Lean Marketing

Before (Prospect)

1. My Target Market

Primary Target Market Summary

Australian SMB workplaces needing simple, affordable catering with lunch platters and optional coffee for meetings and staff events.
They value convenience, reliable delivery, easy ordering, and a local supplier willing to provide samples before booking.

Audience Type

B2B
Small business owners
Office managers and workplace coordinators
Admin staff booking team lunches
Managers arranging client meetings or staff events

Industries (if B2B)

Professional services
Real estate agencies
Finance and accounting firms
Creative and marketing agencies
Health and allied health clinics
Education and training providers
Retail head offices and local corporate teams

Needs – Primary Buying Considerations

Fresh, tasty lunch platters that suit workplace settings
Optional coffee service from one supplier
Easy booking and fast communication
Reliable on-time delivery for meetings and events
Affordable pricing for small teams and repeat orders
Confidence in quality through free samples
A local supplier that feels personal and flexible

Demographics

Age Range: 28-55
Gender: All genders
Geography: Australia, focused on local metro and business-dense areas
Income Level: Mid to high business income or department budgets
Profession: Business owners, office managers, admins, team leaders
Business Size: 5-50 employees

Psychographics

Lifestyle: Busy, schedule-driven professionals managing multiple priorities
What they value: Convenience, reliability, presentation, responsiveness, value
Pain Points: Limited time, bland catering, late delivery, juggling vendors
Buying Behavior: Low-risk trial first, then repeat bookings if service is smooth
Decision-Making Roles:
Primary Decision Maker: Business owner or office manager
Secondary Decision Influencers: Admin staff, team leaders, operations managers
Support Roles: Receptionists, executive assistants, finance approvers

Secondary Target Market (only if applicable)

Larger local offices and branch teams needing recurring catering for meetings, training days, and client-facing events.
Often book more regularly and value dependable service, simple invoicing, and one supplier for food and coffee.

2. My Message to My Target Audience

Refined Elevator Pitch

Arlo & co coffee provides business owners with fresh lunch catering and coffee service, so they can impress their team and guests without the hassle.

Understanding Their Pain Points

Finding reliable catering for meetings, staff lunches, and client visits
Juggling food orders while trying to run the business
Settling for generic platters that feel forgettable
Using multiple vendors for food and coffee adds complexity
Risking poor presentation, late delivery, or unhappy teams

Transformation

Easy catering that saves time and removes decision stress
Fresh platters and coffee that lift the whole workplace mood
A polished experience that reflects well on the business
Happier teams, smoother meetings, and better first impressions
Confidence knowing future bookings are simple and sorted

Unique Selling Proposition (USP)

Lunch platters and coffee service from one local provider
Small business service with a personal, hands-on approach
Free samples help businesses try before they commit
Direct outreach and follow-up make rebooking simple
More personal and flexible than bigger catering providers

Brand Values & One-Liners

Fresh food. Great coffee. No fuss.
One booking, sorted.
Catering that works as hard as you do.
Small business service, big on care.
Make every lunch break feel looked after.

Tone

Warm, reliable, and down-to-earth. Customers should feel looked after, confident, and at ease.

Hero Text Idea

Flag Text: Australian business catering
Main Headline: Fresh lunch platters and coffee catering for busy workplaces.
Sub Headline: Keep your team fed and your meetings polished without the stress. One local provider handles both food and coffee.
CTA: Book a free sample

3. The Media I Will Use to Reach my Target Market

Website

Keep homepage focused on workplaces, not retail coffee buyers
Lead with Book a free sample above the fold
Add separate pages for office catering and coffee catering
Add industry pages for agencies, clinics, real estate, finance
Add suburb or metro area pages for local search reach
Show platter photos, delivery zones, minimums, and lead times
Add sample request form with company, team size, suburb, date
Add trust cues: ABN, testimonials, delivery promise, invoice options
Add repeat order CTA on every service page
Track sample requests, quote requests, calls, email clicks
Track returning visitors and repeat order form submissions
Prioritise mobile-first UX for busy office managers on phones
Ensure desktop quote flow is fast for admin staff at work

Social Media

Focus on LinkedIn, Instagram, and Google Business Profile
Use LinkedIn for office managers, owners, and local business reach
Post LinkedIn 2 times per week with workplace catering angles
Post Instagram 3 times per week with platters and delivery moments
Update Google Business Profile weekly with photos and offers
Share Reels of platter setup and coffee service arrivals
Post client-safe behind the scenes prep 1 time per week
Share free sample offer 2 times per month in feed and stories
Use suburb tags and local business hashtags on Instagram
Feature meeting catering, team lunches, and training day setups

Paid Advertising

Start with Google Search in local metro delivery areas
Target terms like office catering, corporate catering, lunch platters
Add coffee catering and meeting catering keyword groups
Use call ads during business hours for fast bookings
Run branded search once awareness grows
Launch Meta retargeting for website visitors and engagers
Use simple image ads showing platters plus coffee add-on
Test LinkedIn Message Ads only after offer and list are proven
Keep budget focused on high-intent search over awareness spend

SEO and Content

Optimise for office catering plus city and suburb keywords
Build pages for corporate catering in each service area
Target meeting catering, team lunch catering, office platter delivery
Publish 2 blogs per month around workplace catering topics
Write Best catering for office meetings in your city
Write How to choose catering for a team lunch
Write Coffee and lunch catering for client meetings
Add FAQ schema for delivery times, dietary options, invoicing
Request reviews that mention office catering and suburb names

Directories

Fully optimise Google Business Profile with services and photos
List on Yelp Australia if active in target metro area
List on True Local for local discovery and backlinks
List on Hotfrog Australia for local business visibility
Create company page on LinkedIn with service details
Join local chamber member directory pages in target suburbs
List on Easy Weddings only if corporate event demand appears low value

Partnerships & Outreach

Partner with coworking spaces needing member lunch options
Approach serviced offices like WOTSO and local business hubs
Build referral ties with office cleaners and office suppliers
Partner with local real estate agencies for auction day catering
Approach meeting venues and training providers without in-house food
Connect with business centres, accountants, and printers nearby
Offer partner-only sample boxes for their internal teams
Attend local chamber events and BNI-style networking groups
Pitch building managers in office complexes for tenant offers

Offline and Local Media

Drop sample boxes to offices in business-dense streets each week
Use branded flyers with QR code to book a free sample
Leave menus at reception desks in target office buildings
Sponsor small local business networking breakfasts with coffee
Use car signage for delivery vehicle brand visibility
Attend chamber breakfasts and small business expos monthly
Run direct mail to office suites in priority business parks
Offer pop-in tasting days at coworking spaces and clinics

Online Networking

Engage in local business Facebook groups for your delivery area
Join LinkedIn local business groups and office manager communities
Monitor Reddit Australia small business threads for soft visibility
Join coworking community Slack or member boards where allowed
Share practical posts, not hard pitches, then offer samples by DM

Cold Outreach

Target office managers, admins, founders, and practice managers
Prioritise firms with 5 to 50 staff in dense office precincts
Build lists from Google Maps, LinkedIn, and local directories
Send email with free sample offer and one clear CTA
Follow email with LinkedIn connect and short value message
Hand-deliver sample to warm leads who reply or engage
Use 3-touch cadence over 10 business days
Segment outreach by agencies, clinics, finance, and real estate
Mention coffee add-on for client meetings and training days

Content Recommendations

Platter of the week spotlight with ideal team size
Before meeting and after setup content for office spaces
What to order for 10, 20, or 40 person team lunches
Free sample reactions from local workplaces
Coffee plus lunch bundle examples for boardroom meetings
Behind the scenes prep showing freshness and presentation
Client FAQ posts on lead times, dietary needs, invoicing
Local suburb delivery days and last-minute booking reminders
Staff appreciation lunch ideas for small businesses

Publications

Pitch SmartCompany for small business supplier growth stories
Pitch Inside Small Business with a local founder angle
Seek features in local Business Chamber newsletters
Submit offers to coworking member newsletters in target suburbs
Approach The Urban List local editors for office catering guides

Podcasts

Prioritise guest spots over launching your own podcast
Pitch Flying Solo podcast for small business founder story
Pitch Kochies Business Builders content and podcast channels
Pitch Bxponential or local business network podcasts in your city
Use appearances to promote free workplace sample offer

During (Lead)

1. My Lead Capture System

Lead Magnet

Free workplace sample box for 5 decision-makers
Best for office managers booking first team lunch
Sample request form with team size, suburb, event type
Office Catering Menu PDF with prices and team sizes
Helps admins compare options fast and share internally
10-Min Team Lunch Planner by headcount and budget
Fits owners needing quick order guidance
Meeting Catering Checklist PDF for admins and EAs
Reduces booking stress for meetings and client visits
Coffee + Lunch Bundle Guide with event examples
Shows value of one supplier for both needs

Tripwire Offer

First order offer: free coffee add-on with lunch platter
Limited to new business customers in delivery zone
Starter office lunch for 10 at fixed intro price
Includes 1 platter, delivery, and quick feedback call
Boardroom bundle for 8 with lunch and coffee package
Use as low-risk first booking for client meetings

Welcome Sequence

Email 1: deliver menu or confirm sample request instantly
Email 2: show platter options by team size after 1 day
Email 3: explain coffee add-on and bundle savings day 3
Email 4: share testimonial and delivery promise day 5
Email 5: offer first-booking bonus and booking link day 7
If sample booked, send reminder 24 hours before delivery
After sample, send feedback form and quote within 24 hours
If no reply, follow up by phone or email on day 3 and day 7

Segmentation

Tag by role: owner, office manager, admin, practice manager
Tag by industry: agency, clinic, finance, real estate, education
Tag by lead source: website, LinkedIn, email, DM, sample drop
Tag by intent: sample request, quote request, repeat order
Tag by team size: 5-10, 11-20, 21-50
Tag by service interest: lunch only, coffee only, both
Tag by suburb or delivery zone for route planning
Tag by event type: meeting, team lunch, training, client event

Chatbot and Automation

Add sticky Book a free sample button on all pages
Use short form with company, contact, team size, suburb, date
Add quote form with budget, dietary needs, service type
Auto-send menu PDF after form submit
Auto-create lead record and task for follow-up within 1 hour
Use simple site chat for delivery zones and minimum order FAQs
Trigger SMS reminder for booked sample or catering delivery
Send repeat order prompt 14 days after completed order
Send monthly email with platter specials and seasonal bundles
Add hidden field tracking for page source and campaign
Track form submits, calls, email clicks, and repeat bookings
Start with low-cost CRM like HubSpot Free or Zoho CRM

2. My Lead Nurturing System

Marketing CRM

Start with HubSpot Free for forms, email, deal stages, and basic automation
Fit: low budget, no CRM, simple B2B follow-up, easy Gmail integration
Use website forms for sample requests, quote requests, and repeat orders
Create properties: role, industry, suburb, team size, service interest, event type
Add tags: sample lead, quote lead, past customer, no response, repeat buyer
Auto-send menu PDF and sample confirmation after form submit
Create task: contact new lead within 1 business hour
Upgrade to HubSpot Starter once email automation limits are hit

Sales CRM

Use HubSpot deals with one simple pipeline for first bookings and reorders
Stages: New Lead, Sample Offered, Sample Booked, Quote Sent, First Order, Repeat Order
Add Lost stage reasons: no timing, out of area, price, no reply, chose competitor
Handoff: marketing form creates deal, owner gets task and mobile notification
Log calls, delivery notes, dietary needs, and feedback inside contact record
Add repeat reminder task 14 days after completed order

Automated Follow-Ups

New lead sequence starts instantly after sample or menu form submission
Email 1: menu PDF, pricing range, delivery zones, sample CTA
Email 2 on day 1: platter options by team size and budget
Email 3 on day 3: coffee add-on for meetings and training days
Email 4 on day 5: testimonial, delivery promise, dietary flexibility
Email 5 on day 7: first-order offer with clear booking link
Sample booked trigger: reminder email 24 hours before delivery
Sample completed trigger: feedback form + quote within 24 hours
No reply trigger: follow-up email on day 3 and day 7 after quote
Reorder trigger: email 14 days after delivery with quick rebook link
Reactivation trigger: 60 days no order, send seasonal platter offer
SMS only for booked samples, delivery reminders, and same-day confirmations
Use Twilio or HubSpot SMS add-on only after lead volume increases

Newsletter

Send 2× monthly to leads and past customers
Segment: prospects, sample leads, first-time customers, repeat customers
Content pillar: meeting catering ideas by team size
Content pillar: lunch + coffee bundle examples for workplaces
Content pillar: client stories, testimonials, and setup photos
Content pillar: seasonal specials and suburb delivery days
Include one CTA per send: book sample, request quote, or reorder
Use plain-text style for prospects to feel personal and direct

Retargeting & Ads

Start with Meta retargeting only after traffic reaches 200+ visitors/month
Goal: bring back sample-page visitors and quote-page visitors
Use simple image ads: platter photo, coffee add-on, free sample CTA
Run Google Search on high-intent terms in delivery suburbs
Focus terms: office catering, corporate lunch platters, meeting catering
Use call extensions during business hours for fast bookings
Exclude broad awareness campaigns until search converts consistently
Keep spend split: 80% Google Search, 20% Meta retargeting

Social Media and Content

LinkedIn 2× weekly targeting office managers and business owners
Instagram 3× weekly featuring platter photos, setup shots, coffee service
Google Business Profile update weekly with photos, offers, and reviews
Post content themes: free sample offer, team lunch ideas, meeting setups
Post content themes: behind-the-scenes prep and delivery reliability
Share client-safe testimonials and suburb delivery highlights
Add lead CTA on most posts: book a free workplace sample
Reply to DMs and comments within 1 business day

Other Nurture Channels

Add sticky website CTA: Book a free sample
Use short form fields: company, name, email, phone, suburb, team size, date
Add FAQ chatbot for delivery zones, minimum orders, and coffee add-on
Use Tidio or Crisp for low-cost site chat on custom-coded site
Auto-route chatbot leads into HubSpot via Zapier or native form webhook
Send review request 24 hours after successful first order
Send WhatsApp only if prospects request it during booking conversations

3. Sales Conversion Strategy

Sales Process

Target office managers, admins, founders, and practice managers in local business areas
Use a 3 touch cadence over 10 business days for every warm lead
Touch 1 email offers free sample with one CTA to book a tasting
Touch 2 LinkedIn message references sample offer and delivery area
Touch 3 phone call asks about upcoming meetings, lunches, or training days
Qualify lead by team size, suburb, order frequency, and dietary needs
Use sample as the first conversion event, not the final sale
Deliver sample in person when possible to build trust fast
Bring printed one page menu, pricing, lead times, and reorder steps
Ask 3 questions at sample handoff about events, headcount, and booking timing
Send same day follow up with sample recap and suggested first order
Offer two clear next steps: book a trial lunch or request a quote
Use a simple quote with package, inclusions, delivery window, and invoice terms
Limit quote choices to 3 options to reduce decision fatigue
Include coffee add on in every quote as a visible option
Ask for the booking directly within 24 hours of quote delivery
Follow up 2 business days later with a tailored recommendation
Follow up 5 business days later with a date hold or sample expiry reminder
After first order, confirm delivery details 24 hours before event
After delivery, request feedback same day and ask for next booking date
Create a repeat order path with saved preferences for regular clients
Offer monthly reminder email before common meeting and team lunch dates
Build a basic lead tracker with columns for sample, quote, booked, repeat

Sales Assets

Create a free sample outreach script for email, LinkedIn, and phone
Create a sample handoff checklist with intro, questions, and close
Create a quote template with 3 package tiers for 5, 10, and 20 people
Create a one page catering menu with prices, minimums, and lead times
Create a coffee add on sheet for meetings, launches, and training days
Create an objection handling script for budget, timing, and vendor switching
Create a first order confirmation template with delivery and contact details
Create a post event follow up template with review and rebook ask
Create a repeat order form with saved team preferences and dietary notes
Create a FAQ sheet covering delivery zones, invoices, allergens, and notice
Create a mini case study template with problem, order, result, and quote
Create a tasting leave behind card with QR code to request a booking

Testimonials and Case Studies

Ask for feedback immediately after successful first delivery
Request a short review once the client confirms food was well received
Prompt for specifics: punctuality, presentation, taste, and ease of ordering
Capture photo of platter setup at delivery when client approves
Turn early wins into mini case studies by industry and team size
Feature reviews on homepage near Book a free sample CTA
Add testimonials to quote templates and tasting leave behind card
Build a Wall of Love section with logos, quotes, and suburb names
Showcase coffee plus lunch stories to reinforce one supplier benefit
Ask repeat clients for a longer case study after third booking

Conversion Rate Insights

Track outreach to sample booking rate each week
Track sample delivery to first paid order rate each month
Track quote sent to booking rate by industry segment
Track first order to repeat order rate within 60 days
Start with a target of 20 percent sample to order conversion
Aim for 30 percent quote to booking conversion after process is refined
Review lost deals monthly and tag reason: budget, timing, no response, fit
Double down on industries with fastest repeat order cycle

Urgency and Offers

Position free sample as limited to qualified local workplaces each month
Offer priority delivery slots for bookings confirmed within 48 hours
Create a first order bonus: free coffee upgrade for qualifying team lunches
Offer meeting bundle pricing for lunch platter plus coffee service
Use monthly sample days in key business suburbs to create urgency
Promote staff appreciation and client meeting dates as booking triggers
Use end of quarter, EOFY, and training day messaging for timely offers
Hold quote pricing for 7 days to encourage action without pressure
Offer a fast mover incentive for second booking made within 14 days

Guarantees and Risk Reversal

Offer an on time delivery promise for agreed delivery windows
Promise fast issue resolution if any item arrives incorrect or missing
Use a first order satisfaction check within 30 minutes of delivery
Make the sample risk free with no obligation and simple booking path
State clear dietary and order confirmation process to reduce buyer anxiety
Reinforce local owner involvement for accountability and flexibility

Shock and Awe

Include a handwritten note with every sample delivery
Add a printed menu with tailored recommendations for their team size
Include one small complimentary treat in first sample box
Drop off sample in branded packaging that feels polished and office ready
Surprise first time clients with a free coffee add on for key meetings
Send a thank you card after the first paid order with rebook prompt

After (Customer)

1. How I Deliver a World Class Experience

Onboarding Experience

Send a warm booking email within 15 minutes with order summary and delivery details
Include a simple 1-page menu PDF with platter sizes, coffee options, and dietary notes
Share a named contact for the order so clients know exactly who is handling it
For first orders, confirm headcount, timing, access, and dietary needs by phone or text
Offer a free sample box for qualified local workplaces before their first full booking
Add a "What to expect on delivery day" checklist to reduce stress for office admins

Communication Cadence

Send booking confirmation immediately after order is locked in
Send a reminder 24 hours before delivery with final order, time, and contact number
Text when the driver is en route with ETA and setup needs
Confirm delivery completed with a photo of setup when appropriate
Follow up the same day with a short thank-you and rebooking prompt
Check in 7 days later for repeat needs like meetings, onboarding days, or monthly lunches

Client Education

Create a quick guide: "How much catering to order for 5, 10, 20, or 50 staff"
Provide a dietary options sheet covering vegetarian, gluten-free, and common requests
Share a coffee service guide with ideal event types and minimum notice needed
Offer a planner PDF for office managers with cutoff times and ordering steps
Build a short FAQ on delivery windows, invoices, setup, and last-minute changes

Personalized Touches

Add a handwritten thank-you card to every first order
Include a small free treat on first bookings or milestone orders
Note client preferences like no onion, extra napkins, or stronger coffee setup
Celebrate repeat milestones like 5th order with a free sample add-on
For client-facing meetings, add a subtle branded setup card with the host company name
Send a birthday month coffee voucher to key office contacts when known

Visuals and Documentation

Use clean, consistent platter presentation for every delivery
Take simple styled photos of platters and coffee setups for internal quality checks
Send a post-event photo recap for larger office events when suitable
Keep a reusable order brief template for timing, access, contacts, and dietary notes
Use labeled platters so teams can spot dietary-safe options fast

Feedback and Proactive Support

Send a 2-question feedback message after each order
Ask about food quality, delivery timing, and ease of booking
Log issues in a simple spreadsheet until a CRM is added
If something is missed, call first, fix fast, and follow with a make-good offer
Review repeat feedback monthly to improve menu, portions, and delivery flow
Tag clients by order type so future suggestions feel relevant, not generic

Guarantee or Promise

Promise on-time delivery within the agreed window or include a make-good item
If quality misses the mark, replace or credit the affected item quickly
Offer a risk-free sample for suitable local workplaces before larger bookings
Keep pricing clear upfront with no surprise add-on fees

Operational Excellence

Set a standard delivery window and communicate it clearly on every order
Arrive in clean branded attire with tidy, professional setup materials
Use a pre-departure checklist for cutlery, napkins, labels, and dietary items
Confirm building access, parking, and lift details before delivery day
Keep backup contact numbers for reception and the main organiser
Standardise setup so every order looks polished, even for small team lunches
Offer easy reorder options from past orders to save busy clients time

2. How I Increase Customer Lifetime Value

Renewals & Contracts

Offer weekly catering retainers for 4, 8, or 12 deliveries per month
Give 10% off for monthly prebooked catering schedules
Offer quarterly catering plans for training days and client meetings
Add annual office catering agreements with fixed delivery windows
Include net 14 invoicing for approved repeat business clients
Lock in current pricing for 6 months on recurring agreements
Offer one free coffee add-on after 6 prepaid recurring orders

