We guide you through a 4-step process to help you increase referrals easily and comfortably.
Our guided approach is tailored to reflect your needs and priorities. The strategies are based on industry research as well as direct input from your clients.
This is the only referral program your clients will actually help you create.
1. Start with the facts
Your plan to increase referrals starts with an understanding of the psychology of referrals. Access practical training focused on how and why clients refer - and when they don’t - drawing on in-depth investor research.
2. Involve your clients
Your referral plan will be co-created with your clients. We’ll invite your clients to take 3 minutes to answer 6 questions tailored to reflect your business.Those insights will help you identify untapped referral opportunities, provide shareable content and craft meaningful stories that will drive more referrals.
3. Review your referral action plan
On your personal dashboard you’ll find the results of your client poll, in the aggregate as well as driven down to client level. Those insights will form the basis of a referral action plan that reflects what your clients need, want and expect.
Work with your coach to refine your referral action plan based on the strategies that reflect both the needs of your clients and your goals and priorities. From there, you'll confirm the specific steps you'll take to translate referrals into introductions, make it easy to refer and help clients spot a referral opportunity.