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Referral Program Sample Referral Text

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[av_heading tag=’h3′ padding=’10’ heading=’Sample Language for Referrals‘ color=’custom-color-heading’ style=’blockquote modern-quote modern-centered’ custom_font=’#000000′ size=’30’ subheading_active=” subheading_size=’15’ custom_class=’title-font’ admin_preview_bg=” av-desktop-hide=” av-medium-hide=” av-small-hide=” av-mini-hide=” av-medium-font-size-title=” av-small-font-size-title=” av-mini-font-size-title=’25’ av-medium-font-size=” av-small-font-size=” av-mini-font-size=” margin=”][/av_heading]

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We want to make this easy on you, so here is some sample language you can use to communicate with prospects.  Make it your own!  The main idea is to convey the value you have received from HTM.
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If you have already spoken to the prospect about HTM:
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Dear _____________,

I hope you are doing well!  I know we have spoken about How to Manage a Small Law Firm in the past and how it has helped me _____________________ [grow my Firm, achieve better work-life balance, become a happier lawyer, etc. This is the most important part of the email and should come from YOUR unique experience and share as much as you feel comfortable sharing/is appropriate to share with this person].  I just found out that they have some programs starting up again this month and I really feel you and your firm would benefit from these.

If you are interested in learning more, now is the time as I’ve heard that spaces are filling up very fast.  I am copying Marisa Portuondo in this email.  She is a former member of HTM and was so impressed by their programs that she is now working with them as a Team Member.  If you are interested in jumping on a quick call with her, she can get you started on learning more about HTM and whether or not the program is a good fit for you and your firm.  I leave you in good hands, let me know how it goes!

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If you have NOT spoken to the prospect about HTM:
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Dear _____________,

Happy New Year! I wanted to reach out to share a resource with you that has completely changed my firm and my life.

I’m talking about How to Manage a Small Law Firm. I became a member in __ and it has really helped me _____________________ [grow my Firm, achieve better work-life balance, become a happier lawyer, etc. This is the most important part of the email and should come from YOUR unique experience and share as much as you feel comfortable sharing/is appropriate to share with this person]. I believe in paying it forward so I am sharing this with you because I truly feel that you and your firm would benefit from the programs they offer. My life has completely changed as a result of working with HTM.

If you are interested in learning more, now is a great time as there are programs starting very soon and spaces fill up fast! I am copying Marisa Portuondo in this email. She is a former member of HTM and was so impressed with their programs, she is now working with them as a Team Member. If you are interested in jumping on a quick call with her, she can get you started on learning more about HTM and whether or not the program is a good fit for you and your firm. I leave you in good hands, let me know how it goes!

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Text is only recommended if you have spoken to your prospect about HTM before. If you haven’t, you should pick up the phone and make a GAS Call (sample script below) to this law firm owner who is also a potential referral source – get double the benefit!
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Hey ______, hope you’re doing well! I know we’ve spoken about How to Manage a Small Law Firm in the past. They were a huge factor in the growth I’ve experienced and the support I received during the pandemic allowed me to continue to grow even during quarantine! They have some programs starting again this month, so let me know if you are interested in an introduction so you can learn more. I really think your firm could benefit in the same way mine has.

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Get twice the bang for your buck by making a GAS call to a fellow law firm owner (aka referral/potential referral source).
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If They Are Already Referral Sources:
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  • Thank them for being great referral sources
  • Make sure you are doing your part to be a good referral source to them
  • What’s up with business, what’s new?
  • How can I send you more referrals?
  • Keep the focus on how to send them business
  • Bring up how business has been going (asking if/how pandemic has affected them is a great way to lead into this)
  • Mention how HTM has helped your firm thrive during COVID or anything else you have to say about how HTM has helped you
  • Offer to make an introduction because you feel they would also benefit from HTM

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If You Haven’t Developed Referral Source Relationship Yet:
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  • What’s up with business, what’s new?
  • Who is your ideal client? How can I send you referrals?
  • Keep the focus on how to send them business
  • Bring up how business has been going (asking if/how pandemic has affected them is a great way to lead into this)
  • Mention how HTM has helped your firm thrive during COVID or anything else you have to say about how HTM has helped you
  • Offer to make an introduction because you feel they would also benefit from HTM

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In case you missed the December 23, 2020 webinar “How To Make Sure You’re Getting At Least $10 for Every $1 You Spend on Marketing and How to Not Flush Your Marketing Money Down The Toilet” put on by RJon, Guy, and Eric, here is a replay:
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