Use the COI categories worksheet to brainstorm professions that could be potential referral sources.
Use the COI professionals worksheet to help identify specific professionals who may be potential referral sources to add to your COI campaigns.
COI Referral Process
Use this baseline process and customize it to use for centers of influence who refer clients to you.
COI Follow-Up and Nurturing Process
Use this baseline process to create a system for following up and deepening relationships with COIs.
COI Tracking Worksheet
Use this worksheet to track activity and referrals from COIs.