Don't Miss The Boat

Package Details

DMTB‘Don’t Miss The Boat!’ is a referral event campaign that will dramatically produce referrals for you and fun for your clients.  If you’ve ever done a client appreciation event, the ‘Don’t Miss the Boat’ event is similar in concept.  The difference is that the only people that are invited to a Don’t Miss the Boat event are clients that have referred others to your firm.  When discussing the event, you’re giving your clients an immediate reason to refer business to you.  We’ve never seen this event be anything but successful.

This package will provide you with a selection of tools that will help you promote your own Don’t Miss the Boat event.  

 

PACKAGE INCLUDES:     

  • Script to Introduce the Event to Your Clients   (Getting the referral without asking)
  • Event Timeline and Checklist
  • Program Intro Letter
  • Referral Request Form
  • Event Invitation
  • Confirmation Letter Requesting RSVP
  • Event Follow-Up Letter
  • Event Ideas

 

A company in Sun City, FL generated 90 referrals from this event.  An advisor in Detroit, MI received 40 referrals.  A business exec in Palm Harbor, FL generated 33 referrals. Are you getting enough referrals?

 

 

$59.00 Downloadable Digital Package

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