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REFERRALS
Referrals are not only for other people…
Referrals for ourselves are important
2
Do we generate enough?
Most people like to help
Choose when to ask for a referral
Ideally on a high – successful completion
3
Asking is based on confidence/belief
Must be specific…
Suggested questions…
Rehearse spontaneity…
4
Generating referrals for others:
• Based upon confidence in their ability
• Must be specific
• Not just a lead
– What comes on the ends of leads?
• Must be asked for
5
What is a third party referral?
An opportunity for a fellow member to present their
business to someone who is in the market to buy the
product or service where that presentation will be
expected and looked forward to.
6
A referral is an
OPPORTUNITY
It is not a guarantee!
7
Asking for referrals:
• Must not be ‘pushy’
• Must be natural
• Prompts helpful:
• CBC card book
• ‘Supporting local business’
8
Look/listen for an opportunity
Tell client you know someone who can provide the
service
Ask if OK for the client to be contacted
– potential referrals won’t take the initiative
9
Acknowledge referral and thank referrer
Make rapid contact with referral
Let referrer know outcome
Worst outcome is no/slow response and/or no come
back for referrer
10
Aim to become the ‘go to’ for
information and contacts
11

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CBC Referrals

  • 2. Referrals are not only for other people… Referrals for ourselves are important 2 Do we generate enough?
  • 3. Most people like to help Choose when to ask for a referral Ideally on a high – successful completion 3
  • 4. Asking is based on confidence/belief Must be specific… Suggested questions… Rehearse spontaneity… 4
  • 5. Generating referrals for others: • Based upon confidence in their ability • Must be specific • Not just a lead – What comes on the ends of leads? • Must be asked for 5
  • 6. What is a third party referral? An opportunity for a fellow member to present their business to someone who is in the market to buy the product or service where that presentation will be expected and looked forward to. 6
  • 7. A referral is an OPPORTUNITY It is not a guarantee! 7
  • 8. Asking for referrals: • Must not be ‘pushy’ • Must be natural • Prompts helpful: • CBC card book • ‘Supporting local business’ 8
  • 9. Look/listen for an opportunity Tell client you know someone who can provide the service Ask if OK for the client to be contacted – potential referrals won’t take the initiative 9
  • 10. Acknowledge referral and thank referrer Make rapid contact with referral Let referrer know outcome Worst outcome is no/slow response and/or no come back for referrer 10
  • 11. Aim to become the ‘go to’ for information and contacts 11