Module 5: Generate More High Quality Referrals

The Takeaway

Learn how to ask your best customers and centers of influence for introductions to people you could serve. 

By the end of this module you will…

  1. Eliminate the shortcomings of the “please keep us in mind” method of asking for referrals.
  2. Develop your own conversational method of asking your best clients for a warm introduction to people they care about.
  3. Create an action plan to cultivate strategic centers of influence that could provide a steady stream of referrals.

The Practice

  1. Tune in to your conversations with customers and recognize when you’ve earned the right to ask for a referral.
  2. Practice a four-part script to integrate a referral request into every appropriate customer conversation.
  3. Identify one strategic center of influence and develop a simple approach and development plan.

The Toolkit

  1. Fill in the blanks Referral Request Template
  2. Fill in the blanks Explicit Introduction Request Template
  3. Fill in the blanks “Who Do I know?” List
  4. Fill in the blanks Discovery Questionnaire
  5. Fill in the blanks Service Mantra Creator
9 Lessons