Referral Follow-Up Suggestions
When Added to the “New Client” Category for B2B Partners like real estate agents, financial advisors, accountants, etc.
Day 1:
Mail a handwritten thank-you, postcard, or gift to express gratitude for their referral. Use our postcard gratitude templates in your marketing suite.
Leave a positive review on their business page to highlight their professionalism and partnership.
Day 5:
Call to personally thank them and share how much you look forward to working with them.
Mention the review and, if appropriate, the thank-you gift. Ask for their permission to add them to your weekly market update or monthly newsletter to keep them informed.
Day 10:
Reach out to share value-added opportunities for their business, such as:
Co-branded marketing materials.
Market data insights.
Client engagement tips.
Upcoming Events: Continuing Education (CE), client appreciation, or other business building workshops.
Day 30-60:
Send a small token of appreciation, such as a coffee gift card or a personalized thank-you gift, to nurture the relationship further.
Offer to meet for coffee or lunch to discuss how you can collaborate more effectively and add value to their business.
Day 90:
If no additional referrals have been received, have a candid and positive conversation to understand how you can better support them.
Example: "I truly value working with you and wanted to check in. Is there anything I can do to make it easier for us to collaborate or to better serve your clients?"
Key Tips:
Celebrate Their Role: Consistently recognize and highlight their contribution to a successful client experience.
Add Value: Provide tools, resources, and ideas that help grow their business and enhance their client relationships.
Stay Consistent: Maintain regular, meaningful touchpoints to keep the relationship strong and productive.
Build Partnership: Use each interaction to strengthen trust and deepen collaboration for long-term success.