Get the Most Out of Your Referral Partnerships – Your Weekly Check-in Agenda

Do you have a process in place that makes opportunities happen? What are you doing with your referral partners? Are you making the most out of your time together? Let’s have a look at what you’re doing and how you can improve and get the most from your partnerships.

The Purpose of your Weekly Catch-up

To keep the partnership strong and valuable, you’ll need to have a quick 10-15 minute catch up every week or two (max). Doing so keeps you front of mind with each other and allows you to be continually strategising and getting each other more referrals.

Always remember the purpose of the catch-up call. The reason for the catch-up is to stay front of mind, to strategise on how to get more connections for one another, talk about how to open doors, to get more exposure to a new and wider audience, how to share networks you both already have, and how to find the right types of people. This may seem like a lot but it doesn’t have to be long; the process is short and simple.

Your Referral Partner Agenda

1.    Goal Setting – Each of you discuss your goal for the week.

2.    Connections – Who do you want to be connected to that week?

3.    Helping – Each of you ask, ‘What are 3 things I can do for you?’

The next meeting, Do an accountability check and simply follow up on those 3 agenda items  Then, cover the same 3 things again for the next week. Just keep it going. It’s that simple.

There’s no point in the relationship if you’re not helping each other. So ask yourself whether you’re taking the right steps and having the right type of contact and communication with your referral partners.

If not, set a goal this week to work on it. Start with 1 referral partner and then work your way up. Your goal should be to have around 6 strong referral partners who you have a good, ongoing relationship with.