Ultimately, we have created this Referral and Retention Growth Blueprint to help professionals and entrepreneurs grow their business.
Finance Broker Case Study:
Over the last 6 months, we have created a program that uses an innovative platform that has exploded our results, here is one simple example:
“After settling a loan for a caravan for Sue and Bruce, our processor sent a thank you gift to them as their lifetime reward membership.
Later in the week, Sue contacted us to say she had activated their membership and was pleasantly surprised at what they had received and asked could we send the same membership to her daughter who was getting married in July this year.
We sent out 4 memberships to Sue to pass on and received a call from all her referrals asking to be registered as well.
Whilst setting up two of her friends with their memberships (which we also were able to add to our CRM and database for marketing in the future) one of the clients enquired about comparing her home loan.
We not only received a new home loan client but also in the process of refinancing 2 car loans and another consolidation debt for another referral just from this one client. Which was worth a return of $10,000.”
Book a time to see if you qualify.
We look forward to meeting up with you via Zoom for an initial brainstorm session to learn about your business to see if there is a fit to work together.