Top Lawyers — toplawyers.io

# Referral Partner Outreach Plan

## Step 1: Build your list (10 names)
Who meets your ideal client before you do? Examples: accountants, financial planners, realtors, therapists, HR consultants, other lawyers with different practice areas.

| Name | Profession | Why a fit | Last contact | Next step |
|---|---|---|---|---|
| | | | | |

## Step 2: First-contact message
> Hi [Name], I'm a [practice area] attorney in [city]. I work with [type of client], and I noticed many of your clients may face [issue]. I'd love to learn more about how you work so I can refer people to you when it fits. Do you have 20 minutes for coffee or a call this month?

## Step 3: Meeting agenda (20 minutes)
1. Learn: who is your best client, and what do you wish others understood about your work?
2. Share: who is your best client, and what does a good referral look like?
3. Agree: how will we hand off clients, and what do we keep each other posted on?

## Step 4: Follow-up cadence
- Within 24 hours: thank-you note
- Within 30 days: send a useful article or introduction
- Every quarter: brief check-in
- Every referral received: thank them promptly (check your state rules on referral fees and gifts)

## Step 5: Tracker
| Date | Partner | Referral in/out | Outcome | Thanked? |
|---|---|---|---|---|

## Quarterly review
- Which three partners sent the most good matters?
- Who have I neglected?
- Who should I add this quarter?