What's your plan?

Hey y'all, I've had some great conversations with agents over the years. One thing that sets apart those who just scrape by from those who thrive is having an after-boarded strategy.

????????

Now, what exactly does that mean? Well, it's all about having a follow-up strategy after someone becomes your client, with the goal of generating (drum roll, please…) referrals! Yes, my friends, you have to ask for referrals!

??????????

So, let me ask you: What's your strategy for getting referrals? Let me share with you the approach I recommend to my agents:

Step 1: Stop by or give them a call a few days after they're up and running. Ask them how everything is going and, most importantly, inquire if there's anything else you can assist them with.

Step 2: After a week (assuming everything is running smoothly), reach out again and provide them with valuable information that can benefit their business.

????????????????????????

For instance, you could say, "Hey, [customer's name], I wanted to drop this off—a guide on syncing to QuickBooks to help you save time. Also, if you ever find yourself in a pinch and need quick cash, here's some information on cash advances. Additionally, I've included a guide on setting up auto-responses for positive Google reviews and handling negative reviews (although we know you never get any of those)."

Now, if everything is going well, it's time to ask:

"Hey, [customer's name], I just wanted to let you know that the way I make a living is through referrals. Are you happy with the service I've provided you so far? Can you think of anybody you know or any business that could benefit from my help?"

If there's a long silence or they can't provide referrals:

"It's absolutely okay if you can't or don't want to. A review or video testimonial would also go a long way."

????????????

Now, it's crucial to manage your expectations. If a customer doesn't believe you've done enough or isn't comfortable referring others, you won't get any referrals. So, move on and don't take it personally, no matter how much value you've provided them after the setup.

??????????????

But here's the most important part: If they do give you a referral, make sure to express your gratitude in a truly personalized manner.

"Hey, [customer's name], here's a gift card to the restaurant you mentioned wanting to try out with your wife. I really appreciate you introducing us to [new client's name]."

Remember, my friends, having an effective after-boarded strategy can make a world of difference in your success as an agent. So, go out there, ask for referrals, provide value, and show genuine appreciation. Wishing you all the best in your endeavors! ????