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Financial Services Professionals How
Ginger Works with Financial Services Professionals Asking
For and Receiving Referrals Checklist Top Ten Keys for A Successful Representative |
Entrepreneurs and Business Owners
Asking For and Receiving Referrals Checklists
Asking For Referrals
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1. _____
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When
I am with a client that I want referrals from, I ask for referrals
100% of the time.
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2. _____
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Everyone in my network knows the services I offer, and the Benefits. |
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3. _____
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I tell my Alliance group who to refer to me once a week. |
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4. _____
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I refer people to my Networking groups and my clients weekly. |
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5. _____
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I have completed the WWWH on each client/company I want to be referred to. |
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6. _____
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I have a script that includes the WWWH to ask for the referrals I want. |
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7. _____
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I counter the "I can't think of anyone now" comment with specific triggers of memory. |
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8. _____
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Asking for referrals is as important as any other step in my agenda with my clients. |
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9. _____
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I tell my new clients that I will be asking for referrals from the first appointment. |
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10. _____
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I get to the affirmative(stating their benefits) before asking for referrals. |
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11. _____
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My expectation is to receive quality referrals from every client. |
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12. _____
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I have a sheet in my agenda for client meetings to record referrals. |
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13. _____
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I file the sheet on the referral in my client's file so I can update him/her on the referral. |
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14. _____
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My clients usually call or contact the person to let them know I will be calling. |
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15. _____
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My clients/centers of influence know how I call and contact the people they refer. |
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16. _____
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I call/contact the person referred to me within 5 working days. |
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17. _____
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I send a thank you note/e-mail or call to thank anyone who refers someone to me. |
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18. _____
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Everyone in my office knows the steps to make this system flow. |
Receiving Referrals
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1. _____
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My clients/Networking groups know I receive referrals professionally and personally. |
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2. _____
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Every referral is valued and goes immediately goes into the system. |
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3. _____
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I add new referrals to my yellow card system/data base as soon as I return to the office. |
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4. _____
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I keep my clients/centers of influence up to date on the status of the people they refer. |
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5. _____
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I connect and find a common interest with the person referred quickly. |
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6. _____
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I return all calls timely. |
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7. _____
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I have empty file folders and plenty of room for new clients. |
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8. _____
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I contact the referred lead by letter before I call. |
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9. _____
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I have a marketing assistant that contacts a % of people referred to me. |
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10. _____
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I make sure people who are referred to me and want to stay on my mailing list- DO. |
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11. _____
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Receiving referrals is just as important in our office as asking for them. |
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12. _____
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I send a gift/flowers/lottery ticket when a referral becomes a client. |
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13. _____
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I get 95% of my new business from referrals. |
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14. _____
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I stay on my client's priority list by sending him/her referrals. |
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15. _____
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I repay my clients when the benefits my company provides exceeds their expectations. |
Ginger Cockerham, Master Certified Coach
214-342-1148
214-342-1147 (fax)
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