Endless Referrals Toolkit
Everything you need to create an annual client appreciation program and get referrals all year round!
About the Endless Referrals Toolkit
This toolkit has everything you need to create an annual client appreciation plan and get referrals all year round! Pick and choose which events you want to do (or do them all). Each action plan has detailed timeline, tasks, and templates to save you time in planning any event.
- Annual Client Appreciation Plan Template
- Client Appreciation Event SOP Template
- In-Person Event: How to Host a Thanksgiving Pie Event - Complete Course & Action Plan
- Mailer:Frosty Key Tag Mailer Action Plan
- Mailer: Tax Mailer Action Plan
- Virtual Event: I Love You A Latte Action Plan
- Pop By: 12 Pop by Tag Templates for every month
- Email: Monthly Market Update Email Template
- Phone: Scripts on what to say to your sphere Plus much more!
