In this episode, we explore the proven framework for transforming your business into a referral-generating machine. This episode highlights eight strategic steps that successful businesses use to create a sustainable flow of quality leads and valuable referrals. From crafting exceptional customer experiences to implementing effective follow-up systems, we break down exactly what you need to do to build a thriving referral network.
Learn how to create memorable customer experiences that naturally lead to referrals, build authentic relationships that stand the test of time, and implement a referral program that turns satisfied clients into passionate advocates.
We explore practical strategies for leveraging testimonials, maintaining top-of-mind awareness, and mastering the art of follow-up. Plus, discover why gratitude isn’t just good manners – it’s a powerful business strategy that can transform one-time referrals into a consistent stream of opportunities.
Key Takeaways:
• How to map and optimise every touchpoint in your customer journey
• The art of asking for referrals without feeling awkward
• Creating a referral program that incentivises and rewards loyalty
• The importance of prompt follow-up and maintaining communication
• Practical ways to show gratitude and maintain long-term referral relationships
• Tips for leveraging social proof through testimonials and case studies
• Strategies for staying top-of-mind with your network
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Transcript
I want to talk about something
Speaker:very close to every entrepreneur
Speaker:and business owners hearts, and
Speaker:that is the concept of referrals.
Speaker:Referrals are like that
Speaker:perfect cup of coffee, warm,
Speaker:comforting and the absolutely
Speaker:perfect way to kickstart a day.
Speaker:Except in this case, referrals
Speaker:kickstart your client list.
Speaker:Now let's face it.
Speaker:A glowing referral is
Speaker:better than any paid ad.
Speaker:It comes with a gold stamp of approval
Speaker:that says you can trust this person.
Speaker:And I remember when I first launched
Speaker:my coaching business, I thought
Speaker:referrals would just happen.
Speaker:You know, like those viral cat
Speaker:videos where everyone stops what
Speaker:they're doing to marvel at a cat.
Speaker:Kitten sneezing.
Speaker:The spoiler alert though is referrals
Speaker:are not sneeze worthy kittens.
Speaker:They don't just appear, they're earned.
Speaker:And when you crack the code, referrals
Speaker:become your best marketing tool.
Speaker:cost effective and ridiculously powerful.
Speaker:But here's the catch.
Speaker:Most of us either forget to ask, we feel
Speaker:awkward about it, or at worse, we treat
Speaker:it like a drive through order or rushed.
Speaker:And transactional.
Speaker:And guess what?
Speaker:That doesn't work.
Speaker:So today I'm walking you through
Speaker:my referral magic framework eight
Speaker:practical, powerful steps to turn happy
Speaker:clients into your personal cheer squad.
Speaker:So grab your coffee or wine,
Speaker:or even, uh, your journal and
Speaker:your book and let's dive in.
Speaker:So before we kick off a couple of
Speaker:stats, , that will really reaffirm why
Speaker:referrals need to become part of your
Speaker:strategic framework in your business.
Speaker:A referred client is 30 percent more
Speaker:likely to stay loyal and they will spend
Speaker:about 24, 5 percent more over time.
Speaker:92 percent of people trust
Speaker:referrals from someone they know.
Speaker:Why?
Speaker:Well, it's because they come pre
Speaker:packaged with trust and credibility.
Speaker:Think of referrals as
Speaker:your VIP backstage pass.
Speaker:You know, instead of fighting your
Speaker:way through the mosh pit of cold
Speaker:leads, where everyone is jostling for
Speaker:attention, your whist pass the velvet
Speaker:rope straight to the main stage.
Speaker:And a referral is like that.
Speaker:It's your fast track to
Speaker:meaningful conversations.
Speaker:and long term business relationships.
Speaker:This makes referrals the most
Speaker:trusted form of marketing out there.
Speaker:And in today's world where ads pop
Speaker:up faster than you can say skip,
Speaker:word of mouth recommendations
Speaker:continue to reign supreme.
Speaker:They are personal, they are genuine,
Speaker:and they cut straight through the noise.
Speaker:But let's address the
Speaker:elephant in the room.
Speaker:Why don't more of you
Speaker:actively ask for referrals?
Speaker:I reckon there's a few things going on.
Speaker:And, um, over the last couple of
Speaker:weeks, many of my clients have been
Speaker:talking about referrals, this is why.
Speaker:I know that these are the
Speaker:three things at play that stop
Speaker:us from asking for referrals.
