10 Ways To Get Referrals 

1. The Classic

Get someone you know to introduce you to someone who can be a prospective client.

Identify potential contacts first. Think about individuals or businesses who could benefit from your services. Consider your existing network, industry events, online forums, or social media platforms where your potential clients might be active. Think about your network and who would have connections to your ideal client and look for people in similar industries, professional organizations, or even social circles.

Do something helpful for them. Find out about them, their strengths, goals, concerns, the people who matter most in their personal and business lives. Find different ways to be helpful for them. Be kind to them, tell them stories about how other people have given you referrals, find out about their motivations and justifications to refer. Learn about their experiences, beliefs, and perceptions when it comes to giving and getting referrals. Introduce them to people, invite them to events.

Proceed to ask for Introductions. Reach out and politely ask your contacts if they would be willing to introduce you to the prospective client. It’s important to not just ask for a general introduction but rather be clear about the type of client you’re looking for and the ideal qualities. This will help them identify the most relevant person to connect you with. Offer to draft the introduction yourself, explaining who you are, what you offer, and why you believe you could be of value to the prospective client. Make it clear and easy for your contact to forward your message.

Follow up with them to ensure they’ve sent the message or made the connection. Be patient and respectful of their time. Once the introduction is made, reach out to the prospective client promptly. Reference the mutual connection and explain why you believe your services could benefit them. Focus on building a genuine relationship by listening to their needs, providing valuable insights, and demonstrating how your services can address their specific challenges or goals in their business. Consider if there’s something you can offer your referral sources in return for their help. It could be an introduction to someone who is a prospective client for them or offering your expertise on a relevant topic.

The Referral Navigator helps you formulate and implement referral strategies to further develop your business by improving the quantity and quality of referrals you generate from your existing clients and other professionals.


2. The Invitation

Get someone you know to introduce you to someone to feature in or participate in a round table, panel discussion, or presentation during an event. The event could be one you create or an event you attend.

Begin by identifying this individual who would be a valuable event contributor. Consider experts, thought leaders, industry insiders, or professionals with unique insights or experiences relevant to the event’s theme or topic. Look within your professional network, industry associations, social media connections, or past event attendees and consider factors such as expertise, credibility, speaking experience, and relevance to the event’s audience.

After identifying the potential participant, craft a persuasive request and reach out to someone you know who has a connection with that person. This could be a colleague, mentor, friend, or industry contact. Briefly describe the event details such as the topic, target audience, and the type of speaker you’re seeking. Clearly articulate why you believe the potential participant would be a valuable addition to the event and highlight the relevance of their expertise to the event’s theme or topic. Once your contact agrees to make the introduction, express gratitude for their assistance.

When reaching out to the potential participant, personalize your request to demonstrate genuine interest and appreciation for their contributions. Mention any mutual interests, connections, or experiences that could strengthen your request. Once their participation is confirmed, promptly address any questions or concerns they may have about the event and provide additional details including logistics, agenda, and any supporting materials they may need. Express appreciation for their willingness to contribute to the event and while not always necessary, consider offering some incentive for their participation. This could be exposure to a new audience, the chance to network with other attendees, or even a speaking honorarium if it fits your budget.

The Referral Navigator offers professional event moderation services. Elevate your professional network and boost your referrals with our exclusive virtual events or seek our help to create your own event. Review events we moderate and consider registering here: https://www.thereferralnavigator.com/events/


3. The Directory

Get someone you know to introduce you to someone you can add to a business directory. It can be a directory you create or it can be someone else’s directory.

Think about the type of people you want to include in the directory. Consider factors such as industry relevance, geographic location, size, and reputation. Leverage your network such as industry groups, professional associations, or even social circles, and identify who in your existing contacts interacts with these people. Reach out to someone you know who may have connections with these individuals and communicate your intention to expand your business directory. Write a compelling message to that person explaining why you believe the individuals they know would be valuable additions to the directory and politely ask for introductions. Offer to draft the introductory email yourself and provide clear steps, such as a link to your directory’s submission page or your contact information.

