Steps in Giving a Referral
Steps in Giving a Referral
1. Do they have a need for a product or service one of your members offers?
If yes, when possible share your experience
2. Ask permission for the referral recipient to contact the prospect.
Example: “Is it ok if I connect the two of you?”
• If yes, tell them “I will have _____ contact you. Do you prefer to phone, text, or email? You may want to check back in with them during the process to see how things are going.
• If no, give out contact info of your member and say “is it ok if I give ____ a heads up that you might be contacting them?”
3. Send the referral and connect the two parties.
4. Check back with both parties to see “How did it go with _____?”
5. If appropriate share the feedback.