Strategy 0210 Minutes

The Referral Ask

Leverage your happy clients to find new ones. The key is to reduce friction and make it incredibly easy for them to say "yes."

The Concept

Most clients are happy to refer you, but they don't know who to refer or how to do it. By being specific about who you help and providing a pre-written intro email, you remove the mental load and make the referral process frictionless.

Execution Plan

1

List Your Top 10 (3 mins)

Identify 10 past or current clients who love your work and have a good network.

2

The "Specific Ask" (2 mins)

Don't ask for "anyone." Ask for a specific type of person (e.g., "Niche Owner"). This triggers memory.

3

The "Low Friction" Method (5 mins)

Send the email with the pre-written intro blurb. Make it copy-paste ready.

Phase 1: The Ask

Subject: Quick question Hey [Name], Quick question. We’ve really enjoyed working with you and getting [RESULT]. We’re looking to work with a few more clients like you. Does anyone come to mind who you’d feel comfortable introducing?

Phase 2: The Follow-Through

If they say "Sure" or "Maybe"

Send this immediately to make it easy for them:

Awesome. If it helps, I can send you a quick one-liner you can copy and paste for an intro. Totally optional.

Intro / Connection Templates

Give them one of these templates to copy and paste:

[NAME], I wanted to connect you with Sean Irabor. I’ve copied him on this message. His company NETFLY has been handling our Advertising/ Internet Marketing and doing a great job. I thought it would be great for the two of you to connect.
Benchmarks
30%
Conversion Rate

Referral leads convert significantly higher than cold traffic.

Zero
Acquisition Cost

The most profitable channel for any agency.

Pro Tip

Timing is everything. The best time to ask for a referral is right after you've delivered a "win" or a positive result for the client.