TAKE A PROACTIVE APPROACH TO LEVERAGE REFERRALS
Yes, referrals are one of the best, easiest and warmest forms of new leads and clients. But how can we take a more proactive approach to tap into who your clients know?
This is where orchestrating referrals comes in.
Put simply, It’s a system with two distinct stages;
1. Set a certain amount of time after you’ve worked with a client, for example, three months
2. When that time period has elapsed, ask them to share your Assessment Quiz with their contacts, specifically the ones they know could benefit from your services
WHY USE MY ASSESSMENT QUIZ TO ORCHESTRATE REFERRALS?
Asking your client to share your quiz is a positive and sensitive approach.
It allows their contacts, aka your new prospects, to determine if they resonate with you and if now is the right time for them to explore working with you.
BEST PRACTICES
Save your clients the leg work by writing the communications for them. All they have to then do is copy and paste the info to a few of their relevant contacts.
Keep it short and sweet like this example:
Hey NAME,
I’ve been working with NAME from BUSINESS NAME and they have this really nice new tool to help identify the key focus you need to work on next.
I wanted to share this in case it’s of any interest to you, I personally think it’s worth checking out:
name.timegainer.com
P.S. If this resonates with you and you want an intro to NAME just let me know.
Don’t forget to set up reminders to ask your clients to share your quiz. As soon as you have concluded your work with them, put a reminder in your calendar to reach out in X months time (we think three months is appropriate).
If calendar reminders don’t work for you, you could build it into other periodical processes you have in place. Eg. part of your quarterly review.
KEY TAKEAWAY
Don’t leave referrals to chance, set up your system, build it into your processes and start proactively orchestrating referrals on a more regular and predictable basis.