Here are some specific examples:

For a local business directory: Reach out to real estate agents, accountants, or marketing professionals who encounter new businesses regularly.
For a niche directory: Connect with consultants, educators, or influencers familiar with businesses in your specific industry.
For a directory you contribute to: Explore the existing directory’s submission guidelines and identify businesses that align with its criteria within your network.

When connecting with the people you wish to include, highlight the benefits of being listed in the directory, such as increased visibility and credibility within the industry, networking opportunities, and potential business partnerships. Provide them instructions for submitting their information or completing the listing process. If you want to offer value in return, consider how you can incentivize your connections to help you build your directory further. You can offer them a free listing in your directory (if applicable), promote their businesses on your social media channels, or connect them with someone else in your network who might benefit from their services.

The Referral Navigator features a business directory of legal, financial, and tax professionals curated from a network of referral-based clients and event participants. Contact us to get featured and connect with business owners and professionals nationwide who you might want to have as mutually beneficial business relationships.

View here: https://www.thereferralnavigator.com/directory/


4. The Bridge Builder

Get someone you know to introduce you to someone who you can introduce to a third person. e.g. Get John to introduce you to Paul so you can set up Paul and George to talk.

This nuanced approach allows you to get introduced to someone new while in the process of making a connection for the benefit of that new person and another person you already know.

To put this clearly, identify three people:

First Person: This is the person you know well who can make the initial introduction.
Second Person: This is the person you want to be introduced to by your first connection. They should have something to offer to the third person.
Third Person: This is another person you know who you want to introduce to the second person. It should be an introduction that is mutually beneficial for the second and third person.

Start by identifying the first person who has connections in the relevant industry or field. This could be a colleague, friend, or acquaintance who you believe would be open to making introductions. Reach out to this contact and explain that you’re looking to make a specific introduction to someone (third person). Be clear about who you’re hoping to introduce to and why. Briefly describe the expertise or skills of the desired second person and why you think they would be a valuable resource for the third person. For example, if you’re looking to introduce someone to a potential business partner, emphasize the mutual benefits of the connection.

Here is an example:

(speaking to a CPA) “I’m seeking a lawyer to introduce to an investment banker. Who is a lawyer I can introduce to the investment banker?

It’s important to provide any necessary information about the person you’re hoping to be introduced to. This could include their background, interests, and reasons for wanting to connect. Offer context and value by explaining how you know the third person and why you think a connection to the second person would be helpful. This demonstrates your understanding of both parties’ needs. After the first person has made the introduction, follow up promptly with the person you’ve been introduced to and suggest a time to connect or meet in person. Once you’ve established a connection with the second person, learn more about them before introducing them to the third person who may benefit from the connection. As the connections grow, continue to nurture the relationships with all parties involved. Stay in touch, offer support when needed, and look for ways to add value to the network.

The Referral Navigator can assess your current clients and prospects, and guide you in identifying these first, second, and third connections so you build mutually beneficial relationships and explore opportunities for business collaboration.


5. The Three-Way Conversation

Get someone you know to participate in a three-way conversation with you and someone else you know. Follow that up by getting that same person you know to bring someone they know to a conversation with you. Repeat.

The three-way conversation exchange refers to a networking strategy where three individuals exchange introductions or referrals to mutually benefit each other’s endeavors. Consider those individuals who are open to networking and have complementary interests, expertise, or networks. These individuals could be colleagues, industry peers, or acquaintances from your professional or social circles. Clarify the objectives of the conversation exchange with the participants. This could include expanding professional networks, generating referrals, exploring collaboration opportunities, or simply sharing knowledge and insights.

Reach out to someone you know (referral source), learning about their ideal client profile, the value they offer, and the types of professionals they want to meet. Find out who you can introduce to them and arrange that three-way conversation. Set the expectation that you will go first and they will reciprocate by introducing you to someone. Also, be clear that the two of you can continue doing that with and for each other. That referral source can connect you with someone in their network with needs that can be addressed by your expertise. Alternatively, they can introduce you to a professional who may also service those same types of clients with a different offering.

After you’re introduced, you then have a direct conversation with the potential client, discussing their specific challenges and showcasing how your services can overcome them.
This three-way approach leverages the power of your network. You have a warm introduction because your contact is vouching for you which increases trust and credibility. The referral source is making a targeted connection by ensuring that you reach the right person with the right needs. By leveraging your current network, you save time finding potential clients which means increased efficiency for your referral-driven business growth.

The Referral Navigator can help you set up and can also moderate three-way conversations where you hear from each person what they know about the other person’s personal and business strengths, expertise, experience, skills, knowledge, and relationships. Each person talks about the most important relationships with individuals and groups of people in the personal lives and professional lives of the other person. They will inevitably find gaps in their understanding of each other. After talking about each other, each person then talks about their own strengths and examples of the people and groups of people who are most important in their lives. This moderated approach is an effective way to build value, stay top of mind, and grow your network.


6. The Four-Way Conversation

Get someone you know to introduce you to someone you can bring to a four-way conversation. e.g. Get John to bring Paul to a conversation with you and George.

A four-way conversation typically refers to a discussion involving four participants, actively engaged in exchanging ideas and information. This type of conversation can occur in a variety of settings, from casual gatherings with friends to formal business meetings. A round of gold is a good example. The dynamics of a four-way conversation can vary depending on the context and the people involved.

In this type of conversation, each participant has the opportunity to contribute their thoughts, ideas, and perspectives. One of its strengths is the potential for synergy. As each participant shares their perspective, others can build upon them, leading to richer and more nuanced discussions.

Start by Identifying potential referral sources who are in a position to refer prospects to you. These could be existing customers and clients, or business owners or professionals in related industries. Reach out to these potential referral sources and propose a four-way conversation. Explain the purpose of the discussion, which is to explore ways to mutually benefit each other’s business development. Essentially you and another person are partnering to create a four-way conversation where each of you are bringing someone else into the conversation.

Once the conversation begins, take the time to establish common ground and build rapport among the participants. Share information about your respective businesses, your target audience, and any areas of overlap or synergy. Next, focus the conversation on identifying specific referral opportunities. Discuss the types of clients or customers that each participant typically serves and brainstorm ways in which you can refer potential leads to each other.

In addition to discussing referrals, look for ways to provide value to the other participants. This could involve sharing industry insights, offering helpful resources, or providing introductions to other contacts in your network. After the conversation, follow up with each participant to thank them for their time and reiterate your commitment to generating referrals. Keep the lines of communication open and continue to nurture your relationships with your referral partners.

The Referral Navigator can help you effectively set up and manage four-way conversations so all individuals involved are well introduced to each other and given ample time to express and exchange information about their business strengths, goals, concerns, and action plans. The Referral Navigator offers strategy, tactics, training and advice on who to do these conversations with, how to prepare for them, how to follow up after them and how to continuously improve the execution.


7. The Content Creator

Get someone you know to introduce you to someone so that the two or three of you can create content together. e.g. Get John to introduce you to Paul so that you and Paul or the three of you can co-write an article together or create a recording or video together.

Inviting prospects or professional referral sources to collaborate on creating content together can be an effective way to build relationships, demonstrate expertise, and potentially generate referrals. Look for individuals that you believe would benefit from collaborating on content with you and understand their backgrounds, interests, and goals. Personalize your invitation message to highlight the benefits of collaborating on content together and demonstrate you genuinely believe they would be a valuable partner in creating content.

Clearly articulate what you hope to achieve through the collaboration, such as sharing knowledge, reaching a wider audience, or providing value to your respective networks. Frame the collaboration as a win-win and explicitly mention the potential for referrals that could arise from the collaboration. Explain how working together to create valuable content can strengthen your relationship and increase the likelihood of referring business to each other in the future.

