Referral Marketing Audit Name* First Last Company Name* Website* Email* Phone*Your Zip CodeFor demographics What is your primary product or service?Do you sell primarily to: Other Businesses Non-profits Government Consumers Are you Business Owner C-Level Executive Marketing Director Sales Professional What percentage of your business is generated from referrals?Please enter a number from 0 to 100.How do you track the referrals you receive and the referrals you give? CRM Excel/Spreadsheet 3x5 Cards I don't have a system What is the name of your CRM?Some examples: Zoho, Salesforce, Pipedrive, ACT What are the top 3 professions that regularly refer business to you?Click the plus sign to add more professions. What are the top 3 professions that regularly refer business to?Click the plus sign to add more professions. How frequently do you give referrals? Daily Weekly Monthly Quarterly Rarely Never How do you educate your referral partners about the type of customers you are looking for (mark all that apply)? Reverse Introduction Process Dcoument I don't (I just hope) Other: When working with a new client, do you talk about referrals: (mark as many that apply): In the first meeting throughout the sales process after you have closed the sale and delivered your product or service not at all I want to make changes in our referral marketing in the next year because (Check those that apply.) We want to increase sales We want to take a systematic approach to referrals We want to introduce a new product or service to the market We want to enter a new market None of the above Insert Content Template or Symbol Select Columns LayoutCheck Out Our Customer Reviews Select Columns Layout Select Columns Layout Select Columns Layout « Previous PostNext Post »