Speaker:The first one is the fear factor.
Speaker:You know, many of you may be worrying
Speaker:that asking for referrals looks needy.
Speaker:it's a bit car yard salesy.
Speaker:It just feels, you know, really
Speaker:awkward and you don't really want
Speaker:to be that friend that's asking
Speaker:for help, this fear factor around
Speaker:looking needy, being car yard salesy.
Speaker:What am I going to say?
Speaker:How do I approach it?
Speaker:Stops people from doing it.
Speaker:The second thing that I'm
Speaker:hearing is we just forget in the
Speaker:hustle of delivering great work.
Speaker:The referral conversation often slips
Speaker:through the cracks and the final.
Speaker:Thing is, there's no system.
Speaker:We have no strategy in our businesses
Speaker:and without a system in place for
Speaker:referrals, referrals can end up as an
Speaker:afterthought, not as a cornerstone of
Speaker:growth, the very thing that they should
Speaker:be, they need to be part of your strategy
Speaker:in the same way that discovery calls,
Speaker:briefings, pitch processes, the sales
Speaker:conversation, delivering the work.
Speaker:doing the, recap at the end.
Speaker:It needs to be part of
Speaker:your sales strategy.
Speaker:So does any of that sound familiar?
Speaker:Are you worrying or are you
Speaker:fearful about asking for referrals?
Speaker:do you forget?
Speaker:Do you actually have a strategy for them?
Speaker:If any of this sounds familiar,
Speaker:don't worry because this
Speaker:is what we're fixing today.
Speaker:Let's break down the eight
Speaker:steps to referral magic.
Speaker:this isn't rocket science.
Speaker:And yet we all forget to do it, but
Speaker:it does require intentionality and a
Speaker:little bit of sprinkling of your magic.
Speaker:So I'm going to take you through those
Speaker:steps, step one to eight, get your pen
Speaker:ready, , or you can always download
Speaker:the transcript cause they're here.
Speaker:, and let's get going.
Speaker:So step number one.
Speaker:Identify your raving fans.
Speaker:Your raving fans are those dream
Speaker:clients who genuinely adore what you do.
Speaker:They know the results that you get.
Speaker:And you know who I'm talking about.
Speaker:It's the ones that send you those glowing
Speaker:emails that make you do that happy dance
Speaker:around your office or in your kitchen.
Speaker:They are the people who have
Speaker:Experience transformation
Speaker:through the work that you do.
Speaker:They're already prying
Speaker:to sing your praises.
Speaker:They think you're amazing.
Speaker:And what I would often suggest to my
Speaker:clients is find the top 20 percent
Speaker:is Purito's rule, 20 percent of your
Speaker:clients deliver 80 percent of your
Speaker:revenue, 80 percent of your joy.
Speaker:Uh, 80 percent of your effort, 80 percent
Speaker:of your, your results, transformational
Speaker:impact that you're making, find those
Speaker:20 percent because they are your
Speaker:referral champions, the ones who
Speaker:can't wait to tell others about you.
Speaker:So step number one.
Speaker:Step number two is when you've
Speaker:identified your clients, those raving
Speaker:fans, it's really important that you
Speaker:take the time, and this is why it has
Speaker:to be part of your sales strategy,
Speaker:your client management strategy.
Speaker:It's really important that
Speaker:you confirm the results and
Speaker:you take the time to do that.
Speaker:Before you can ask for anything,
Speaker:it's crucial to celebrate
Speaker:the wins with your client.
Speaker:This is not just about
Speaker:patting yourself on the back.
Speaker:It's about helping your client reflect
Speaker:on their journey and the transformation
Speaker:that you've helped them to achieve.
Speaker:Because here's the thing, people get
Speaker:so busy with their day to day that they
Speaker:sometimes forget how far they've come.
Speaker:The other thing that they
Speaker:do is we reset their norm.
Speaker:So where they're at six months
Speaker:later, three months later, four
Speaker:weeks becomes their new norm and
Speaker:they immediately start resetting
Speaker:that for their next period of growth.
Speaker:It's our job in the moment to take
Speaker:them back to where they started.
Speaker:This step reminds them of the
Speaker:value you've delivered and it
Speaker:builds the emotional connection
Speaker:needed for a solid referral.
Speaker:It reminds them how far they've come.
Speaker:It reminds them about the work that
Speaker:you've done and it reminds them and
Speaker:helps them acknowledge and take notice
Speaker:of the results that they've got.
