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Referral Partner Prospects
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These are the referral partners I'm chasing:
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Here is what to do when they are added to 100 days column:
A's, B's and C's:
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1. Call/text every Friday before noon letting them know your avaialibility
A: Partner that send over 4 deals per year
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2. Have a lunch and learn evey month
B: Partner that sends 2-4 deals per year
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3. Host a happy hour every month on the same day from 5-7pm (if possible)
C: Partner that sends 0-2 deals per year
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4. Have a partnership planning meeting every 4-6 weeks
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5. Value add resources from time to time (book etc)
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A,B, CType FA,R,A,B/CUNamePhone #EmailCompanyInfluencerMarketing Call 8X8 #1Marketing Call 8X8 #2Marketing Call 8X8 #3 Email them and LMMarketing Call 8X8 #4Marketing Call 8X8 #5Marketing Call 8X8 #6 Email them and LMMarketing Call 8X8 #7Marketing Call 8X8 #8 Refer cc Influencer Exploratory Call Date CompletedSolutions Meeting Date Completed100 Day Engagement Sequence Date Started 6 Week Business Meeting Check in DateReferralsFundings
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