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SOP: Referral Partner Relationship Nurture
How to nurture referral relationships with consistent touchpoints that keep you top-of-mind without being pushy.
What's Inside
- Bi-weekly follow-up cadence framework
- Personalized touchpoint ideas and triggers
- Referral filtering email template (quarterly update)
- Decision trees: when to email vs. call vs. visit
- CRM tracking (minimum viable — no software required)
- Value reciprocation approaches
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