7 Steps to Maximize Referral Business
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Transcript of 7 Steps to Maximize Referral Business
Asking for Referrals
www.criteriaforsuccess.com@CFSPlayBook
Think of the easiest sale you ever made.
Was it a cold call?
(Probably not.)
The best way to find new business is to
ask for referrals.
Follow this
seven step processto get great, valuable referrals.
1. Ask nicely.
Never come across as being
entitledto the referral.
2. Help them think of someone.
Or better yet, present a list of
suggested referralsbased on their LinkedIn network.
3. Ask them why they thought of this person.
Your contact might have
valuable informationyou can use when you call.
4. Request an introduction.
In personis best, but email or phone will do.
5. Tell them you will stay in touch.
Let your contact know you
value their investmentin giving you a referral.
6. Treat your referral call like a cold call.
“Does my name ring a bell?”
7. Keep them posted.
Your contact will be invested in the
outcomeof their referral – close the loop.
A word on KPIs—
Track the number of referrals
requested,not just the number received.
Thanks – and stay in touch!
Looking for more sales best practices?Check out the CFS Sales PlayBook!