Rounding Up Referrals

Referral sources have the potential to bring you OVER HALF of your annual business!


By ClientKeepersUSA - October 2023

Top of Mind Automated Client Marketing.
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Rounding Up Referrals
Add referral requests to all your marketing:
  • In your email signature
  • On your business cards
  • On your website
  • In all of your advertising
Ask for referrals:

At application - Thank them for their business, and let them know you will be sending a thank you card to the person that referred them, explaining that your business is built on referrals and emphasizing how much you appreciate them. Leave them with a few extra cards to give to anyone who could use your business.
At approval - This is an exciting and emotional moment for many. Send a “Congratulations on Your Approval” card or letter with more business cards and a note letting them know you’d love the opportunity to work with other clients like them. 
At closing - What a better time to let clients know how much you loved working with them, and how much you would appreciate working with others like them.
At follow - up after closing - Reminding past clients that you appreciate their recommending you is a never-ending job. Don’t ask for referrals in holiday or birthday cards. Do ask for them elsewhere.

Further ways to increase referrals:

Make sure to thank them as soon as you hear that they referred someone. Send a gift. It doesn’t have to be much, but send something as appreciation. Line up different gifts for each referral. Keep track of it all in your database.
Write a note from the heart. If referrals are truly important to you, spend a few minutes writing a heart-felt note. Your staff can substitute names and duplicate it, but the sentiment can speak volumes.

Effective ways to ask for referrals in writing:

What a better time to let clients know how much you loved working with them, and how much you would appreciate working with others like them.

  • “If you think that we are doing a great job, will you do us a favor? Don’t keep us a secret! Our business is built on our happy client’s referrals to friends and family members.”
  • “The highest compliment I can receive is a referral from a satisfied client.”
  • “If you know of anyone who may be in need of my services, I’d love you to pass on my name. Your friends and family members will receive the highest level of service I can provide.”
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© 2023 ClientKeepersUSA and its licensors. This article may be reproduced only in its entirety. ClientKeepersUSA is a marketing company based in Denver Colorado that assists professionals in increasing their repeat and referral business as well as building professional referral sources and prospecting new clients. www.KeepMyClient.com
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