Referral Building & Community Outreach

What is Referral Building?

Learn about Referral Building (formerly Shoe Leather Marketing):

• Download the program overview PowerPoint presentation.
• Download the Referral Building Process guide.
• Become familiar with program terminology with this Glossary sheet.
• Download this list of Frequently Asked Questions.

How do I get started?

Build Your Referral Building Team:

• Discover tips on Recruiting for Leadership.
• Learn more about the Account Manager Role.

Use these tools to help you in your referral building efforts:

• Use these databases to get local leads for small business clients and referral partners.
• Organize information on your community partner prospects with this Alliance Identification Worksheet.
• Keep track of key individuals with this Alliance Contact Info Spreadsheet.
• Plan your pitch.  Download the Proposal Planning Worksheet.
• Develop your referral building plan with this Action Plan Worksheet.
• Formalize your discussions with these MOU's
  • Chapter Alliance MOU template
  • Partnership Memorandum of Understanding (MOU) Sample
• Learn what's worked for others in this Best Practices guide.

What programs can I do to help build alliances?

Get information on the programs created to help you build partnerships in your community

• Download resources for hosting Business Roundtables.
• Download this Tailored Seminar Overview PowerPoint

What tools can I use with Partners/Alliances?

Use these tools to educate partners on SCORE services and the value we provide to clients and the local community.

• Explain the value of SCORE services with these Talking Points.
• Tell partners about SCORE with this "About SCORE" PowerPoint and the Resources for Small Business Success Presentation.
• Use Central Florida's Library Partner Information template
• Share SCORE's benefits as an SBA Resource through this Partner Presentation
• Download the Referral Building Presentation.
• Get tips on how to work with common alliance partners such as banks, lawyers, accountants, and similar organizations with these Partner Sales Sheets.