When is the best time to ask for a referral?

In an age where much people find services online, word-of-mouth is still a key marketing technique. Grabbing those word-of-mouth referrals is still possible, but did you know you can go online to get them. If you’re running a financial planning, accounting, or any other advice-based business, we’re here to help.

First, you don’t ask for referrals. You earn them

For many, the idea of asking for a referral can feel awkward, especially if you haven’t truly earned your client’s goodwill. On the other hand, when you do something great for them and create some “great” will, securing a referral is easy.

When that greatwill moment rolls around, you’ll find yourself in the perfect position to request a referral. We like to think of these times as “earn moments”. If you’re not sure what an earn moment is, here are some of our best examples:

  • You resolved the problem your client shared with a highly favourable outcome.
  • Your amazing advice leads to outstanding results.
  • A client decides to accept your proposal.
  • Your latest catch-up meeting felt great.
  • You helped them achieve something, e.g. a loan approval or an insurance claim, or a tax deduction is heading for your client.
  • Your client rates you a 9 or 10 Net Promoter Score.
  • Your client leaves a 5-star Facebook review.
  • After your client attends an event you’ve hosted.

Each of these feel-good earn moments provides an experience illustrating that you’re someone they can trust and recommend to someone else.

Once you highlight your earn moment, it’s time to ask your client to refer one of their peers to you. We call this peer-to-peer referrals. To make your life a little easier, Feedsy has something that goes one step further in streamlining the referral process.

Making your client’s referral effortless in their moment of greatwill

By now, you may have recognised that a little effort goes into making referrals. Your client might feel overwhelmingly enthusiastic about your services, but they’re not sure how to push you in the direction of their friends. For them, this could feel a little awkward too. Plus, you don’t want to rely on them simply passively mentioning you at networking events.

This is where FeedsyReferrals comes in. By sending a simple link to a referrals page, we make it easier for your clients to recommend you to a friend. In essence, it’s a ‘recommend a friend’ link, which businesses worldwide use. All you need to do is seize your moment of great will, inform your client about the easy-to-use link, and see how easy it is for them to say “YES!” when you ask for that recommendation.

If you want to streamline your referral efforts and amplify your word-of-mouth marketing, check out FeedsyReferrals today. With referral automation, your marketing efforts will become easier.

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