Friday, October 3, 2008

Keep a careful log of your referral sources

You want to be the first person who comes to mind when accountants, bankers, attorneys, VCs and others are ready to refer. To ensure that you are properly tending to your relationships, keep a database. Stay on the alert to meet individuals who have quality clients, high visibility and a successful practice--add them to your database.

As you meet new referral sources, hone in on those who share your quality approach to life as well as those who focus on specific industries (such as technology or medical devices).

From your continuously growing database, create a short list of your treasured referral sources and place the list where you will see it every day. Turn to your general database (long list) and short list when you need something, whether it is an introduction to a potential client or a golf buddy.

No comments: