Define a useful referral
Explain the customer, problem, timing and service area that make a referral appropriate. Clear examples help others recognize opportunities.
- Describe the problem you solve
- Name who makes the buying decision
- Explain any location or project limits
Earn the right to be referred
People place their reputation at risk when making an introduction. Respond promptly, communicate professionally and deliver the experience your referral partners expect.
- Acknowledge introductions quickly
- Keep private information private
- Update the referral source when appropriate
Give referrals responsibly
Confirm both parties are a reasonable match and obtain permission before sharing personal contact details. Explain why the introduction may be helpful without guaranteeing an outcome.
- Verify the business can help
- Make a warm introduction when possible
- Never sell private referral information