Keeping Your Referral Sources in the Loop

We recently referred someone a prospective client because of the firm’s experience and expertise in the technology industry.  A few weeks later, we received an email that the referral had become a client.  We were pleased to hear it worked out for them.

Over the last couple months, we’ve received several emails from the firm we referred the client to, keeping us updated on the progress of the relationship.  It was refreshing that they didn’t forget about us shortly after they obtained a new client.  We’ve been kept abreast on all the milestones of the client engagement and although we never requested this, it was great that they decided to keep us in the loop.

What do you think about going above and beyond to keep your referral sources in the loop?


– By Berbay Senior Account Manager Megan Braverman

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