Referrer Relationship Scorecard - Transcend Strategy Group

First Name*

Last Name*

Email*

We know the top three ways this referrer measures their success, and routinely track and assess our impact on them.*

Score (0-5 - with 5 being the highest)

We know, track and actively discuss what defines success in our relationship with this referral source.*

Score (0-5)

We know this referrer’s annual goals and have specific plans to impact them.*

Score (0-5)

We have a referrer relationship plan in place for this referrer.*

Score (0-5)

At least twice a year, we conduct joint performance reviews against a shared scorecard.*

Score (0-5)

At least once a month, we internally rate the health of our relationship.*

Score (0-5)

We have a dedicated relationship manager in charge of tracking, monitoring and driving implementation of our referrer relationship plan.*

Score (0-5)

We have at least three consistent communications platforms for demonstrating our expertise, impact and value to this referrer, including two that are not dependent on in-person interaction.*

Score (0-5)

We consistently receive high-quality and timely referrals from this referrer.*

Score (0-5)

Our teams consistently work and communicate well together. Drama is low and issues are completely resolved the first time around.*

Score (0-5)

We have designed shared or overlapping processes to maximize effectiveness and efficiency.*

Score (0-5)