A referral (in BNI terms) is someone who is expecting a call.
One great way to handle a referral is by email introduction.
And a great referral for Tracy would be an owner doing business in more than one state, and with complexities in their federal tax returns. AND that they are in the market for Accounting and advisory help! (this is key)
If you have this kind of referral for her, you can warm them up in email…READ MORE »