CLICK HERE to go to our 7 Essentials Overview
At a Glance :
Launch Email: 1 time email sent to your client to pave the way forward.
Monthly, top-of-mind touchpoints to keep you relevant and your clients engaged:
- Fun Day Monday Email
- Letter From the Heart Email
- Date Close to the Heart Email
- Birthday Email
- Referral Reminder Postcard
- Client Centered Newsletter
Mailing Frequency
- Automated Emails Per Month
- Fun Day Monday
- Letter From the Heart
- Birthday Email (Once/Year/Client)
- 1 Referral Reminder Postcard Per Month
- 1 Newsletter Per Month/Quarterly (your choice)
Mailing Schedule
The upcoming mail dates can be found on the 7+Essentials Current Mailings And Reports page.
My Mailing Notifications
Before each automatic email goes out you will receive an email including the upcoming mailing content and your mail date.
If you have a question or need a change, let us know by responding to the email. For example, if your vacation is planned during Fun Day Monday we can reschedule it for you. You can also cancel these blasts by selecting the relevant SKIP button on the 7+Essentials Current Mailings And Reports page.
It’s important to let your contacts know you're about to start communicating with them more frequently.
Prepares your contacts to see emails with content and graphics that are different from what you’ve sent previously
Frequency: Monthly
Sent on either the first or second Monday of the month. (Yourt
Client responses are your opportunity to connect and build relationships. Respond to each answer you receive.
Letter From the Heart Email
Frequency: Monthly
- Sent during the last two weeks of the month. Dates Vary.
- Keeps you on your contact’s top of mind.
Dates Close to the Heart Email
Frequency: Semi-Quarterly (see below)
- Celebrates a unique holiday.
- Replaces Letter from the Heart Email for that month.
Birthday Emails
Frequency: Annually
This is a very unique way to make your clients and contacts feel extremely special on their birthday. When your clients and contacts get “The Most Special Day Of The Year” email, they will be shocked that you took the time to research their exact birthday and find something extremely special about that day.
Social From the Heart
Frequency: Monthly/Daily
- Every month, we upload new content for you in the Social Media Assets section of the site.
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Relationship based content for your Social Media platforms.
Done For You Referral Reminder Postcard
Frequency - Monthly; delivered between the 15th and the 20th.
Client Centered Newsletter
Frequency - Monthly; delivered between the 5th and the 10th.
Or Quarterly: January, April, July & October
And a little something extra for like-minded associates:
Business to Business Emails
Frequency- 10 video emails, sent monthly.
Purpose-
- Videos offer training on building a referral based business. It’s about you sharing relevant information with a fellow business owner it’s not about Joe or By Referral Only.
- Positions you for a referral conversation.
- Builds trust. They learn about building a referral based business, and they see that’s how you do business.
Send to
- Small business owners
- Transaction partners
- Your insurance agent
- The person who cuts your hair
- Anyone who can benefit from learning more about being referral based
For further questions, please contact us at Support@ByReferralOnly.com
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