I have an Ideal Client who has given me referrals but has not contacted the referrals for permission to send the books, newsletters, and follow-up call. What’s the conversation to have with the Ideal Client so that they will follow through and contact the referrals so that I can finish the process?

Article ID: 463
Last updated: 20 Nov, 2019

See page 5 & 6 of the Implementation Meeting Referral Conversation™ script and pages 5-7 of the Progress Meeting Referral Conversation.

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Home > Resources > The Referral Process Documents & PowerPoints > The Primary Referral Process

You will see two (2) scripts under ‘The Primary Referral Process’

1. End of Implementation Meeting Referral Conversation™ (Please review, specifically pages 5-6)
2. End of Progress Meeting Referral Conversation (Please review, specifically pages 5-7)

Two questions I would ask about the referral conversation
1. Did they clearly agree to contact their referrals (soon) and get back to you about sending the book(s)?
2. Did you email them a summary with clear instructions (as outlined in the script) of what to say to each referral using the M.I.S.C. information you gathered from them about the friends, family members, and colleagues to whom you are being referred?

You might add the question at the end of the Referral Conversation™, "When should I put a note in my calendar to follow up with you if I have not heard back from you before then to send the book(s)?"

Also listed in
folder Progress Meeting
folder Referral Process/ Misc.
folder Implementation Meeting
private Referral Conversation™ -> Referral Conversation™ Misc.
private Referral Process/ Follow-Up Phone Call -> Referral Process/Follow-Up Phone Call Misc.


Others in this category
b During the Referral Conversation™, I am frequently met with the answer that my clients’ friends do not trust the company name from previous experience and that it has nothing to do with me. Sometimes the clients admit to being selective in regards to whom they would refer. So, I am wondering what would be best to say besides, "Why don't we let them decide for themselves?” or, “Let's follow the process.” I find that they are resistant because of the above factors.
b I have put together a list of people I would like to meet; a Six Degrees of Separation list, but I'm not sure of the purpose of the list and where to go with it. What script do I use to contact these people? I know some of them through Church, and others I have never talked to. Am I approaching the people on this list to eventually complete their own Financial Road Map®, or am I wanting to meet them to tell them about the new direction of my business and asking where they feel I could meet potential Ideal Clients? Or am I trying to meet the people on this list for both reasons?
b What is the email template to send to the client after a Referral Conversation that the client can use as talking points when calling the person they referred to prepare them for my Follow-Up Phone Call?
b I'm going to start cold calling companies in my area to try and present the Ideal Life Group Presentation to their employees during their lunch break; a 'lunch n learn.’ I've come up with a basic script to use when making the initial call and I was hoping if you could run your eye over it to see if you think it would be OK or if you have any suggestions.
b I was just hired this week to work with a former professional (European, not NBA) basketball player. He does not have a lot of money, however he referred me to 3 current NBA players and a current college basketball coach of a major NCAA school. All 4 would qualify as Ideal Clients. All of them make between $1-6M / year income. One of the players is a veteran and has earned about $100M over the course of his career. My client is willing to help me meet these people. I spoke with my Accountability Coach about how best to pursue these referrals, and he suggested that I submit this question to you. Any recommendations?
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