Share the Love: Easy Referral Program Earns You $ Credits

Posted by Admin on May 22, 2018 10:52:56 AM

Of all things, a fancy new trash can for the house delivered a great business lesson. Inside the shiny new can was a thank you card worth $$... We just give the card to a friend, and if they buy something we earn $.

Well, duh.

CoreValue’s old referral program was a pain compared to this refreshingly easy approach. What a great example of a company leveraging CoreValue Driver 14 “Customer Satisfaction” to get a high rating on CoreValue Driver 12 “Sales & Marketing.”

Are you wondering what we are doing with this forehead-smacking moment?

Customers routinely call and say “This is great! I have a colleague who would love this, do you have some kind of referral program?” To which we answer “Yes, your recommendations are a huge compliment. We’ll send you a contract... yada yada yada.”

Hurdles.  Since so many of you are asking about it, the program should be super easy, right?  Tah dah, today we're announcing a simple program, open to all, through which you can earn credits when you refer people to CoreValue.  Fill out a little online form, and maybe earn yourself a valuable credit towards your renewal or CoreValue events.  Double the love: the person you refer also also earns a credit if they buy.

Doesn't that sound great? Do you know anyone who would benefit, if they only knew (like you) how CoreValue helps win new clients? Share their name, we’ll handle the rest. Here’s how it works:

  1. Go to www.corevalueforadvisors.com/referral
  2. Enter your colleague’s information
  3. Let them know you’ve shared their name with us --they have 30 days to decide if CoreValue is as right for them as it is for you (and they'll know why the heck they're hearing from us)
  • If they buy a license in that timeframe, you get a 10% credit, and
  • They’ll earn a 10% credit as well.  Woot.

Use your credits towards your next license, or any CoreValue-hosted event including the CoreValue Advisor Software ConferenceDetails are on the web site.

So what are you waiting for? Click here, take a few secs to send the info, and voila, you’re good to go.

Ask yourself: Would a simple way to get referrals like this help your practice thrive? 
You can learn more in next week's post.

And in Other News...

1. Congratulations to Inside Sales Rep Chris L, who is getting married this weekend!

2.  Thank you EPI of Southern Nevada from George Sandmann:

Thank you to EPI of Southern Nevada for your hospitality. Really enjoyed presenting to the group, and meeting you all in person.

If you are interested in learning more and seeing a demonstration, you're invited to a webinar next Wednesday at 8:30 PT --you can click here to register. [note: webinar is open to all comers]

To schedule a 1-1 demonstration, please use this link to schedule a meeting with one of our team.

     --George

3.  There are still some seats available for the June 4-8 "Build a Thriving Business Consulting Practice" Training, included free with your CoreValue Unlimited license (all others $720), so if you are planning on adding CoreValue to help you win new engagements, now is a great time --what are you waiting for?

4.  CoreValue Advisor Software Conference Boston Oct 31-Nov1: be the first to know --click here and join the mailing list.

 

We’d like to know what you think, please comment below or email blog@corevalueforadvisors.com.

Topics: CoreValue Software

Share this article with a colleague: