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