Get Referred by Email
Get Referred by Email
As you and your referral source are determining the best way for you to be introduced to your prospect, you might suggest that he introduce you through an email, and cc it to you.
When you see the message has been sent, you can then follow up with the new prospect via email, phone, or both.
To increase the likelihood of this introduction being made, and make it easier for your referrals source, you can email a "suggested" introduction for them to consider. Of course, he can edit this introduction to suit their style.
Below are two introductions you can copy and paste into any file. Adjust them as you see fit and write some more of your own. But before sending them to your referral source replace the advisor's name with your own.
Email Introduction #1
"George - I'm writing to tell you about a financial advisor with whom I've been working. Monica Green has been helping me for about two months and she's done some great work. We had some holes in our plan that I wasn't even aware of. She's creative and quite sharp.
"I've given Monica your phone number and have asked her to give you a call. I don't know if you'll want to work with her or not, but I do recommend you take her call and chat with her for a few minutes. I think you'll agree that she knows her stuff.
"Let me know how it goes."
Email Introduction #2
"George - I've been working with a very sharp financial advisor the past few weeks and I really think you should meet him. Bob Smith is with XYX Financial Network and he's really gotten me on track. Through asking good questions, he found weaknesses in my financial plan that my previous advisor was not aware of - or didn't seem to care about.
"Not only do I think you should take his call, but I think you should sit down with him and get a glimpse into how he works. I think you'll be impressed.
"Either way, let me know how it goes."
(Copyright 2003 by Bill Cates)
Bill Cates, author of "Unlimited Referrals", is America's foremost expert in attracting high-quality clients through referrals. His Unlimited Referrals Marketing System® was featured in Success Magazine, Entrepreneur Magazine, and Selling Power Magazine. He has addressed MDRT twice. For more ideas, or to contact him, visit ReferralCoach .
Get Referred by Email - To learn more about this author, visit Donald F. Pooley's Website.
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A great way to be introduced to a new prospect is through an email that your referral source sends to the prospect.
As you and your referral source are determining the best way for you to be introduced to your prospect, you might suggest that he introduce you through an email, and cc it to you.
When you see the message has been sent, you can then follow up with the new prospect via email, phone, or both.
To increase the likelihood of this introduction being made, and make it easier for your referrals source, you can email a "suggested" introduction for them to consider. Of course, he can edit this introduction to suit their style.
Below are two introductions you can copy and paste into any file. Adjust them as you see fit and write some more of your own. But before sending them to your referral source replace the advisor's name with your own.
Email Introduction #1
"George - I'm writing to tell you about a financial advisor with whom I've been working. Monica Green has been helping me for about two months and she's done some great work. We had some holes in our plan that I wasn't even aware of. She's creative and quite sharp.
"I've given Monica your phone number and have asked her to give you a call. I don't know if you'll want to work with her or not, but I do recommend you take her call and chat with her for a few minutes. I think you'll agree that she knows her stuff.
"Let me know how it goes."
Email Introduction #2
"George - I've been working with a very sharp financial advisor the past few weeks and I really think you should meet him. Bob Smith is with XYX Financial Network and he's really gotten me on track. Through asking good questions, he found weaknesses in my financial plan that my previous advisor was not aware of - or didn't seem to care about.
"Not only do I think you should take his call, but I think you should sit down with him and get a glimpse into how he works. I think you'll be impressed.
"Either way, let me know how it goes."
(Copyright 2003 by Bill Cates)
Bill Cates, author of "Unlimited Referrals", is America's foremost expert in attracting high-quality clients through referrals. His Unlimited Referrals Marketing System® was featured in Success Magazine, Entrepreneur Magazine, and Selling Power Magazine. He has addressed MDRT twice. For more ideas, or to contact him, visit ReferralCoach .
Get Referred by Email - To learn more about this author, visit Donald F. Pooley's Website.
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