add this person to the tree branch and as quickly as I can, I call the person and thank them for the referral, I will then call the person who referred that person and so on. Each person knows, that I have not forgotten them and reminds them what business I am in. The response is always the same, “Wow, we always have you on our minds”.
I have found there is no better way to stay connected to your referral base. Do you have a system that keeps you connected to your past referrals?
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