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Referral thank-you note sent when a client sends someone new

9

Rank 9 of 10 in Law firms & accountants

A play by Marky team

When a new client mentions they were referred by an existing client, send that existing client a short handwritten thank-you note within a week acknowledging the referral by name. Check your state bar or professional association rules before offering any fee or discount tied to the referral.

Why it works: A prompt, personal thank-you encourages clients to keep recommending your firm, and checking the rules first keeps the gesture within your profession's guidelines.

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