Referral Building Alliance Proposal Planning Worksheet
What Are We Looking for in Referral Alliances Partners?
- Significant reach/members.
- Ability to refer clients to SCORE.
- Willingness to partner as workshop host.
- Well-respected, “magnet” in the business community.
Part 1: Alliance Partner Contact Information:
Organization Name: |
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Address: |
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Key Officers: |
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Key Contact: |
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Phone: |
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Fax: |
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Email: |
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Website: |
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Part 2: Description of Alliance Partner Business or Organization |
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Part 3: Account Relationship Plan |
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Volunteer Contact: (SCORE volunteer responsible for relationship development.) |
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Immediate Action Steps: (First 90 days) |
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Goals & Objectives for Next 12 Months: |
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