Speaker:So for example, you might say,
Speaker:you know, remember, let's go
Speaker:back to when we first started.
Speaker:Do you remember how you
Speaker:were feeling back then?
Speaker:Do you remember what the challenge was?
Speaker:Do you remember when we first
Speaker:started talking what it was
Speaker:that you needed help with?
Speaker:When clients can see measurable
Speaker:results, when you can go and look at
Speaker:how far you've come, when they can
Speaker:see the measurable results, whether
Speaker:it's time saved, revenue gained,
Speaker:a shift in their team or reduce
Speaker:stress, whatever it may be, they
Speaker:become more invested in your process.
Speaker:So use specifics, quantify
Speaker:results whenever possible.
Speaker:And don't forget to sprinkle
Speaker:in a little bit of emotion.
Speaker:How does it feel now?
Speaker:How does it feel to have made that shift?
Speaker:How does it feel to have that
Speaker:weight lifted off your shoulders?
Speaker:How does it feel now for you
Speaker:to have got those results?
Speaker:Step number two is really important.
Speaker:It's important that you spend time there.
Speaker:I usually time step number two
Speaker:in about halfway through whatever
Speaker:the engagement with the client is.
Speaker:Now, step number three
Speaker:is about getting curious.
Speaker:This is when the golden
Speaker:question comes in.
Speaker:After confirming the results, you've
Speaker:got to ease into the conversation by
Speaker:asking, you know, given the success
Speaker:we've had together, do you know
Speaker:anyone else who might benefit from
Speaker:the same support, this transformation,
Speaker:getting these same results?
Speaker:Remember, this isn't just a question.
Speaker:What we're doing is actually.
Speaker:Sharing an invitation.
Speaker:This is an invitation to those
Speaker:raving fans to think about how
Speaker:they can, share what they have
Speaker:achieved with someone else.
Speaker:How you frame it matters.
Speaker:I want you to imagine this
Speaker:moment as sharing a great dinner
Speaker:recommendation with a friend.
Speaker:You're excited, it's conversational
Speaker:and authentic, not stiff or salesy.
Speaker:Think about this as wine and dine,
Speaker:not telemarketer at dinner time.
Speaker:Now I recently had a client who hesitated
Speaker:to ask for referrals because she
Speaker:thought it would come across as pushy.
Speaker:And so what we did is we practiced
Speaker:a more relaxed approach, like
Speaker:having a coffee chat and her first
Speaker:ask, oh, it made me so happy.
Speaker:Her first ask turned into not
Speaker:just one referral, but three warm
Speaker:introductions just because she
Speaker:kept it natural and conversational.
Speaker:Let's move on to step number four.
Speaker:Step number four is then about
Speaker:asking for the introduction.
Speaker:So step three is about getting curious.
Speaker:Do you know anyone?
Speaker:Step number four is then getting
Speaker:a little bit more specific,
Speaker:asking for the introduction.
Speaker:This is where the real magic happens.
Speaker:A passive referral of, you know,
Speaker:I'll tell them about you is
Speaker:nice, but I hate that word, nice.
Speaker:But an active recommendation
Speaker:is where the gold is.
Speaker:is because when someone actively
Speaker:introduces you, it eliminates the
Speaker:awkwardness of reaching out cold.
Speaker:So if someone goes, yeah, you know,
Speaker:you should reach out to Janine.
Speaker:, and that's where the conversation ends.
Speaker:It's, it's more cold.
Speaker:It's more awkward.
Speaker:But if.
Speaker:Someone, and this moves into the
Speaker:next step is someone actually says,
Speaker:let me introduce you to Janine.
Speaker:It's much more active.
Speaker:We get more results.
Speaker:It's like having your mutual
Speaker:friend host the party.
Speaker:So all you need to do is show up.
Speaker:So we want active introductions.
Speaker:We want to ask for introductions,
Speaker:which then leads me into.
Speaker:Immediately, step number five,
Speaker:where we want to take away the pain
Speaker:for the person making the referral
Speaker:want to make it easy for them.
Speaker:So let's be real you are not
Speaker:top of mind for your client.
Speaker:They are not thinking about you.
Speaker:They're not thinking and
Speaker:spending their days working out
Speaker:who they can introduce you to.
Speaker:They are thinking about their
Speaker:day, their responsibilities.
Speaker:Their day is filled with meetings,
Speaker:to do lists, maybe even juggling
Speaker:family and other responsibilities.
