Referral Marketing Plan
What is SASBA’s Patent-Pending Referral Marketing Plan?
It is a patent-pending referral system with no cost to join, built by CPAs for CPAs.
It’s not complicated. It’s not a “wait and hope” program. We believe it will take only one to three hours to implement the program. After that, as little as one hour per week to build the practice you’ve always dreamed of having.
And best of all, you can start with your existing clients.
Is SASBA’s Patent-Pending Referral Marketing Plan right for you?
By simply answering the questions below, you will be able to identify with this program and the opportunity benefits quickly!
- How do you get new clients?
If your answer is “referrals,” you are among the two-thirds of other accountants and tax preparers who have the same reply.
- What is your referral plan or strategy?
Virtually every Accountant or Tax Preparer are operating their business without any strategy at all!
Our patent-pending plan puts into practice the basic foundations of referrals, in order to turn your clients into an army of advocates for your business. We understand how referrals work. And, when you partner with us, you will come to understand these principles, too.
The Best Part?
This is a patent-pending referral system with no cost to join, built by CPAs for CPAs.
- It’s not complicated.
- It’s not a “wait and hope” program.
- It will take only one to three hours to implement the program.
- After that, as little as one hour per week is all you need to build the practice you’ve always dreamed of having.
And best of all, you can start with your existing clients.
What are the “foundations” of referrals?
We know that many clients consider their CPA to be their most-trusted financial advisor. Therefore, we firmly believe that you do not have to sell your clients anything – they already trust you.
5 Foundations of Referrals
Founder of SASBA, John Harrison, was able to build two thriving practices from scratch using these foundational principles, and you can too.
(click to know details)
1. Clients must know that you are seeking referrals.
If your clients do not know that you want referrals for your practice, they will not be looking for opportunities to share your name with others. We understand that most CPAs are uncomfortable directly asking clients for referrals, but SASBA believes that communicating with your clients about your desire for referrals is not the same as expressly asking for referrals. Rather, you are making your clients aware of something they couldn’t possibly have known otherwise.
2. Give your clients a compelling reason to refer.
SASBA calls this a “unique value proposition,” or, a competitive edge.
- What do you offer to your clients that no other CPA offers?
- Why should a client choose you over the CPA next door?
Your “unique value proposition” is what sets you apart from your competition, and SASBA’s Referral Marketing Plan is designed with a built-in UVP – the Referral Business Program, 1 of 15 strategies within the Take-Charge Solution which will help your clients take control of their personal finances AND save money on taxes.
This program enables clients to take certain tax deductions by converting what would normally be personal expenses into valid business deductions. In order to do so, they need a business and that’s their business of referring clients to you (which results in a referral fee they’ll receive for referring others to the program and to you, the CPA). This is the part where you grow your business exponentially.
3. You must understand the law of large numbers.
The Pareto Principle (or the 80/20 rule) states that roughly 80% of the results come from only 20% of the causes. At SASBA we take this one step further… we believe that, of your clientele, it is a mere 10% which generates 90% of your referrals. Therefore, it is especially important to identify the clients which make up this 10%. These are the people who are working hard to get your name out there – not because they have to, but because they want to – and you should be nurturing these dedicated few. SASBA refers to these zealous clients as your “Super Advocates.”
When you join SASBA’s Referral Marketing Plan, you gain access to our training materials that assist you not only in identifying these “super advocates,” but also working with them.
4. Out of sight, out of mind.
In a typical CPA/client relationship, you may see your clients only once a year. This is not enough to keep your name and your practice on your client’s mind. How, then, could you stay in touch with your clients throughout the year? SASBA’s technology-driven system reaches out to Referral Business members (clients who are actively referring your practice) on your behalf. So the next time a friend or coworker of a Referral Business member laments over their lack of a quality CPA, your name will be fresh in your client’s memory.
5. Recognize and reward the referral.
Don’t take your referrals for granted. Nurture, encourage, and build up your “super advocates” by recognizing and rewarding their generous referrals. When you participate in SASBA’s Referral Marketing Plan, clients are automatically rewarded for referring new clients to your practice.
The CPA’s Perfect Marketing Strategy
- Referral System
- Validation of client’s satisfaction
- Grows as number of clients grow
- Primary method of CPA profession
- Not dependent on sales skill of professional
- No upfront cost
- Short learning curve
- Heavy use of technology
- Proven system
- Not dependent on sales skills or sales training
- Continues and most effective during the CPAs many ‘busy seasons’
- Results within two to three months
- Clients obtained are at a high billing rate
- Protected marketing areas
Are do you prefer to plug in to SASBA’s patent-pending system and initiate the first few days of the program? Become a SASBA Accountant and let us assist you in implementing the Referral Marketing Plan today (there is no cost for accountants / tax pPreparers to join), and together, we will turn your clients into an army of advocates for your business.
Thank you, CPA! We believe our Patent-Pending Referral Marketing Plan is the right fit for your practice.