ways to ask for referrals cold email


 

1) The client who needed help

This one has been around for decades. (There are no “new” ideas.) Someone had a problem and came to you. It might be a home repair. Maybe they wanted to sell their house. You did a spectacular job for them. The problem went away. They are more than satisfied.

2) The person who wanted to learn

There was a change in the tax laws. A client wondered if it applied to them. You are a CPA, so they called and asked. You explained it simply and thoroughly. They were happy. Logically, they know other people in the same boat.

3) The dissatisfied friend

You do a great job helping your client manage their investments. After presenting their quarterly review, they realize you provide great service. Your primary investment strategy is professional money management.

4) The social introduction

You want to meet someone influential. Through LinkedIn you have learned one of your first-level contacts knows them. Business might come long-term, but right now you want a social introduction. You call your first-level contact.

5) The more specific, the better

“Who do you know…” can sound very vague. People’s minds usually go blank. Detailed requests often focus their attention.

6) Problem – solution – action

Clients may be willing to make an introduction, but may not know how. You might need to coach them. Offering to meet together over dinner helps.

7) Exclusivity

Your client might assume you have all the clients you can handle. After all, you are always busy! Exclusivity sells. I learned this from the founder of a financial planning firm.


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