By ClientKeepersUSA - October 2023
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.
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.