Referral and Upsell Opportunities

1. Overview

  • Purpose:

    • Leverage satisfied clients to generate referrals and identify upsell opportunities.

  • Objectives:

    • Expand the client base through referrals.

    • Increase revenue through upselling additional services.

2. Step-by-Step Procedures

  • Referral Programs:

    • Encourage clients to refer new leads.

  • Upsell Offers:

    • Identify additional services that could benefit the client.

  • Loyalty Programs:

    • Reward repeat business and long-term clients.

3. Roles and Responsibilities

  • Salespeople:

    • Identify and pursue upsell opportunities.

  • Assistant:

    • Manage referral program logistics, track referrals in CRM.

4. Tools and Resources

  • Referral Software:

    • ReferralCandy, Ambassador.

  • CRM:

    • Link to Referral and Upsell Guide

5. Templates and Checklists

  • Referral Request Email Template:

    • Download Referral Request Email Template (Google Doc)

  • Upsell Proposal Template:

    • Download Upsell Proposal Template (Google Doc)

6. Additional Resources

  • Training Videos:

    • Maximizing Referrals and Upsells

  • Best Practices Articles:

    • Effective Strategies for Referrals and Upselling