1. Positioning & Messaging
Objective: Position yourself as a proactive, connected accountant who brings not just financial insight—but valuable business introductions.
Core Messaging:
- “We don’t just do your numbers—we grow your business through trusted referrals.
- “Work with us and gain access to a network of reliable professionals.”
- “We’re part of a business community that gives first—and grows together.”
Tactic:
- Update LinkedIn, website, and email signature to reflect this positioning.
- Include a link to your Referron vCard with a line like: “Want to connect or refer someone to me? Tap here.”
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2. Referron Setup & Onboarding
Objective: Get Referron installed, optimized, and ready to support your networking and client referral growth.
Actions:
- Download Referron and complete your profile with a strong call-to-action and services.
- Upload your business card and create pre-written intro blurbs clients can use.
- Add 20+ existing clients and trusted business contacts to your connections list.
KPI:
- Referron setup complete
- 20+ contacts connected in Referron within 14 days
- 1 referral made via Referron per week
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3. Building a Referral Flywheel
Objective: Turn happy clients and business contacts into active brand advocates.
Actions:
- Identify top 20 clients who trust you → ask them: “Would you be open to referring me to one person you trust?”
- After tax meetings or advisory sessions, ask: “Do you know someone else who could use a proactive accountant like us?”
- Use Referron to send or receive introductions instantly—showing clients how easy it is.
Use Cases to Promote:
- “Here’s how I helped a tradie save $22k in tax last year—know anyone like that?”
- “I just introduced a great bookkeeper to a client on Referron—happy to do the same for you.”
KPI:
- 4+ referrals received/month
- 2+ referrals sent/month
- Referral-to-lead conversion rate ≥ 40%
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4. Community & Strategic Partner Building
Objective: Build a web of professional allies (brokers, lawyers, planners) who refer consistently.
Actions:
- Invite 5–10 alliance partners (e.g. mortgage brokers, solicitors) to download Referron and exchange vCards.
- Set monthly 1-on-1s to explore how you can refer business to one another.
- Host a quarterly “Referral Lunch & Learn” (virtual or in-person) with 3–5 partners.
- Share client stories to build trust and prove value.
Messaging:
- “Let’s make it easy to refer each other with Referron.”
- “It takes 10 seconds to connect me with a client—you’ll look good, and I’ll take care of them.”
KPI
- 5+ new strategic partners on Referron in 30 days
- 1 referral per partner per month
- 2+ new leads from partners/month
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5. Client Loyalty & Advocacy Campaign
Objective: Turn your best clients into champions who bring you more business.
Actions:
- Identify your Top 10 Promoters (via NPS or relationship)
- Create a simple client referral reward (e.g., movie tickets, donation in their name, or just public recognition
- After every successful outcome (e.g., refund or tax-saving strategy), say: “If this was helpful, I’d love a quick intro to someone else you care about. Here’s my Referron link.”
KPI:
- 10+ client referrals/month
- At least 5 reviews/testimonials posted in 30 days
- Retention rate > 90% YoY
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6. Metrics & Monthly Review
Objective: Review performance and keep accountability.
Dashboard KPIs (Monthly):
The Multiplier Effect
Why this works:
When accountants position themselves as referral enablers, they:
• Stay top-of-mind
• Create reciprocity
• Tap into exponential network effects
Referron makes that whole process trackable, scalable, and effortless—making referrals not just random luck, but part of your business development engine.
