Be the Referral Partner of Choice

November 12, 2010 06:46 PM Comment(s) By Tom Bixby

Do you want to be the referral partner of choice for other consultants or business advisors in your market? My personal experience tells me that people look to establish mutually beneficial referral relationships, and will focus their efforts on passing referrals to people who they believe are best equipped to return the favor.

How do you become the referral partner who is recognized as best-equipped to identify well-qualified opportunities for professionals who send referrals to you? How can you absolutely convince those professionals that you are capable of uncovering truly relevant issues and needs of the businesses they send you even if you don't possess any competence in their area of specialization?

I met with an experienced business coach recently who works to make sure his referral sources are aware that he uses EvaluSys management diagnostics with his prospective clients. When he receives a referral from them, he will make sure that prospect completes the diagnostic in their area of management and will introduce them to that prospect as a trusted resource to help them understand and address any issues discovered. EvaluSys gives him the edge he needs to earn the confidence of the current and future strategic partners, and be that "referral partner of choice".

Do you have to be a business coach or consulting generalist to use EvaluSys with prospective clients? It certainly doesn't hurt, but is isn't at all necessary. If you advise clients exclusively in one or two management areas, you can lead with those diagnostic modules, then follow with other diagnostics as a way to help those businesses reveal a broad spectrum of management issues. All you need to do to build those strong referral relationships is to encourage the completion of all diagnostics and make the referral when diagnostic results reveal important client needs.

For more information about using EvaluSys to be the "referral partner of choice" in your market, contact us to arrange a consultation.

Tom Bixby

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