REFERRAL PROCESS – STEP 4 – Education

Step 4 – Referral Education System

Service, Product, Retail, Construction, Professional services, Employee, and Volunteer … it doesn’t matter. A referral system should include 7 basic steps that helps you identify and succeed in ways you never imagined. It is the basic understanding on how to apply the Referral Flood program to Your Business or Organization .

Step #4 – Most people when meeting with a potential referral source will not only increase the number but the quality of referrals if you educate them on:

  1. Who makes a great referral.crop
  2. What’s in it for them to provide a referral.
  3. How to refer you.
  4. The exact steps you plan to take with that referral.

If people don’t know who makes a great referral they will either never refer or pass you leads that are not qualified at all. I always likened it to buying a new car. You very seldom see one till after you buy it. Afterward, you see the car at every corner. If you tell people what opportunity it is, it may come knocking.

You need to provide an incentive to refer someone to you. Don’t just assume they are going to do it. But before you can construct an incentive, be sure to understand what may motivate them. Some people will be satisfied with recognition, others discounts on future purchase and others may want referrals from you.

Many times people will misunderstand not only who to refer but what to say when referring you. Defining who you are to your referral partner is extremely important. Not being a client they may not understand exactly what you do. So to communicate that, the description must be short and to the point.

It is also imperative that you tell people what you are going to do with the referral. They are not going to send their friends and family to someone that is going to relentlessly pursue them. Tell your partners the exact steps you will take and do them. It will go a long way in developing the trust you need.