Upsells & Cross-Sells

Add coffee carafes to every lunch platter quote by default
Offer morning tea platters to lunch clients for same-day events
Add pastries, fruit boxes, and snack platters as meeting extras
Offer premium platter upgrades for client-facing meetings
Add staff celebration packs for birthdays and milestone events
Offer last-minute top-up boxes for teams that grow on event day
Cross-sell coffee service to offices booking only lunch platters
Cross-sell lunch platters to clients who first book coffee service

Bundling & Packaging

Create Lunch + Coffee bundle priced below separate line items
Build Small Team, Meeting, and Office Event catering packages
Create weekly team lunch packs for 5, 10, 20, and 30 staff
Offer training day bundles with morning tea, lunch, and coffee
Build client meeting bundles with premium presentation upgrades
Add simple per-head package pricing to speed repeat ordering

Loyalty & Retention Programs

Launch a repeat booker program with rewards at 3, 6, and 10 orders
Reward every 5th order with free sweet treats or coffee upgrade
Give priority delivery slots to repeat monthly clients
Offer VIP menu previews to top repeat accounts each quarter
Send a thank-you gift box after a client’s 10th order
Create a house account for frequent offices to simplify rebooking

Custom Services and Personalization

Save each client’s team size, dietary needs, and favorite items
Create prefilled reorder menus for each repeat office account
Offer branded meeting setup for premium business clients
Add white-glove setup and collection for larger office events
Build custom recurring menus for offices with weekly bookings
Flag vegetarian, gluten-free, and dairy-free preferences in records

Pricing Strategy

Set bundle pricing to lift average order value above single platters
Offer 5% prepay savings for 3-month recurring catering plans
Use premium pricing for urgent orders and custom presentation
Create minimum order thresholds for free delivery by zone
Review local catering competitors and raise prices if under market
Test higher pricing on coffee add-ons for convenience value
Keep entry platters affordable, then upsell premium extras

Customer Data and Insights

Set up a simple CRM in HubSpot Free or Airtable for all accounts
Track order frequency, average spend, and last order date
Tag clients by industry, office size, and preferred order type
Create follow-up reminders at 14, 30, and 60 days post-order
Track which sample recipients convert into repeat buyers
Log dietary requests to improve future upsell recommendations
Review clients inactive for 45 days and send reactivation offers
Measure top bundles and top upsells monthly to refine menus

3. How I Orchestrate And Stimulate Referrals

Referral Incentives

Referrer gets 10% off next booking after first paid referral
Referrer gets free coffee add on after 2 paid referrals
Referee gets free sample box for their office trial
Referee gets free coffee upgrade on first catering order
Offer team lunch credit for offices that refer another office

Shareable Assets

Create a simple refer a workplace landing page with short form
Give clients a referral email template they can forward in 1 click
Create a LinkedIn message template for office managers to share
Add a referral card to every delivered order with QR code
Include a thank you card with sample boxes and first orders
Use a short case study PDF for easy internal sharing

Timing and Triggers

Ask after a smooth first paid order and positive feedback
Ask when a client rebooks within 30 days
Ask after a team event, board meeting, or training day success
Ask when a client praises food, coffee, or delivery reliability
Add referral ask to follow up email sent 1 day after delivery
Add staff checklist prompt after every happy customer reply

Client Success Stories

Collect short testimonials from office managers after each event
Ask for one line feedback on taste, ease, and punctual delivery
Turn testimonials into simple image posts for LinkedIn
Build mini case studies for local offices with repeat bookings
Feature before after stories from sample to recurring client
Share stories that highlight one supplier for food and coffee

Partner or Affiliate Programs

Partner with local office cleaners and virtual assistants
Partner with meeting venues and coworking spaces nearby
Offer partners $25 credit or gift card per paid referral
Create a simple partner code to track each introduction
Recruit 3 local business connectors as referral ambassadors
Target accountants, printers, and real estate suppliers

Thank-You Experience

Send handwritten thank you notes to every successful referrer
Surprise top referrers with a free platter for their team
Give quarterly VIP referrers first access to seasonal specials
Publicly thank referrers on LinkedIn with permission
Drop off a small coffee treat for offices sending 3 referrals

Arlo & co coffee

Your 1-Page Marketing Plan is Ready!