referral marketing
relationships that generate referrals and increase revenue
We believe that marketing should be about growing relationships before it’s ever about generating revenue. Zig Ziglar said it best….
“You can have everything in life you want, if you will just help other people get what they want.”
Banking on Zig’s words, we’ve created a tried and true process around intentional touches for your best referral sources. What are referral sources?
People who know who you are, how you help others, know how to send people you way, and are willing to do so. These people can include your best existing customers or clients, parallel service providers, collaborators and partnerships, as well as other networking connections and relationships.
Referrals are the most quality lead you can receive. Lots of studies show that someone referred to a service provider is more likely to purchase or engage that service provider…. way more than just hearing an ad or seeing a social media post. So, if these referrals are so important, doesn’t it stand to prove that a strategy in keeping and growing these relationships is money best spent? You bet! And with our techniques and strategies, you are sure to see a return.
3RMethod™ - $800/ mo*
Welcome to the 3RMethod™ - where we partner with you to grow your business in 3 specific ways: Relationships, Referrals & Revenue.
This specific formula was developed to create a more helpful way to market your services, rather than be full of hype. With that philosophy in mind, the 3RMethod™ was developed to deliver value to a select group of people who are most likely to send business your way. These people are referral sources and require a specialized and unique approach in order to cultivate a relationship that will then generate referrals that will then grow your revenue.
Make your word-of-mouth business more intentional with a custom-created strategy to connect with your top clients, contacts and referral partners.
Touch points can be digital, mailed, as well as in-person. This service can include client event planning, holiday/birthday card sending, and quarterly gifting.
Includes touch-point tracking, creative ideas, one-of-a-kind design and custom creation all suited to your brand. Items can be ready to ship or prepped for delivery. Materials and assembly provided as needed. Some additional supply costs may apply, but always disclosed up front. *This service requires an annual commitment.
Connect & Grow System™ - $900/ one-time
Who doesn’t love a gift, a surprise, or something that communicates…. “Hey! I was thinking of you!”
That’s exactly what our popby planning does! And while it communicates joy and thoughtfulness, it also keeps you in front of those that support and help your business grow. Maybe you’ve done the whole “gift-giving” thing at the holidays. Any maybe you did it to spread some holiday cheer, but didn’t get any business from the time spent playing “Santa.” That’s okay… you just needed a key element and that was a plan. That’s where we come in!
We’re talking more than just a box of cookies, we’re talking about cookies combined with strategy, planning, and follow through…. that then turns into business.
Connect & Grow System™
Welcome to the Connect & Grow System™ - where we partner with you to grow your business through thoughtful, intentional in-person connections built around gift-giving and simple popbys. What’s a popby? It’s just what it sounds like… a simple drop in to a person’s office, place of business or home to say ‘hello’ and to leave an item of value, gift or something thoughtful.
Leave a lasting impression and cultivate relationships that generate the best referrals with a gift or pop-by. This service includes our creative ideas, one-of-a-kind design and custom creation all suited to your brand. Items can be ready to ship or prepped for you to deliver. Some additional supply costs may apply, but always disclosed up front.
custom services - $125/ hr
Don’t see what you need here... Let us know what you’re looking for and we’ll custom quote it! While this price sheet lists some of our most popular services, sometimes there’s that unicorn need we couldn’t see coming. So just ask us! We’ll tell you for sure if it’s something we can help with or we’ll point you to the best person for the job. We have lots of great industry connections and contacts.
all the perks…
No matter what services are right for you, each of our clients receive these added bonuses… we call them the “perks” of doing business with us! Scroll down to see perks that apply to your specific service.
Pick what you need, when you need it
Because we don’t force you into a contracted plan, you can get the services you need that fit your budget. Our ala carte purchase options let your dollars go to work where it matters most. Our services are always “by request.”
it’s okay... we can break up
Most of our services are offered month-to-month with no long-term contracts. That means you can add more services as you need them, dump the services you don’t need at the moment, or cancel your services entirely. All we ask is for a little heads up. You’re not locked in and there’s no penalty.
the line is always open
We pride ourselves on collaboration and utilize a client portal for our team and yours to stay in touch at all times.
something for every budget
We work with a “good,” “better,” “best” mentality. Whether it’s engaging our coaching and consulting services, opting into services that take things off your plate, or choosing to outsource your entire marketing to our team... we can accommodate your budget. And we’ll tell you what we think are your good, better, and best options.
we’ve got your back
Don’t have content to share? Fresh out of ideas? No worries! We can make suggestions as well as custom curate content for all your marketing projects from social media content to website copy... we’ve got your back. We adapt to your voice and your brand with step-by-step processes you can trust. We’re the icing on top that makes you all the better.
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Quarterly Approach
Each quarter we strategically plan custom touches for your referral sources. Each quarter includes an online touchpoint, an in-print touchpoint and an in-person touchpoint. These touchpoints may look like:
a special VIP online experience, webinar or download bonus.
a handwritten note, a birthday card or a printed item of value they can use
an in-person visit that includes a simple gift, an invite to lunch, or an invite to an event you’re hosting just for them.
These are just a few examples of what we use as touchpoints for our clients. The best part about these touchpoints is that we partner with you to ensure they are planned and executed on time and efficiently. We do the heavy lifting to create what’s needed for that touchpoint. You get to receive all the applause and look like a rockstar! We keep record of who got what and any notes or results from the touchpoint and use all of that data to help us in the future.
Active Referrals
A simple “thank you” goes a long with most folks. We stand at the ready to offer such “thanks” on your behalf for referrals received from your valued sources. We agree on a standard “thank you” process and protocol and roll out the gratitude when a referral comes in. We’ll also keep your referral source updated as your services progress with the person who was referred and send more gratitude when the “deal” is completed.
Referral Tracking
Referrals feel all warm and fuzzy but there’s more to it than just feeling good. Data points mean everything when determining what business has come from where and from who. That’s why we keep detailed notes and records on not only who’s on your referrals source list but also who they refer and what revenue that meant for you. Quarterly reports are sent your way so you can see the result for yourself. We’ll use this timeline to also look at who’s on the list and if any changes should be made.
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Planned Approach
For each connection, we want to be sure the plan is intentional and that begins with picking the right “thing” to take along. Maybe it’s something yummy, maybe it’s seasonal, maybe it’s timely or maybe it’s something fun and unique. Whatever it is, we want to pick it, package it and plan it with a marketing mindset that allows you to get the greatest return and the best reception upon delivery. We work with you to put your delivery plan in place and work inside that timeline.
Custom Created Items
Your audience gets the best… unique, custom items created to represent you, your brand and your message. So that means we dust off our crafty and creative hats to build, assemble, package, decorate gifts, items and more for your deliveries. Coming up with creative concepts is some of what we love to do most! We’ll work with your budget as well as your expectations to deliver items that standout and get rave reviews.
Referral Tracking
Referrals feel all warm and fuzzy but there’s more to it than just feeling good. Data points mean everything when determining what business has come from where and from who. That’s why we keep detailed notes and records on not only who’s on your referrals source list but also who they refer and what revenue that meant for you. Quarterly reports are sent your way so you can see the result for yourself. We’ll use this timeline to also look at who’s on the list and if any changes should be made.
Check out some of our work
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