Get Your Referral Source Involved

10. Get the referral source involved in connecting (introducing) you to the new prospect.

    To make a truly strong connection, you should always have your referral source facilitate the connection to the prospects. Your clients often know the best way to contact each person they refer to you, so take advantage of that. One of the easiest ways to get introduced is through email. Have your referral source send an introductory email on your behalf and CC you. If you need some ideas about what the email and other introductions can look like, our Scripts Book is full of examples for you to use.

    Once you agree on what the introduction will look like, don’t leave the conversation without knowing who’s going to do what by when?

    Today: Have your referral sources facilitate introductions, and follow up with them to make sure they don’t forget. If you need to, email them a sample they can use to send to your prospects.

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