Referral marketing is about doing many little things properly and developing a system to actively market for referrals. Show you customers your referral process, identify the steps that will be taken when you receive a referral and build confidence in the people that want to send a referral to you. When you identify the steps on, “How to Refer” your business, you are telling the referring party that their recommendation will be handled professionally. Make the “How to Refer Us” document part of your marketing kit and promote it!

Identify Your Referral Process

Introduction We believe that referrals are the true measure of success and our clients satisfaction. It is a great honor to receive a referral and your confidence and trust in us. We believe it is important that your referral to us understands what we do, how we do it, and to establish great communication right from the start.

How Do You Send Us a Referral?

Let your referring party know the best way to contact you with a referral. Simply call (xxx-xxxx) or e-mail (your e-mail) the information to me, and I will personally contact them. Also, I recommend sending them to our website to learn more about us.

How Would I Spot Your Ideal Client?

Describe your ideal target client and be specific as possible. What do they need; Do they need a new kitchen, bathroom, addition, windows?

Geographic location; Where do they live in relation to the radius you cover in your metro market?

Demographic; Is your ideal client a family, young married couple or empty nesters? Do they live in older homes and plan on staying to raise their family, or are they busy people that tend to update their home instead of fully remodeling it?

What do they value; Is this potential client looking for a professional remodeler and appreciates craftsmanship, attention to detail and a team dedicated to customer service?

How would I best Communicate What You Do?

Describe how you would like your company’s team and expertise explained and how you are unique. What do you do best?

Your Client Referral Process.

What happens when your receive the referral? Tell them a little about how you will introduce yourself and your company to this referral prospect. When you receive this referral, how and when will you contact them? What will happen next?

I will personally contact your referral within one business day. I will engage in conversation with them and discuss their needs, desires and what they would like to accomplish. We will set a time and date for a consultation and I will direct them to our website case studies to review other testimonials.

What Others Are Saying About (Your Company Name). Share client testimonials and case studies.

Referral Rewards Program.

Have fun with getting referrals. Offer incentives that appeal to your ideal clients. Whether it be a night out for a fancy dinner, a gift card to Starbucks or getting creative by having a referral rewards program, the idea is to be creative and market you program. Make people aware of your referral program, your referral process and get everyone on your team into marketing.

Remember, whether you know it or not, you are in the marketing business!