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THE ART OF REFERR ALS

BY PATRICK BET- DAVID

Finder Closer Builder

Hot Warm Cold

Existing New
Book Clients

Best Good
The Rest
clients clients

1. Manage expectations early 8. Give referrals

2. Water best relationships 9. Reward for referrals
3. Go above and beyond 10. Know what ideal clients look like

4. Be patient 11. Give a plan to help

5. Deeper relationship - Referral - Testimony - Renew

Acquaintance to Friend 12. Say thank you

6. Center of influence 13. Surprise them

7. Give stories of best clients

© V A L U E TA I N M E N T, L L C . A L L R I G H T S R E S E R V E D 2 0 2 1
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© V A L U E TA I N M E N T, L L C . A L L R I G H T S R E S E R V E D 2 0 2 1