10 Shades of a Referral

10 Shades of a Referral

Alex Dale of Vitality Health Care delivered the Educational Slot on Thursday 20th June 2019 on the different ways you can pass a business referral:

  1. I give a name and / or contact information only
  2. I give out literature art, business cards, or company information
  3. I authorise the use of my name
  4. I send a letter of recommendation with a testimonial
  5. I send a letter of introduction and a follow-up phone call
  6. I qualify a prospect’s specific need or interest and arrange permission for the referral source to call the prospect
  7. I qualify a prospect’s specific need or interest to connect the referral source and the prospect with the understanding that will meet for an appointment
  8. I qualify a prospect’s specific need or interest and arrange a three-way, face-to-face meeting where myself, the referral source, and the prospect are all present
  9. I describe products and services in person so well that I can tell the person I’m referring what a prospect specifically needs within their product or service.
  10. I bring my referral source a closed deal