How to use a referral program as a marketing tool


MD Tax

Elliott Stone, Founder, MD Tax

MD Tax provides tax and consulting advice to Ontario medical doctors. By understanding the fundamental issues facing their clients, MD Tax can offer a transparent, efficient, tailored and personable approach to its services.

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Marketing goals

  • Provide excellent customer service to build client relationships 

  • Stay top of mind with clients and referral partners 

Actions and results

  • Send referral partners a care package to thank them
  • Develop a branded, thank you card specific to the medical industry
  • Show appreciation with Xero notebook and gift card

“A significant portion of our business comes from referrals, so it was important to develop a program to acknowledge and recognize client referrals. And the referral program has been a great way to show our brand’s values at relatively low cost. Since its launch, we have received very positive feedback from referral clients with their appreciation to receive the thank you package. Whenever our clients use the notebook or gift certificate, we hope they will recall the positive experience.”


“Put your own twist on what works to make it uniquely yours.”


  • Xero Store: Swag and print collateral to complement your offering

Elliott Stone, Founder, MD Tax

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