Building Referral Partnerships for a Local Business

A practical 10-page PDF handbook for local business owners. It covers partner selection, shared value, introductions, meetings, follow-up, relationship maintenance, and performance review.

Who it is for

Local business owners.

What is inside

- Four principles that keep partnerships healthy

- Prepare and choose partners who share your customers

- Step by step, part one: shortlist, research, introduce

- Step by step, part two: meet, agree, close the loop

- Keep the relationship alive

- Worked example: a cleaning business and a property manager

- Common mistakes and how to fix them

- Outreach scripts and partner evaluation worksheet

- Quarterly review and action plan

Includes: Outreach scripts and partner evaluation checklist; a worked example labeled as fictional; a troubleshooting section; and a closing action plan.

How to use it

Read it through once, then print the worksheet and checklist pages you need and write on them by hand. You can also annotate the PDF with any app that supports PDF markup.

File details

PDF, 10 pages, US Letter (8.5 x 11 in), about 0.4 MB. Static PDF: it is printable but does not contain fillable form fields. Opens in any standard PDF reader.

License

Personal use only. You may download, print and use this resource for yourself and your household. You may not resell, redistribute, share the file, or use it commercially.

Please note

General educational information only. It is not legal, financial, medical, tax or other professional advice; consult a qualified professional about your own situation.