Passing Referrals – Good, Bad & Ugly
Posted by ScottOct 20
There are three ways to pass a referral – Good, Bad and Ugly – and I’ve seen them all! Many people think it is merely a process of passing one’s contact info to another. But that couldn’t be further from the case.
Passing a quality referral truly is an art. And if done right, it can really put you in a very positive light with those that you are passing your referrals to. (More about being a Rock Star referral passer at the end.)
Before we get to that, let’s get the bad and the ugly out of the way. Ugly is how NOT to pass a referral. In a nutshell an ugly referral is one where the person you are referring has no idea they are going to be contacted. You pass along their name and home phone number to someone and tell them to give your referral a call. When they do, it goes worse than a cold call. Thinking they are making a warm call, an ugly referral call goes something like this:
You: “Hello Mrs. Referral. Jim Dudd mentioned that you were looking for a widget and wanted me to give you a call.”
Mrs. Referral: “Jim who?”
You: “Jim Dudd.”
Mrs. Referral: “Oh yeah. Jim. But, who are you?”
You: “I’m a friend of Jim’s that works with him through referrals and he said to give you a call.”
Mrs. Referral: “Oh. Well, I no longer have the thing that needs the widget but thanks for calling.”
So Jim not only knew if Mrs. Referral really needed the widget, he failed to let her know that someone was going to be calling. Ugly!
Now, let’s look at a bad referral. It goes something like this…
Jim Dudd: “Hey there my friend. I ran into a buddy of mine a couple weeks ago and got to talking about the widgets you sell. It sounded like he needs one so I gave him your name and number. His name is Rob Jones so you know who he is if he calls.”
The only good things about that referral is at least the referred person knows who you are and how to get a hold of you. The bad part is it is a very passive referral in where you are relying on the referral to take action.
Switching gears, let’s look at a “Good” referral scenario. When crafting a good referral, the first thing you want to do is confirm there is a definite need and let the referral know you have just the person that can help. Give a good testimonial of his/her service and let the referral know you will have your contact call them. If you have one of your contact’s business cards on you, leave it with the referral.
The next thing you’ll want to do is immediately, or at least as soon as possible, call your contact to pass along the contact information of your referral and give a detailed account of the conversation you had with them. Now, when your contact calls your referral, not only is he expecting the call, he is in a proactive position to begin the buying process.
Want to be a Rock Star referral passer? Schedule a meeting between you, your contact and your referral to personally introduce the two people. It’s been my experience that when this is done, it significantly increases the odds that business will be done between them. Let me give you an example where this recently happened.
I was walking through a Business Expo last week when I was approached by one of the vendors to provide a marketing service. It turns out I didn’t provide that particular service but I knew someone very well that specialized in it and just so happened to also be a vendor at the Expo. I told the gal to hold tight for a couple minutes, went to the other guy’s booth, told him about the referral opportunity and took him over to personally introduce them to each other.
It’s still too early to know if business will be done between the two of them, but from the sound of the conversation, I can almost guarantee it will be.
So there you have it – the Good, the Bad and the Ugly in referral passing. There is one last thing to keep in mind. When it comes time for your contacts to pass a referral to you, are they going to be more apt to remember you and pass referrals to you if you pass bad/ugly referrals that end in frustration? Or would they be more apt to if you are passing Good and Rock Star quality referrals that lead to doing business?
Now, Go Get ‘Em!
