Referrer management – Grading, Research, Discipline, Storytelling and Leveraging your exemplars
Red Star Kim
APRIL 17, 2023
As well as considering the grading of clients and referrers for the firm or particular teams there was recognition of the value of guiding each fee-earner to focus on: Critical clients, prospects and referrers (around 10) Key relationships (around 150 – see Dunbar’s Law in Client relationship management (CRM) – how many close social (kimtasso.com) (..)
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