How Do Referral Relationships Work?

I Love Bookkeeping

Does your business need a referral partner? Should you even be building referral relationships with other bookkeepers in your space? Co-hosts Hannah Robinson and Melissa Honan share their thoughts on why and how you can build mutually-beneficial referral relationships with other service providers in your space.

• Melissa starts off by explaining who an official referral partner is and why you need a signed document that clearly states what you'll both get from the relationship.
• Melissa describes the types of referral partners she has in the painting sphere. She also reveals her process of identifying potential partners and the best places to find them.
• When asked about her social media marketing strategy, Hannah explains how she primarily focuses on potential buyers and not people who are only interested in her content.
• Melissa reveals how she landed their biggest referral partner and how they've benefited from the relationship so far.
• Hannah discusses easy-to-implement ideas on overcoming the fear of reaching out to potential referral partners, especially if you're an introvert.
• Hannah asks Melissa how she's effortlessly able to manage all her many referral partners without feeling overwhelmed.
• Melissa shares how long it took before she could master the art of time blocking.
• Melissa talks about the struggles of building a referral relationship and the amount of work it takes to maintain a mutually beneficial one.
• Hannah and Melissa explain the benefits of forming referral relationships with other bookkeepers in their space.

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