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Business & Strategy · A Kansas City business law firm's one pager for the accountants who refer it, the monthly letter that keeps it in front of them, and the playbook for every issue

Hartwell Dunmore Referral Kit

Hartwell Dunmore Referral Kit, 1 of 4 Hartwell Dunmore Referral Kit, 2 of 4 Hartwell Dunmore Referral Kit, 3 of 4 Hartwell Dunmore Referral Kit, 4 of 4

What they asked for

“Hey Laura, we go quiet on the accountants who refer us.”

Read the full request

Hey Laura, we're a six-lawyer business law firm in Kansas City: business law, commercial real estate and estate planning for business owners. Our referrals come from accountants, wealth advisors and bankers, and we go quiet on them between deals. Make a one-pager we can hand the accountants who refer us, saying plainly what we do when one of their clients buys or sells a business, and a short monthly letter that keeps us in front of them. It should look like a serious business law firm, not a template. Invent the firm and the lawyers.

What came back

A referral one pager, a monthly letter and its playbook.

Make one like this

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