I used partnering to find new clients

The challenge

Getting clients.

The solution

I wanted to really focus on getting word out about my business services in my local area. I started off by sending out emails and flyers locally, explaining the services I offer, to get the word out.

About six months ago I decided to try something new to bring in more clients. I spoke with accountancy firms and agreed to partner up with them. This means we both recommend our clients to each other. This has been highly successful, because if a client trusts me or the accountant, they trust the recommendation, so the other one benefits from the business.

It's a win-win relationship for both of us. We both get more work from it and our clients like the fact we can recommend someone they can trust to do another service they need.

From my point of view, it's great because it's free advertising, and we come with a stamp of approval from a trusted accountant.

When potential clients do come to me, I then have to make sure I'm talking to them on their level. Because I go into businesses to speak to people about finance, I have to keep in mind who I am dealing with. At some point all businesses need to work with numbers and it's important that I identify where their strengths lie, and speak to them in an easy-to-understand and approachable manner. It's important not to treat people as idiots, and rather treat them as equals.

Key lesson


Look for businesses in your area you can partner with to recommend each other's clients to.

Top tip

Treat everyone you deal with and encounter in every aspect of your business with respect. This will benefit you in the long run.

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