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Steps To A Quality Referral

June 19th, 2008 · No Comments

I was visiting the Santa Monica Leads Club this week and Deborah Peters from Neuro Engineering Institute,  she is a personal growth and professional development coach,  gave the most wonderful 10 minute talk about quality referrals.  We all love to get quality referrals, that goes without saying.  But she outlined a few critical steps that can boost the effectivness of referrals  you give and it helps build trust in your business relationships.

1. Be certain you have rapport with the people you are referring.  They respect you and have respect for what you say and whom you associate with.

2. Advise each individual or corporate representative that you intend to bring them together, and the benefits of that liaison. 

3. Get agreement from both parties to meet, at least by telephone for a quality discussion. This defines the time and commitment and openness to meet

4. Facilitate the initial introduction, a three-way call is quick and easy.

5. Do a simple follow up call or email to both parties to ensure they are moving forward to meet. If they’ve decided not to continue find out what is behind this.  You will be further educating yourself on the effectiveness of your referrals.

Remember, your referrals are a representation of you and your professionalism.

Thank you Deborah!  What a great reminder of the power of our integrity.

Here is Deborah Peters and fellow Santa Monica Leads Club member Don Ogden of DDO Handyman

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