Here are 7 ways you can create content with your referral sources and prospective clients:

  • Co-Write Articles – Team up with your referral sources on a topic relevant to both your audiences or invite them to contribute to your blog as a guest author. This not only diversifies your content but also exposes your audience to different expertise.
  • Develop joint ebooks or white papers: Combine your knowledge to produce a valuable resource like an ebook or white paper. This establishes both of you as authorities in the field.
  • Be a Guest on a Podcast – Be a guest on your referral source’s podcast. Be interviewed while focusing on a topic of mutual interest. This allows for both of you to tap into your expertise and open up referral opportunities.
  • Host a Podcast – Invite your referral sources as a guest on your podcast. This allows them to share their story and reach your audience who can be good prospects for them while establishing you both as thought leaders.
  • Joint Webinars – Host a live session with a referral source where you discuss industry trends or answer audience questions. This format fosters engagement and allows both of you to showcase expertise and attract prospects.
  • Infographics – Collaborate on creating visually appealing infographics based on industry data or insights relevant to your target audience.
  • Contests or Giveaways – Co-host a giveaway or contest that appeals to both your audiences where part of the mechanics is to promote the content that you created together. This is a fun way to generate excitement and attract new followers.

Once the content is ready, promote it to your respective networks. This will help maximize exposure and engagement. After the collaboration, continue to nurture the relationship with the prospect or professional. Stay in touch, offer support or assistance when needed, and look for opportunities to refer business to each other in the future.

The Referral Navigator can advise business people on who to focus on as good sources of introductions for collaboration on content creation, the type of content to collaborate on with the new connection you make, how to establish a new referral relationship with the new contact, and how to reward the source of the introduction,


8. The Product Test

Get someone to introduce you to someone who can test your product or service and give you feedback.

First, determine the characteristics of the ideal tester for your product or service. Consider factors such as demographics, interests, expertise, and any specific requirements for testing your offering effectively. After identifying the ideal qualities of this person, tap into your network and reach out to contacts in your professional or personal network who may know someone fitting the profile of your ideal tester. This could include colleagues, friends, industry peers, mentors, or members of relevant communities or organizations. Ideal candidates would be someone in your target audience for the product or service, someone who has some experience with similar products or services, and someone who’s willing to provide honest and constructive feedback.

Prepare a clear and concise request outlining what you’re looking for and why. Provide context for the introduction by explaining who you are, what your product or service is, and why you believe the potential tester would be a good fit. Include any relevant information or materials that may help pique their interest and encourage them to participate. Briefly describe what it entails – the time commitment, type of feedback needed, etc. If possible, leverage mutual connections to make your request more compelling. Mention any shared contacts or relationships you have with the person you’re asking for an introduction to, as this can increase the likelihood of a positive response.

Don’t just ask for a favor. Explain how being a beta tester can benefit the person you’re introducing them to. For example, they may get a chance to gain a competitive advantage by utilizing your product before it launches and have the opportunity to shape the future development of the product.

Once the introduction is made, facilitate the testing process by providing the necessary materials, instructions, and guidance to the tester. Be open to their feedback, address any concerns or questions they may have, and make adjustments to your product or service as needed based on their input. After the testing process is complete, express gratitude to both the person who facilitated the introduction and the tester for their time, effort, and valuable feedback. Acknowledge their contributions and emphasize the impact it has had on improving your offering. THis product tester is now a new relationship you can nurture to create a new prospective client or a new potential referral source.

The Referral Navigator can help your business determine who to reach out to as a source of introductions to product testers, how to motivate them to make those introductions, and how to turn that new connection into a new referral source for your business.


9. The Advisory Board

Get someone you know to introduce you to someone to add to a formal or informal advisory board for your company or someone else’s company.

An advisory board is a group of individuals who are appointed or invited to provide strategic advice, guidance, and support to an organization, typically a company or nonprofit. These individuals are selected based on their expertise, experience, and industry knowledge, and they serve in an advisory capacity rather than having decision-making authority. They act as a sounding board for the leadership team, providing valuable insights and guidance to help the organization achieve its goals.

