Build a Tiered Referral List

Service Description

This package includes: • Onboarding Call - This 60-minute onboarding call will be to discuss what information will be needed, what data exists, what data does not exist, and the goals of building a tiered referral list to set clear expectations and needs. • Building Tier 1 - This session will be 1x1 consulting in-person or virtually to build your Tier 1 referral list. • Building Tier 2 - This session will be 1x1 consulting in-person or virtually to build your Tier 2 referral list. • Building Tier 3 - This session will be 1x1 consulting in-person or virtually to build your Tier 3 referral list. • Next or Final Steps Call - This 60-minute session will discuss what the next steps will be to use the tiered referral list. Specifically, how much time can be dedicated to business development efforts using this list, what budget parameters can be considered, what can be automated, and who can help achieve these efforts.