Building referrals is at the heart of the Expert Collaborative and this checklist is your starting point.
Are you looking for:
Exactly what to do before giving a referral
How to make introductions that convert
A simple routine to keep referrals flowing both ways
How to handle a referral to build instant trust
How to position yourself so the right people refer you consistently
Referral clients are more aligned, more loyal, and easier to work with - yet most professionals leave referrals to chance.
This checklist changes that.
The Expert Collaborative is a strategic alliance referral network for business and property services professionals. Founded by Adrienne McLean, each monthly Power Lunch is designed for making meaningful connections, working through real business challenges, and creating referral opportunities that benefit everyone involved.
Download our free Referral Checklist to get started — and discover how giving and receiving referrals as a professional can transform your client pipeline.