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Target and Harvest:

Referrals and Your Marketing Plan

Referrals

Referrals

  • Fears
  • Frustrations
  • Right clients
  • Euphoric moments

Referrals

Profiles

Methods

  • The Referral Ask
  • Preferrals
  • V.I.P.S. Method (Bill Cates)
  • IPA Method
  • Find your script

Examples

Referrals

  • Role Play

Resources

Resources

  • Referral Culture Workbook
  • Preferral Scripts
  • Bill Cates book
  • IPA Method videos

Breakout

Breakout Group Questions

  • What kinds of referral methods have worked well for you?
  • Which of these methods are you planning to try? Why?

Profiles

Katie Rotz,

Digital Marketing Director

MarketingPlan

Profiles

Breakout Questions

  • Which best practices do you want to use next year?
  • What other best practices can you share with the group?

Target and Harvest:

NICHE MARKETING

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jon@dynamicdirections-d2.com

travischaney@dynamicdirections-d2.com

270-663-7264

www.dynamicdirections-d2.com

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