Speaker:So our job is to take away the
Speaker:pain, take away the heavy lifting
Speaker:and simplify the referral process
Speaker:for them, make it easy for them.
Speaker:So this is where I will write a short
Speaker:introduction email that I'll send
Speaker:to them to use to make the referral.
Speaker:I may even flick them my LinkedIn
Speaker:profile and a friendly summary so they
Speaker:literally can just forward that on.
Speaker:I might even , suggest a joint call
Speaker:or a meeting that they can facilitate
Speaker:over a coffee, lunch, breakfast, etc.
Speaker:I want you to think about this.
Speaker:It's a bit like pre slicing the cake.
Speaker:You know, everyone loves cake, but nobody
Speaker:wants the hassle of figuring out how to
Speaker:cut, where to cut, how big the size is.
Speaker:I don't want to look greedy,
Speaker:but you know, it just, we want
Speaker:to do is take out that hassle.
Speaker:So if we've pre sliced the cake,
Speaker:it's easy just to take a slice.
Speaker:And this is what we want to do for
Speaker:these people that are referring.
Speaker:We want to make it easy, we want
Speaker:to remove the pain, we want to
Speaker:make it effortless, because that
Speaker:will increase the likelihood that
Speaker:they'll actually follow through.
Speaker:Step number six is about
Speaker:following up respectfully.
Speaker:As I've said, Life gets busy.
Speaker:So even the most well meaning
Speaker:clients, even your raving fans,
Speaker:will forget to follow through.
Speaker:This is where you come in.
Speaker:Following up isn't about being pushy.
Speaker:It's about being helpful.
Speaker:Keep your tone light and friendly.
Speaker:You might go, you know, hey,
Speaker:just circling back on the
Speaker:introduction we chatted about.
Speaker:No rush.
Speaker:Just let me know if you need
Speaker:anything else or what I can
Speaker:do to make it easier for you.
Speaker:Always tie your follow up to
Speaker:the value that you're offering.
Speaker:Remember to do that.
Speaker:This isn't about you pestering them.
Speaker:It's about helping someone else
Speaker:benefit from your expertise.
Speaker:And as an aside, it helps
Speaker:that client look good too.
Speaker:It helps the referrer look good too.
Speaker:So step number six, step
Speaker:number seven, follow through.
Speaker:Nothing kills future referrals
Speaker:faster than an action on.
Speaker:your part.
Speaker:There is nothing I dislike more
Speaker:than making an introduction
Speaker:and then the person that I've
Speaker:referred in does nothing.
Speaker:Once someone makes the effort to
Speaker:introduce you, the ball is in your court.
Speaker:It is your responsibility.
Speaker:Make sure you respond promptly.
Speaker:Reach out to the referral and
Speaker:acknowledge the introduction.
Speaker:Let your client know how much you
Speaker:appreciate it and share whatever you do.
Speaker:Share any.
Speaker:Updates or outcomes from the connection.
Speaker:You know, I once referred a
Speaker:trusted vendor to a colleague
Speaker:and they never followed up.
Speaker:You can bet I'm never.
Speaker:Refer them again, they're
Speaker:certainly not top of mind.
Speaker:In fact, I found it
Speaker:quite inciting, inciting?
Speaker:I found it quite insulting.
Speaker:Your clients are putting their
Speaker:reputation on the line for
Speaker:you, so do not let them down.
Speaker:Make sure you take action.
Speaker:And then the final step.
Speaker:Say thank you.
Speaker:You know, gratitude
Speaker:is your secret weapon.
Speaker:A simple thank you can turn
Speaker:a one time referral into a
Speaker:steady stream of introductions.
Speaker:It's not just good manners,
Speaker:it's actually good for business.
Speaker:You know, send a handwritten note.
Speaker:In a world dominated by emails
Speaker:and texts, a handwritten card
Speaker:feels special and personal.
Speaker:You might offer a small, thoughtful
Speaker:gift, a coffee voucher or a favorite
Speaker:book or something relevant to
Speaker:your referee's interest can really
Speaker:make that lasting impression.
Speaker:Share a heartfelt email
Speaker:with a specific update.
Speaker:For example, you might go, Hey,
Speaker:thanks for your introduction.
Speaker:I've connected to Sarah and we're
Speaker:already working on an I can't thank you
Speaker:enough for helping make this happen.
Speaker:It means so much.
Speaker:If there's anything else I can
Speaker:do for you, please let me know.
