Kyle Wiggs / Writing / Running the firm

Running the firm

Clients cannot refer you if they cannot describe you

The reason you get fewer referrals than you should is almost never reluctance. It is that your client does not know who to look for.

The failure mode

"If you know anyone who might benefit from our services, we would appreciate an introduction."

It asks the client to do the categorisation work. They will not, because they cannot — they have no idea which of their friends fits.

Specificity is the mechanism

"We do our best work with people within two years either side of selling a business" gives them a pattern to match.

Now a name occurs to them, or it does not. Either way you have made it possible.

A vague request produces no referrals and no information. A specific one produces both.

Ask at the right moment

After something went well and they said so. Not at the end of a review as a routine item.

Asking immediately after solving a problem is natural. Asking on a schedule is a script and it reads as one.

Make the introduction easy

Offer to draft the message. Say what you will do with it and how quickly. Remove every step that requires effort from the person doing you a favour.

The professional version

With accountants and lawyers, be specific about the situation rather than the client type: a business owner mid-sale, someone who has just inherited, a divorce with a retirement account to divide.

Professionals refer against situations they recognise, not against demographics.

Close the loop

Tell the referrer what happened, whatever happened. The most common reason someone refers once and never again is that they never heard anything back.

The compliance note

Any compensated arrangement is regulated under the Marketing Rule and requires disclosure. Uncompensated introductions from happy clients are a different thing, and the distinction matters.