Generating introductions to potential advisory board members can be a strategic approach to expanding your network and building relationships. Here are tips on how to accomplish this:

Start by identifying individuals in your network who have connections to potential advisory board members. These could be colleagues, mentors, industry peers, or friends who have relationships with experienced professionals in relevant fields. Consider factors like:
Industry expertise: They should have extensive knowledge and experience relevant to your company’s industry or the industry of the company seeking advisors.
Strategic thinking: They should be able to provide high-level guidance and insights for long-term planning.
Credibility and reputation: Their presence on the board can enhance the company’s image and attract new opportunities.
Network and connections: They can connect the company to valuable resources and potential investors.

Provide context about your company or the company you’re representing, including its industry, market position, and growth trajectory. Help the mutual connection understand why you believe the individual they’re introducing would be a good fit for the advisory board and how their expertise could add value.

Request an Introduction: Politely request that your mutual connection make an introduction between you and the potential advisory board member. Provide any relevant information or materials that can help facilitate the introduction and convey your enthusiasm for the opportunity to connect.

Follow Up Promptly: Once the introduction is made, follow up promptly with the potential advisory board member to express your gratitude for the introduction and to initiate further discussions. Be prepared to provide additional information about the advisory board and answer any questions they may have.

Cultivate the Relationship: Focus on building a positive relationship with the potential advisory board member by demonstrating your commitment to the advisory board’s success and seeking their input and feedback. Keep them informed about developments within the company and involve them in relevant discussions and decisions.

Remember that this technique can be used by you even if the advisory board is not for your own company. You would still get to meet the new person who is being suggested for the advisory board even if the advisory board is for someone else’s company.

The Referral Navigator can help your firm decide which advisory board to grow, who would have the connections you are seeking, how to approach them and motivate them to make those introductions, how to handle resistance they may present, and how to build a new referral relationship with the new suggested advisory board member.


10. The Content Reviewer

Get someone you know to introduce you to someone who can review your content before you publish it.

Identify a trusted connection first: Reach out to someone in your network whom you trust and who is likely to know individuals with expertise in content review. This could be a colleague, mentor, industry peer, or friend who is knowledgeable about content creation or has connections in the field.

You can Identify these people who fit two categories:

  • Content Expertise: They should have a strong understanding of the subject matter covered in the content. Look for editors, industry professionals, organization leaders, or academics in the field.
  • Target Audience Connection: Ideally, they should also have some knowledge of the target audience. This could be someone who shares the audience demographics or someone who works in a related field.

Clearly communicate to your trusted connection that you’re seeking someone who can provide valuable feedback on content before it is published. Emphasize the importance of quality control and ensuring that the content meets its intended objectives. Give your trusted connection some context about the type of content being created, such as blog posts, articles, marketing materials, or presentations. Explain the topics covered and the audience targeted so they can identify a suitable reviewer.
When reaching out to the new connection your referral source makes to someone who can review the content, highlight the benefits for that new connection:

  • Professional Development: Reviews are a learning experience. Offer to share the revised content after incorporating their feedback, showcasing the editorial process.
  • Future Collaboration Opportunity: They might be interested in contributing to content or collaborating in the future.
  • Content Credibility: Having their name associated with quality content (with their permission) can enhance their credibility.

This framing positions the review as a valuable exchange, not just a one-sided request.
Provide the content reviewer with the content you’d like them to review. This could be a draft of an article, blog post, marketing copy, or any other type of content. Be clear about your expectations and any specific areas you’d like them to focus on. Be open to feedback provided by the content reviewer with an open mind and consider their suggestions and recommendations for improving your content, even if it means making revisions or changes before publication.

Thank the content reviewer for taking the time to review the content and provide feedback. Let them know how much you appreciate their insights and how valuable their input is. Continue to nurture your relationship with the content reviewer, even after the content has been published. Keep them updated on your future projects and seek their input on new content initiatives. Building a strong relationship with a content reviewer can lead to ongoing collaboration and support where you can turn reviewers into referral sources.

The Referral Navigator can help a professional to identify the content creator, the source of the introduction to the content reviewer, and how to motivate the source to make the best possible type of introduction.

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