Knowledgebase: Referral Marketing
Script to Strengthen Existing Referral Partner Relationships
Posted by Sam Harvison on 23 January 2025 02:30 PM

This script is designed to help mortgage professionals reconnect with existing referral partners by offering added value through co-marketing opportunities. It highlights a new web-based ad campaign focused on promoting the partner's business at no cost, providing more exposure and lead generation.

The script takes a consultative approach, engaging partners by asking about their current marketing challenges and showing how the strategy can support their business growth. The goal is to foster stronger, mutually beneficial relationships by offering tangible support, with a flexible follow-up process.

Opening:

Hi [Name], it’s [Your Name] from [Company Name]. Do you have a couple of minutes to chat?

If Yes:

Great! I’ve recently invested in a web-based ad campaign specifically designed to promote my preferred business partners—like you—to my entire database. This includes family, friends, past clients, and prospects.

It’s part of a larger strategy focused on increasing visibility and generating more leads through co-marketing efforts. The best part is there’s no cost to you, and I thought you’d really benefit from being part of this.

Could we take a few minutes to discuss how this could help grow your business?

Open-Ended Questions (Consultative Approach):

  • "How are you currently handling your marketing efforts, and what challenges are you facing?"
  • "What kind of support are you getting from other LOs when it comes to lead generation or marketing?"
  • "How do you think additional exposure and leads from these campaigns would impact your business?"

Discussion:

Listen to their responses and focus on their pain points (lack of marketing support, difficulty generating leads, etc.). Emphasize how your marketing efforts are specifically designed to address these challenges and can help them grow their business.

Closing:

While others may be waiting for referrals to come to them, I’m investing in strategies to support my partners by actively helping them generate more business. If this sounds like something that could benefit you, I’d love to discuss what’s next.

No pressure, let me know how you’d like to move forward, and we can keep it flexible based on what works for you.

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