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Topics covered: Lean, Six Sigma, Theory of Constraints, Design Thinking, Service Design, Agile

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Mar
05

Referral Process Explained – Step 3

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Step 3 = Your Core Referral Message

Service, Product, Retail, Construction, Professional services, Employee, and Volunteer … it doesn’t matter. A referral system should include 7 basic steps that helps you identify and succeed in ways you never imagined. The principles are outlined in a 7-step process that we will communicate this week in leading up to Referral Week. It is the basic understanding on how to apply the Referral Flood program to Your Business or Organization.

Step #3 – Create and communicate your core referral message – your referrer must be able to easily explain the value you bring to anyone who they refer. “Business901 implements marketing systems.”  Now, how do you go about defining your core referral message. Is it different than your typical core message?

Referral Venn  

Your Referral Message must be very concise to your Target Referral Market. If not the effectiveness of your message will be greatly reduced and may even be non-existent. You must develop a message that has the ability to be transferred effectively and rapidly cross the network, much like the game of telephone that played as a child. If your message has to repeated: Short, concise and to the point is important. Where a core marketing message may solicit a "How do you do that?" A core referral message should solicit: Can they do this or a What do they do? More about the answers later.

Looking at my Referral Venn diagram, look at the overlapping of circles. You must envision what core message you want to express to each particular group. The trade organizations you belong to may not have any interest or similarities to the message that you are sending to you vendors. Or it may be the exact message same message you send to each. Why would this matter? By organizing your referral clients according to core message you can start build a referral funnel for each perspective group and see what message and material will be similar to each one. Many companies will develop a referral program without integration and/or try sending the same message out to all. Customizing the program to each sector will make it work but by integrating the process, you will be able to manage it and develop it to its fullest extent.

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