How to Use RMCRM to Plan Your Holiday Client Party

Client Christmas party

Holiday client parties are a great way to connect with your clients during the most social time of the year. Now is the time to start planning, especially if you want to host a sizable fête somewhere that isn’t your home. Places such as conference rooms, halls and restaurants begin booking up as the holidays approach as do caterers and party planners, so reserving and booking now will ensure you get your top choices. Planning a party can be stressful, but don’t worry: Referral Maker® CRM has you covered!

How to use the Business Mixer Template
The business mixer template was created to make it easy to plan parties for your clients and business contacts alike! First, log into Referral Maker and click on the template to create a new campaign for your party, making sure to add a title, description and date of the event.

Referral Maker will then generate a to-do list of activities to complete before the event. You’ll know when you need to send your invitations and email reminders and more!

It’s also easy to create your guest list. Referral Maker will make sure you invite your best clients! Once you’ve created your campaign, add your relationships, selecting all clients, just A+ clients or whatever you choose. If you want to add clients who may not be top referrers now, but you enjoy their company, you can add them separately.

Never forget a follow up
After the party, Referral Maker will remind you to thank your guests for coming to your party, either by calling them or sending a personal note.

If you’re not using Referral Maker, what are you waiting for? Visit for more information and to start using it today.

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