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A practical guide: choose referral partners who fit your niche
By Branko Miljesic · Scale My Business
Start with professionals who serve the same business owners. Agree who makes introductions, what a useful introduction includes, and who follows up.
Pick the overlap
Choose one professional group that already works with your ideal business owner. Ask how they handle introductions today. Offer no payment or volume promise.
Keep the next step small
A first conversation should establish whether there is a useful fit. Record the requested next step and respect a request to stop.
Agree the work before it starts
Onboarding includes a 6-month and a 12-month roadmap. The written agreement records scope, responsibilities, dates and billing. Outreach does not guarantee meetings, clients or revenue.