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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 Conversation™
folder Referral Process/ Misc.
private Referral Conversation™ -> Referral Conversation™ Misc.
private Referral Process/ Follow-Up Phone Call -> Referral Process/Follow-Up Phone Call Misc.

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