What contacts should I have in my Engage?

As they say, your network is your net worth. Whether you’re Joe Shmoe CPA or Jordan Belfort, you are going to have important relationships you need to establish, strengthen or maintain. Refer.com was born of a referral based relationship marketing process developed by our CEO Tom Gay.

The idea of nurturing the relationships that are directly connected to your target market in order to create a “referral team” is still at the core of the Refer.com software. However, we also recognize the importance of staying “top of mind” with potential clients, current clients, colleagues, and any other important relationships you have. While we have our recommendations, Refer.com can really be used however you want.

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