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REFERRAL BLUEPRINT
GROW YOUR BUSINESS THROUGH WORD-OF-MOUTH

There’s no better endorsement than a satisfied customer! Starting a referral program can be a great
way to grow your business by leveraging the networks and connections of those you’ve successfully
worked with in the past.

HERE’S HOW:

1. ASK!

Most people are happy to pass your

name on to someone they know you
2. MAKE REQUESTING REFERRALS AN
can serve – but they often won’t do so
AUTOMATIC PART OF YOUR PROCESS.
until asked.

At the point your client has achieved

their initial goal, or their program is
complete, ask them for a referral.

3. MAKE IT EASY.

Tell your clients and customers exactly

what you’re looking for so they know
who to connect you with. 4. HAVE A CLEAR CTA.

Be specific about what you’d like them

to ask their referral to do. Do you want
them to ask their contact to call you, go
to your website, send an email, fill out a
form? Or do you want their contact info
so you can initiate the connection?
5. MAKE IT SIMPLE.

Don’t ask people to jump through hoops

just to get a name and number to you.
Quick and easy is best.

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6. REWARD YOUR REFERRERS.

If someone goes out of their way to

provide a lead to you, show them your
appreciation with a referral gift. It can
be as small as a Starbucks gift card, or
as large as a percentage of the purchase
price, if their referral ends up working
with you.

7. RETURN THE FAVOR.

If you can refer someone or do a favor in

return, do so!

8. KEEP ASKING.

Every six months or so, follow up with

your old customers and clients to see
how they’re doing and if there’s anything
you can do for them. At the same time,
remind them you’re always looking for
new referrals.

9. TAKE EXCELLENT CARE

OF THE REFERRALS.

It goes without saying that you want to

give great service to ALL your customers,
but going above and beyond for
someone a previous customer sent your
way lets the referral (and the referrer!)
know that you appreciate them.
10. FOLLOW UP.

Add the referral to your follow-up

process. (You ARE following up with
leads, aren’t you??)

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