How to orchestrate referrals

Discover how you can take a proactive approach to leverage referrals

Yes, referrals are one of the best, easiest and warmest forms of new leads and clients.

But how can we take a more proactive approach to tap into who your clients know?

This is where orchestrating referrals come in.

What does orchestrating referrals actually mean?

Put simply, It’s a system with two distinct stages;?

1. Set a certain amount of time after you’ve worked with a client, for example, three months
2. When that time period has elapsed, ask them to share your Assessment Quiz with their contacts, specifically, the ones they know could benefit from your services

Why should I use my quiz to orchestrate referrals?

Asking your client to share your quiz is a positive and sensitive approach. It allows their contacts, aka your new prospects, to determine if they resonate with you and if now is the right time for them to explore working with you.

Best Practices for setting up your referral orchestration system

1. Save your clients the leg work by writing the communications for them. All they have to do then is copy and paste the info to a few of their relevant contacts.

Keep it short and sweet like this example:

Hey NAME,?

I’ve been working with Rob from ActionCoach and they have this really nice new tool to help identify the key focus you need to work on next.

I wanted to share in case it's of interest for you, I personally think it’s worth checking out:?

rob.xxxxxxx.com

P.S. If this resonates with you and you want an intro to Rob just let me know

1. Don’t forget to set up reminders to ask your clients to share your quiz. As soon as you have concluded your work with them, put a reminder in your calendar to reach out in X months time (we think three months is appropriate).

If calendar reminders don’t work for you, maybe build it into other periodical processes you have going on, such as making it a part of your quarterly review.

Key takeaway

Don’t leave referrals to chance, set up your system, build it into your processes and start proactively orchestrating referrals on a more regular and predictable basis.