The Ultimate Referral System in 7 Steps
Find a Consultant Become a Consultant

The Ultimate Referral System in 7 Steps

The Ultimate Referral System in 7 Steps

By John Jantsch

The following steps are taken from the Referral Flood
Marketing Program
. Referral Flood is an insider’s shortcut
to referral marketing and features over 4 hours of audio
training, 54 real-world referral marketing systems, and a
host of referral marketing tools, letters, postcards and forms.

Step #1 – Create a referral target market(s) – you must
create a target list of companies and individuals who can be
motivated to refer. This can be clients or a network of related

Step #2 – Identify your ideal referral client – In order to
receive high quality referrals you must be able to quickly
communicate the exact type of person or business that
makes a great referral.

Step #3 – Create and communicate your core referral
message – you must be able to easily explain the value you
can bring to anyone who is referred. “We show estate
attorneys how to become famous.”

Step #4 – Design a referral education system – When you
meet with a potential referral source you can substantially
increase the number and quality of referrals if you systematically
educate them on: Who makes a great referral, what’s in it for
them to provide a referral, how to refer you, and the exact steps
you plan to take with that referral

Step #5 – Outline your referral lead offer and system – this is
the heart and soul of the system. This is where you devise the
creative offer that makes people want to refer you. Example:
Earn a 100% refund on your tax return preparation when you
refer 4 people who become clients.”

Step #6 – Create a referral conversion strategy – what good are
referral leads if they don’t become referral clients? You must map
out a specific set of steps that will allow you to convert your referral
leads. What do you do with a lead when the phone rings?

Step #7 – Identify a referral follow-up strategy – to bring your
referral system full circle you need to devise two follow-up steps.
1) a way to continue to market to your referral leads that don’t
immediately turn into clients and 2) a way to systematically
communicate the progress of a referral back to your referral
sources to keep them motivated.

Free eBook 
7 Steps to Scale Your Consulting Practice Without Adding Overhead

The Duct Tape Marketing Consultant Network has helped me to grow my business by over 40% in the last 12 months. ~ Michael Quinn - Michael Quinn Agency, Fargo, ND

2 Out-Of-The-Box Ways To Generate Referrals
Marketing Podcast with John Jantsch In this episode of the Duct Tape Marketing Podcast, I’m doing the final part of a five-episode solo show series where I’m covering one of my favorite topics: referrals. You can catch the first episode, second episode, third episode, and fourth episode of the Referral Generation series here. Key Takeaway: In this episode, I’m wrapping up […]
6 Simple Ways to Get Your Customers Talking
Word of mouth marketing is considered by many to be the most desired form of marketing. The trust, referrals, and overall brand-building buzz that’s garnered by customers spreading the good word to prospects are worth its weight in gold. Some products, services, and experiences naturally produce chatter, but there are certain things that any company […]

Subscribe to the Duct Tape Marketing Podcast

If you know your small business needs marketing, but don’t have the time or resources, look no further. The Duct Tape Marketing podcast covers everything from earning referrals to managing time and being more productive.