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How to Refer Business Out So You Get Business Back | 857

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Manage episode 492353990 series 2834919
Content provided by Dave Lorenzo. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dave Lorenzo or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Many professionals fumble referrals and wonder why they don’t get any back. In this episode, Dave Lorenzo shares a battle-tested, five-step system for passing referrals that actually drives results. If you want to be the king or queen of referrals, this is your playbook.

Key Topics Discussed:

  1. Pre-Qualify Every Referral
    Never blindly introduce people. Always check with both parties first to confirm interest and relevance.
  2. Send a Thoughtful Intro Email
    Include bios, the reason for the intro, and a few suggested meeting times. Make it personal, professional, and useful.
  3. Get the Meeting Scheduled Quickly
    For virtual meetings: within 24 hours. For in-person: within 72 hours. Get it on the calendar or lose momentum.
  4. Attend the Meeting
    Your presence validates the referral and shows it's a priority. Even if you leave after introductions, show up.
  5. Follow Up with Both Parties
    Just like after a blind date. Get feedback, praise good fits, and learn from misfires.

Why This Matters:
Referral behavior is reciprocal. Sloppy referrals send the wrong message and erode trust. A tight, deliberate system builds a referral machine that feeds your business for years.

Links and Resources:

Call to Action:
Use this referral system once this week. Try it exactly as outlined. Then watch what happens. The return will speak for itself.

  continue reading

852 episodes

Artwork
iconShare
 
Manage episode 492353990 series 2834919
Content provided by Dave Lorenzo. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dave Lorenzo or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Many professionals fumble referrals and wonder why they don’t get any back. In this episode, Dave Lorenzo shares a battle-tested, five-step system for passing referrals that actually drives results. If you want to be the king or queen of referrals, this is your playbook.

Key Topics Discussed:

  1. Pre-Qualify Every Referral
    Never blindly introduce people. Always check with both parties first to confirm interest and relevance.
  2. Send a Thoughtful Intro Email
    Include bios, the reason for the intro, and a few suggested meeting times. Make it personal, professional, and useful.
  3. Get the Meeting Scheduled Quickly
    For virtual meetings: within 24 hours. For in-person: within 72 hours. Get it on the calendar or lose momentum.
  4. Attend the Meeting
    Your presence validates the referral and shows it's a priority. Even if you leave after introductions, show up.
  5. Follow Up with Both Parties
    Just like after a blind date. Get feedback, praise good fits, and learn from misfires.

Why This Matters:
Referral behavior is reciprocal. Sloppy referrals send the wrong message and erode trust. A tight, deliberate system builds a referral machine that feeds your business for years.

Links and Resources:

Call to Action:
Use this referral system once this week. Try it exactly as outlined. Then watch what happens. The return will speak for itself.

  continue reading

852 episodes

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