Are you thanking your referrals sources - every time? If the steps are not systematized into your new customer process and you’re leaving it up to individuals to decide if they will thank referral sources or not, then you can bet it’s not happening as often as you would like.

The problem with most business best practices, like thanking referral sources, is that people get busy and these “little touches” are the first things to get sacrificed when schedules get overloaded. People postpone the referral gifts until the next day. Then, forget about them altogether. I’m as guilty as anyone. Before we baked referral Thank Yous into our new customer onboarding process, they were hit or miss.

The good thing about using ProcessPlan to manage your company is that you don’t have to leave these kinds of “little touches” to chance. Just build them into your processes and you can rest assured they will happen every time.