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Sales

How To Get Quality Referrals From Friends And Family

I’m a fan of Zig Ziglar. He has had a huge influence on how people do sales. His philosophy and approach focused on relationship building and customer service. 

If you’re doing sales as one small piece of your full day as a new services business owner, or if you’re working in sales exclusively, check out what he had to say. 

One thing he was a big proponent of was selling to your close friends and family. And if you’re not comfortable doing that, you need to reexamine what you’re selling to make sure you really believe in it.

Last week in the newsletter, I talked about the differences between a lead and a prospect. All prospects are leads, but not all leads can be prospects. The key, fundamental difference is that prospects have: (1) The need, (2) The desire, and most importantly (3) The financial capacity to implement the decision. 

Identifying who is really a prospect among your leads is called qualification. That’s not really what I’m going to talk about here. I will come back to that topic later.

By now, hopefully, you’ve got your business off the ground by doing great work for every friend and family member that needs what you do. You’ve done the jobs and been paid, maybe at a slightly discounted friends and family rate, and you’ve exhausted all those opportunities. (And if you haven’t done that… do it now! It’s the best place to start.) What do you do now? 

Ask those same friends and family for prospect referrals. 

“An addition to offering your services to close friends and relatives is that they will have a serious interest in your success and will be delighted to open doors for you to the best prospects of all.”  (Ziglar, 2013

From a high-level, here’s what Ziglar recommends: 

  • Ask for help. Approach different friends and family members you’ve worked with and ask if they will help. Similar to not selling your services to friends and family, which many people don’t do, this is a big missed opportunity. If you don’t ask for help, you’re not going to get it.  
  • Ask for the introduction. Once you’ve found some friends and family who are willing and eager to help you build your business, also ask if they are willing to make some introductions for you. 
  • Get a list of names. Now it’s time to sit down or do a video call and get specific about who they know that’s in the market for the services you sell. Get the names first. Don’t get into details yet. Just work on identifying the names. Once you have all the names, gather more details for each, such as contact details. 
  • Ask which ones to contact first. And then start qualifying.
    • “Once you’ve got your prospects, ask the ‘referrer’ to whom you should call on first, and work with the client to establish a priority list for your names. You will also obtain some ‘qualifying’ information (knowledge about the prospect’s ability to buy).”  (Ziglar, 2013
  • Keep your friend or family member updated on what’s going on.
    • “Keeping satisfied clients informed is good public relations and good selling, and it makes good sense.”  (Ziglar, 2013

You can learn more in his book

After going through this process with a handful of friends and family you’ve worked for, you now have a highly qualified list of prospects. And great people to refer them to you. 

You could get introductions via text or phone, then call your new prospects. Or you can use Quote Cactus. Here is how: 

  • Add the prospects you’ve collected.
    • But ask your friend or family to let them know you’ll be reaching out first!
    • They’ll be asked to explicitly opt in, so it’s less of a bother, and you’ll only be talking to those who are willing to help you out.
  • Reach out to your new prospects via messages. Work on getting to know them, ask the right questions, and really get to know them. The good thing is, all this is happening in one place for many prospects at once.
  • Once they’re ready to talk specifics, send them an estimate to start the conversation about their project. 

The best thing about this approach is that once you’ve built a solid customer base, you can repeat this process regularly to identify more prospects to talk to. But the key is doing good work, providing good customer service, and, through that trust, developing a relationship with clients who are ready and willing to help you out.