Speaker:And I just want to reiterate
Speaker:this next level move.
Speaker:Keep, like I've just said there
Speaker:as an example, keep your referee
Speaker:updated on your progress.
Speaker:If you've reached out to the person and
Speaker:you haven't heard back, let them know.
Speaker:Let them know.
Speaker:You might go, Hey, Janine,
Speaker:I just wanted to update you.
Speaker:I've reached out to Sarah a couple
Speaker:of times, but I haven't heard back.
Speaker:I just thought you'd want
Speaker:to know because guess what?
Speaker:Your referee will likely step in and
Speaker:give things a little nudge for you.
Speaker:They've already vouched for you.
Speaker:They already believe in you.
Speaker:They already believe that you can help
Speaker:the person they've referred you to.
Speaker:And they'll want to ensure the
Speaker:introduction leads somewhere.
Speaker:Final thought here.
Speaker:Remember people love to help,
Speaker:but they also love to feel
Speaker:valued and kept in the loop.
Speaker:And by closing the loop with a sincere
Speaker:thank you and regular updates, you're
Speaker:not just showing appreciation, you're
Speaker:nurturing a relationship that could
Speaker:lead to more referrals down the line.
Speaker:When you combine gratitude with
Speaker:consistent follow through, you're
Speaker:planting seeds for a long term
Speaker:referral ecosystem that will keep your
Speaker:business growing for years to come.
Speaker:So there you have it, my eight
Speaker:step referral magic formula.
Speaker:If there's one thing I hope you can
Speaker:take away from today, it's this.
Speaker:Referrals don't just happen.
Speaker:They're earned.
Speaker:It's about you nurturing and
Speaker:they're fueled by intentionality.
Speaker:So let's quickly recap
Speaker:on the eight steps.
Speaker:Number one, identify your raving fans.
Speaker:Number two, celebrate with
Speaker:those raving fans their wins
Speaker:and confirm their results.
Speaker:Number three, help your raving fan, get
Speaker:curious about who else you could help.
Speaker:Get them to open the door for
Speaker:you for a referral conversation.
Speaker:Number five, ask for the introduction.
Speaker:Number six, remove the pain and make it
Speaker:easy for them to make their referral.
Speaker:Number seven, follow up respectfully
Speaker:to keep that momentum going.
Speaker:And, uh, Make sure you follow
Speaker:through every single time
Speaker:and finally say thank you.
Speaker:So here's my challenge for you.
Speaker:Pick one client, just one,
Speaker:who's been singing your praises.
Speaker:Go for it.
Speaker:I want you to implement
Speaker:these eight steps.
Speaker:It could be as simple as scheduling a
Speaker:quick call to celebrate their progress
Speaker:or drafting a friendly intro email.
Speaker:Small actions lead to big results.
Speaker:And the second thing I would do
Speaker:is put this referral magic process
Speaker:into your client management system.
Speaker:As I said, my referral magic
Speaker:process kicks off around halfway
Speaker:through a client engagement.
Speaker:Make it part of your process.
Speaker:We want to remove the fear.
Speaker:We want to make it easy, and we
Speaker:want to ensure that this becomes
Speaker:part of our ongoing process
Speaker:because referrals will keep your
Speaker:business going over the longterm.
Speaker:And here's a little favor
Speaker:I've got to ask from you.
Speaker:If you love this episode, I'd be
Speaker:so grateful if you can share it.
Speaker:If you can refer to this Unleashing
Speaker:Brilliance podcast with someone who
Speaker:you think might need a little bit
Speaker:of referral magic in their life.
Speaker:It could be a colleague, a friend,
Speaker:or even that one person who
Speaker:always, , meant to start asking
Speaker:for referrals but hasn't yet.
Speaker:Let's spread this brilliance together.
Speaker:And if you've got , any questions,
Speaker:Or any wins or just want to share how
Speaker:these strategies have worked for you.
Speaker:I'd love to hear from you.
Speaker:Send me a DM through any of
Speaker:the social platforms or even go
Speaker:old fashioned snail mail post.
Speaker:I'd love to hear whatever works.
Speaker:I'm here cheering you on every
Speaker:step of the way until next week.
Speaker:Keep showing up, keep
Speaker:delivering brilliance.
Speaker:And remember your next big
Speaker:client could already be working
Speaker:in and waiting in your network.
Speaker:All you have to do is unlock.
Speaker:Thanks for tuning in and
Speaker:I'll see you next week.