Mid-Day Power Partners
Santa Rosa, California, USA

A GOOD REFERRAL by Caren Parnes


Please note on our referrals slip that there is a "thermometer" on the right with numbering 1-5, with 1 being "tepid" and 5 being "hot."
The numbers are there because there are all sorts of possible referral types.

A "5" referral can be either a "self" referral--I KNOW I am going to use this person's services--or a client who absolutely intends to do business with the person whom you are referring. This is a "sure thing" referral.

But please be aware that you do NOT have to have a guaranteed referral to give a referral slip. The only requirement to make a referral legitimate (as opposed to a "lead"--which is fine to give, but just can't be counted as a referral) is that the potential client has said they are fine with the member contacting them and have given their phone number.

Within that requirement can be a range of possibilities. The BNI member could be one of several people competing for the potential client's business--the BNI member has entree, but is not guaranteed the work. The BNI member may be discussing a possible project with the potential client that may not turn into work for quite a while--prospecting for the future, you might say. The BNI member may need to help the client figure out just what they need--it may end up being your service/products--or it may not.

In all of these cases they are legitimate referrals because you are being introduced to someone who wants to meet you. However you are still responsible for "closing" the business.

However when you are looking for referrals, do be careful that the prospective client really does want to speak with the BNI member you are referring. Quite often, a referral is given, the BNI member calls (often repeatedly) and there is no response from the prospective client. There may be legitimate reasons for this, but this is not really a qualified referral if the person was not interested enough to actually return a phone call.

One other tip on referral giving-getting. It is a good idea to follow up a referral slip with a conversation with the BNI member about the referral you have given. If you have specific information about the prospective client that could help the BNI member "close" the business, please provide this. And as a courtesy, the person receiving the referral should make the contact in a timely manner and give the person who referred them feedback on how the contact went.

Hope this helps a little in your quest to give good referrals!


 
 
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