Tracking your referrals and introducers

Do you know who refers work to you?

Referrals can be one of the most powerful sources of business for SMEs, but do you know who’s referring work your way? Do you have a system in place to track them and monitor your referrals? If not, we have some top tips for you.

Looking to improve your business development strategy?

Referrals can be one of the most powerful sources of business for SMEs, but do you know who’s referring work your way?

Do you have a system in place to track them and monitor your referrals? If not, we have some top tips for you.

1. Track your referral sources

The first step is to identify who is referring you work and capture key data over time. You don’t need an advanced CRM to start this process.

You can start recording it in a simple spreadsheet including key fields like the referrer’s name, company, contact details, and the outcome of the referral.

2. Identify and prioritise key relationships

Once you know where your work is coming from, consider how you can recognise the support they deliver to your business.

Can you refer work to them, send them a simple thank you or support their business by sharing useful content such as how to guides?

3. Nurture those relationships

Keep them updated on your progress and share valuable insights or content with them. Are they on your email marketing list? Are you connected to them on LinkedIn?

There are lots of simple and quick wins to ensure you maintain a positive relationship with key individuals.