The accountant who should be sending you work.
The scenario:
Every business you want as a client already has an accountant, an insurance broker, and often a lawyer. Those professionals get asked “do you know a good IT company” more often than you get asked anything.
Most MSPs wait for referrals to happen. A referral partnership makes them happen: deliberate, reciprocal, and worth a steady deal or two per quarter from a single good partner.
The prompts:
Your AI tool of choice.
STEP 1 - Pick the partners
You are building a professional referral network for an MSP.
Context:
Our niche and typical client: [profile]
Professionals our clients already use: [accountants, brokers, lawyers, consultants we know of]
Any existing informal referral relationships: [list]
Identify the 10 best-fit referral partners: professionals serving our exact client profile in our region, weighted toward ones we already share a client with. A shared client is a warm door. Rank them and note the door for each.
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STEP 2 - Build the offer
Design the partnership offer, and make it about their client relationship rather than our pipeline: what we give their clients (a security question answered, a sanity check on an IT quote, a plain-English second opinion), what we give the partner (the same for their own practice), and the reciprocal referral commitment. Write the approach message, under 100 words, proposing one coffee, no pitch deck.
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STEP 3 - Keep it alive
Build the rhythm: one touch per partner per quarter with something useful for their clients (a one-page advisory, a heads-up on a scam wave hitting their sector), a shared-win note whenever a referral converts either way, and the tracker: partner, last touch, referrals in, referrals out. The measure: referred conversations per quarter, and the reciprocity balance, because a one-way network dies within a year.