Ways to ask for referrals cold email
This one has been around for decades. 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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