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How to Build a High-Performing Referral Strategy [011]

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Manage episode 485810570 series 3646003
Content provided by Gary Falkowitz. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Gary Falkowitz or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Most law firms treat referrals like a bonus. But when managed right, referrals are the most cost-effective, scalable path to consistent revenue.

In this episode of The Intake Playbook Podcast, I walk you through the biggest mistakes I see firms make with referrals—and exactly how to fix them.

You’ll learn:

🔹 Why warm transfers should be a non-negotiable standard

🔹 How to hold referral partners accountable (just like internal staff)

🔹 Why follow-up is your responsibility—not theirs

🔹 How to keep the referred clients engaged, even after they’ve been handed off

🔹 What a real referral system looks like

If you want to build passive revenue through referrals, it’s time to stop winging it and start treating it like a real part of your growth strategy.

Biggest Insight:

Referrals done right are low-effort, high-return. But done wrong, they quietly kill trust, reputation, and results.

SUBSCRIBE:

Apple | Spotify | YouTube

FIND GARY:

Instagram: @theintakeplaybook

Facebook: @theintakeplaybook

LinkedIn: /the-intake-playbook

Website: intakeplaybook.com

Join The Intake Playbook Community - A free group for legal professionals who want to convert more leads into cases.

Read Gary's Book - The Complete Guide to Law Firm Intake: Powerful Strategies To Maximize Retention and Increase Revenue.

Join The Intake Masterclass - The only continuing legal education membership for legal professionals who want to go beyond the basics and master elite-level intake strategies. Get direct access to Gary Falkowitz, The Legal Intake Authority, and learn how to turn more calls into signed cases with cutting-edge techniques and expert coaching.

  continue reading

13 episodes

Artwork
iconShare
 
Manage episode 485810570 series 3646003
Content provided by Gary Falkowitz. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Gary Falkowitz or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Most law firms treat referrals like a bonus. But when managed right, referrals are the most cost-effective, scalable path to consistent revenue.

In this episode of The Intake Playbook Podcast, I walk you through the biggest mistakes I see firms make with referrals—and exactly how to fix them.

You’ll learn:

🔹 Why warm transfers should be a non-negotiable standard

🔹 How to hold referral partners accountable (just like internal staff)

🔹 Why follow-up is your responsibility—not theirs

🔹 How to keep the referred clients engaged, even after they’ve been handed off

🔹 What a real referral system looks like

If you want to build passive revenue through referrals, it’s time to stop winging it and start treating it like a real part of your growth strategy.

Biggest Insight:

Referrals done right are low-effort, high-return. But done wrong, they quietly kill trust, reputation, and results.

SUBSCRIBE:

Apple | Spotify | YouTube

FIND GARY:

Instagram: @theintakeplaybook

Facebook: @theintakeplaybook

LinkedIn: /the-intake-playbook

Website: intakeplaybook.com

Join The Intake Playbook Community - A free group for legal professionals who want to convert more leads into cases.

Read Gary's Book - The Complete Guide to Law Firm Intake: Powerful Strategies To Maximize Retention and Increase Revenue.

Join The Intake Masterclass - The only continuing legal education membership for legal professionals who want to go beyond the basics and master elite-level intake strategies. Get direct access to Gary Falkowitz, The Legal Intake Authority, and learn how to turn more calls into signed cases with cutting-edge techniques and expert coaching.

  continue reading

13 episodes

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