id referral partners, part 1 - categories
ID REFERRAL PARTNERS, PART 1 - CATEGORIES The first step towards identifying referral partners is to brainstorm the categories that may be able to refer you. Focus on categories, not individual names (e.g., doctors, not Jane Smith.)
Category 1
Category 2
Category 3
Category 4
Category 5
Category 6
ID REFERRAL PARTNERS, PART 2 - PLAYERS The next step towards identifying referral partners per category is to brainstorm the specific players that may be able to refer you. (e.g. Category: Doctors, Player: Springs Medical Practice)
Category 1
Category 2
Category 3
Player 1:
Player 1:
Player 1:
Player 2:
Player 2:
Player 2:
Player 3:
Player 3:
Player 3:
Player 4:
Player 4:
Player 4:
Player 5:
Player 5:
Player 5:
Player 6:
Player 6:
Player 6:
Category 4
Category 5
Category 6
Player 1:
Player 1:
Player 1:
Player 2:
Player 2:
Player 2:
Player 3:
Player 3:
Player 3:
Player 4:
Player 4:
Player 4:
Player 5:
Player 5:
Player 5:
Player 6:
Player 6:
Player 6:
YOUR PARTNERSHIP PLAN Partner
Details
Approached
Scheduled
Serve & Strategise
Result
Category 1
Category 2
Category 3
Category 4
Category 5
Category 6
ID REFERRAL PARTNERS, PART 2 - PLAYERS The next step towards identifying referral partners per category is to brainstorm the specific players that may be able to refer you. (e.g. Category: Doctors, Player: Springs Medical Practice)
Category 1
Category 2
Category 3
Player 1:
Player 1:
Player 1:
Player 2:
Player 2:
Player 2:
Player 3:
Player 3:
Player 3:
Player 4:
Player 4:
Player 4:
Player 5:
Player 5:
Player 5:
Player 6:
Player 6:
Player 6:
Category 4
Category 5
Category 6
Player 1:
Player 1:
Player 1:
Player 2:
Player 2:
Player 2:
Player 3:
Player 3:
Player 3:
Player 4:
Player 4:
Player 4:
Player 5:
Player 5:
Player 5:
Player 6:
Player 6:
Player 6:
YOUR PARTNERSHIP PLAN Partner
Details
Approached
Scheduled
Serve & Strategise
Result
