A tracking form to complete monthly to stay on top of your referral opportunities. Keep track of community professional name, contact info, meeting details, and what you plan to do with the follow up campaign.
A spreadsheet to keep track of your referral network. Track business name, personal contact, position, address, website, email, phone number…
Work through and answer the following questions and concepts to create your own list for your law practice budget.
Submitted by ElderCounsel, LLC