Enumerate adjacent referrer categories for a service line
Packaged know-how that tells an agent how to do a job well.
You might say…
“I know referrals matter but I've never systematically thought about who else is sitting in front of my ideal client — this maps the full ecosystem so I stop relying on whoever happens to think of me.”
What it does
Reasons from the firm's target client profile to the full set of adjacent professionals and firm types positioned to refer — accountants, lawyers, recruiters, complementary consultants, re-referring past clients — and surfaces named candidates where known.
Trigger: Use when first building or doing a material refresh of the referral map for a service line.
I/O: Target client profile, service line → referrer category list with adjacent firm types and named candidate signals where known
Recognise the problem?
The primitives are the commodity part. The fastest next step is a conversation about composing them into something that works for you.
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