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REFERRAL CONCIERGE

BY JUBRAN & COMPANY

Identify whether dormant former-client/partner relationships may be quietly suppressing referral opportunities inside your firm.

 

This private assessment is designed to identify operational blind spots linked to referral leakage and declining relationship visibility.

Estimated completion time, 2 minutes.


How many cases has your firm closed in the last 24 months?
0-100
101-300
301-750
750+
Approximately what percentage of your annual revenue comes from referrals?
Under 10%
10–25%
26–50%
50%+
How many former clients does your firm proactively re-engage each month after case resolution?
None
1–10
11–25
26+
Who inside your firm is directly accountable for generating referrals from former clients?
Nobody
Shared responsibility
Marketing team
Dedicated person/system
How does your firm currently stay top-of-mind with former clients after settlement?
We do not
Automated emails/texts
Holiday cards/gifts
Structured re-engagement process
Can you identify which former clients generated referrals in the last 90 days?
No tracking
Partial visibility
Mostly tracked
Fully tracked and measurable
What is your estimated average fee collected per successful case?
Under $10k
$10k–$25k
$25k–$50k
$50k+
If your firm generated just ONE additional qualified referral per month from past relationships, what would the annual revenue impact likely be?
Under $100k
$100k–$300k
Option 3 $300k–$750k
$750k+
Which statement best describes your current referral strategy?
Mostly reactive
Relationship-based but inconsistent
Some systems in place
Engineered and measurable
How concerned are you that valuable past relationships are quietly going dormant after case resolution?
Not concerned
Slightly concerned
Moderately concerned
Extremely concerned

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Qualified firms may be invited to a private Referral Concierge evaluation.

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