Referral Marketing for Small Business
Module 3
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Build Your Referral Process

Turn your referral moments into clear triggers, natural requests, easy referral methods and a process for receiving, following up and recording every referral.

~62 min 5 lessons0 of 5 complete
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This module covers:

  • When will we ask?
  • What will we say?
  • How will someone make the referral?
  • How will we know who referred them?
  • What happens when the new enquiry arrives?

Lessons in this module

5 lessons · ~62 min
  1. 3.1

    Decide When You Will Ask

    Locked

    10 min readNext lesson
  2. 3.2

    How to Ask Without Making It Awkward

    Locked

    12 min readNot started
  3. 3.3

    Make the Referral Easy

    Locked

    12 min readNot started
  4. 3.4

    What Happens When the Referral Arrives?

    Locked

    14 min readNot started
  5. 3.5

    Make the Process Work Without You Remembering Everything

    Locked

    14 min readNot started

Module resources

  • Referral Request Script Builder
    Template
    Open
  • Referral Process Builder
    Template
    Open
  • Referral Moment Map
    Worksheet
    Open

Put this module into practice

Before moving to Module 4: choose one or two referral triggers write one referral request you are comfortable using choose the easiest referral method for your customers make sure every new enquiry is asked how they heard about you decide where the referrer's name will be recorded decide who follows up referred enquiries create a simple thank-you process if you have a team, explain the process to everyone involved Do not worry yet about designing the perfect incentive. That comes next.

Ready to start Module 3?

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