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Connect with your referral advocates at least six times during the year

If you want to maintain a referral mindset with your advocate referral clients then you need to keep in touch with them at least once every couple of months. By keeping them engaged with meaningful communications, they’ll think less about price and more about the value you bring.

Whatever you do, make sure that the contact is welcomed and that the information you supply is relevant and valuable to them.

Some ideas if you need them

  • Added value-emails,
  • Postcards,
  • Envelope stickers,
  • Christmas/holiday cards,
  • Text messages,
  • Surveys,
  • Handwritten thank you cards,
  • Webinars,
  • Seminars,
  • Networking events,
  • Invitations to events you've sponsored,
  • Local community events,
  • Your referral of their business,
  • Google reviews,
  • Monthly newsletters offering useful guidance, ideas and other tips...


Seven benefits from just one of these touchpoints - the Christmas card

  1. They act as another meaningful touchpoint with clients
  2. They help you to re-engage with clients who you haven’t been in touch with for a while
  3. They help you to build the relationship
  4. They will be opened, kept and shared
  5. They have a substantial impact on client retention
  6. They nudge clients into giving you a referral
  7. Their ROI is substantial