All journeys

Referral Partner

CPA, attorney, lender or 1031 intermediary. Colleague-to-colleague notes they can pass to clients, and an easy way to introduce a client.

RelationshipsPartner8 emails · quarterly

Who it's for

The CPAs, attorneys, lenders and advisors who send you clients.

A taste of the writing

“The tax decision stays with the client, their CPA and their attorney.”
  1. Day 1Welcomes them to your network and says how you can help.Story
  2. Day 5A light, friendly note with a fun fact about relationships.StoryFun fact
  3. Day 14Early questions owners skip that cause trouble when they sell.Story
  4. Day 28A list of seller documents they can pass along to clients.Story
  5. Day 45How to answer clients wondering about market timing, based on their situation.Story
  6. Day 60Where exchange deadlines squeeze the search for a replacement property.Story
  7. Day 75What a quick, useful client introduction includes.Story
  8. Day 90Simple advice they can share when a client wants the short version.Story
  9. Then every quarterA fresh note every quarter, for as long as they stay on the journey.Story
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