Referral Marketing – Managing Your Activities

by | Marketing, Professional Services Marketing

Fellow Duct Tape Marketing Coach Joe Dager recently had a nice post about using the marketing hourglass to determine your marketing constraint. In his post, Joe discusses the importance of knowing your conversion rates and what they tell you about the effectiveness of your marketing system.

As I was reading Joe’s post, I was reminded of a lesson from my Sandler Sales Training course:

Never manage your numbers, manage your behavior.

Let’s look at referrals as an example. When we look at it realistically, we don’t have any control over when and where someone gives us a referral. There are lots of activities (behaviors) that we can do to encourage people to send us referrals, but we don’t have any control.

What the Sandler rule above means (at least to me) is that rather than focusing on “getting” 5 referrals this week, I need to focus on activities that will improve my chances of receiving them. These activities may include:

  • asking for referrals
  • providing referrals to others
  • working with customers to send out endorsement letters
  • requesting endorsements on LinkedIn

These are all things that I can control. If I have a system in place to track my behaviors and the results of those behaviors, I will understand the conversion rates that Joe posted about, and I can adjust my behaviors accordingly.

Bill Brelsford

Bill Brelsford

B2B Marketing Copywriter & Consultant

Hi, I’m Bill Brelsford, author of “The Boutique Advantage: How Small Firms Win Big With Better Messaging.”

I’ve worked in professional services since 1990 – first as a CPA, then as a custom software developer, and since 2006 as a marketing consultant specializing in direct marketing and sales enablement copywriting for professional services.

My career path gives me unique insight into B2B sales. I understand what CFOs question (from my accounting background), how complex projects are sold (from software development), and what content actually moves deals forward (from 19+ years helping professional services firms close premium clients).

My copywriting and consulting focuses exclusively on what I call the Core4 Outcomes: increasing authority, generating leads, driving sales, and improving client retention.

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