Referral Partner Outreach Plan

Referrals remain the most dependable source of new clients for most small firms, yet few lawyers manage them deliberately. This template turns referral building into a simple monthly routine that takes about an hour.

What’s inside

• A target list worksheet for professionals who see your ideal clients first
• A short, respectful first-contact message
• A thank-you and follow-up cadence
• A tracker for referrals sent and received
• A quarterly review prompt

How to use it

1. List ten professionals whose clients overlap with yours.
2. Send one message per week using the sample wording.
3. Log every referral, thank-you, and coffee meeting in the tracker.
4. Review the tracker quarterly and double down on the best sources.