Are you interested in referrals?

From time to time I have received requests for advice from business owners and private tax clients as a direct result of my existing internet activity. Thus far I have been content to pass on the majority of these enquiries to firms that I know and respect; I no longer have an interest in expanding my remaining small-scale practice.

I suspect that this process will increase in frequency during 2019-20 as I am launching a weekly news-feed targeted at building an opted-in mailing list of business and property owners and high value private client individuals in the UK.

A sprat to catch a mackerel

The news-feed (the sprat) will be in the form of a weekly tax or business development tip that aims to intrigue readers rather than offer advice. As a footnote I will encourage the posting of comments or requests for more information.

These requests will then be made available to firms who are interested in converting the request into a new client appointment.

Would you be interested in accessing the referrals I create?

So that the process does not become a lottery, I intend to build a list of firms that would like to be given access to these requests for advice. Each comment from a potential new client will be directed to a firm where I believe there is a good fit. I will consider location, specialist services offered and other relevant matters.

What sort of new clients are you targeting?

This is probably one of the key questions I need to know, so that I only direct appropriate requests in your direction. No point in offering you a building contractor enquiry if you have no interest in the CIS or the building sector generally.

Send me an email if you are interested

Email bob@landmarkpd.co.uk if this sounds like a project you would like to join. I am prepared to create the enquiries, filter these and direct them to the firm I feel is best placed to offer advice. In the first instance I will simply send you the enquiry without any personal contact information included.

I will be charging a small introducer’s fee when I subsequently release the prospect’s contact details. No other fees are chargeable by Landmark.

I will shortly be building a new page on the Landmark site with full details of how the scheme will work in practice. If you want to get your foot in the door, and at the top of my referrer’s list, email with your initial answers to the following questions:

  1. What sort of clients (client sectors) do you not want to acquire for your practice?
  2. What sort of clients (client sectors) are you targeting at present?
  3. What is your location.
  4. Are you only interested in local approaches or UK wide?

Reply direct to my email address: bob@landmarkpd.co.uk.

 

 

 

 

 

Bob Edwards

Bob has been working with practices across the UK offering novel ways to improve cross-sales and increase new client acquisitions. He is also interested in "step changes" in legislation that offer challenges, and therefore opportunities, for practitioners to provide new recurring and one-off support services to clients.

2 thoughts on “Are you interested in referrals?”

  1. Dear Bob

    I read with interest your email i received the other day.

    I commenced my Practice in 2005, and looking to acquire some additional clients, to whom I would like to help.

    In answering your 4 main questions:

    Current clients of contractors and micro-sized businesses;
    Seeking new clients in the areas: Contractors, Start-ups & micro-sized businesses;
    The areas I currently have clients, and seeking to expand is Guildford & Bournemouth area;
    For contractors UK wide, but for micro-sized businesses local in the area of Bournemouth.

    Reply

Leave a comment

Are you interested in increasing cross-sales and prospect conversions?

FEE BUILDER

Download our Fee Builder “Getting started guide” that will outline our low-cost process for achieving these goals.