Understanding any individual blocks around being pro-active in asking for introductions & reframing the mindset to remove ‘the ick’.

Also recognising the drivers of why people refer in order to be able to engage with them in a more meaningful and value based way.

Looking at the range of people available to us. Identifying the low hanging fruit and discovering new opportunities for growth through people as yet untapped.

how to humanise your requests so the referral request feels comfortable for all involved.

You’ll learn the specific ways to make it easy for your would be introducers to refer you - all done in a completely human way (People refer you for what you do, not what you sell)

We’ll look at simple ways to be super specific without being salesy - great for immediate introductions.

And we’ll also discover your situational niches - the new way of looking at referrals that makes them all about solving problems not just sales funnels. This is the key to receiving consistent introductions to not only your ideal clients, but ones that are ready to use your services. 

This introductions could be external referrals (new contacts) or internally amongst your larger clients

Understanding the right time to ask (hint: it’s often much earlier than you think).

Working through your customer journey, starting from their first contact with you, to pinpoint the ideal times that referrals could be requested and highlight new opportunities to add value and create the ‘wow’ moments that facilitate introductions.

We’ll also look at the supporting messages and content that back up the personal requests to help build a culture of referrals both internally and with your audience.

The words we use are everything - for both us and the people on the receiving end.  We’ll work on the tones and tactics to use in each different scenario - both from an ongoing perspective, but also looking at specific campaigns that can be run for some quick wins (be that broadcast messages or personal contact).

This is also where we look at the systems and processes that sit behind the human first approach. How are referrals being tracked, followed up on, and the culture embedded.

A half day workshop followed up with an accountability / support session that focuses on the quick wins closest to you.

It’s an intense session, and here’s what we’ll cover

Opportunity Mapping

What are the potential focuses for referrals - whilst I appreciate you don’t have a huge range of services, we’ll still take a short amount of time to look at this.

Contact Mapping

Who’s available to us to make requests from, and which opportunity are they best placed to help us with?

Humanising Referral Requests

Being specific is the key to getting quick wins, but often where requests never get made for fear of feeling pushy.

There are 5 key ways of making a specific request, whilst it still feeling completely natural - like asking a favour from a friend.

We’ll uncover these, and work on the exact words to use along with when and how to use them.

Campaign Planning

This is where we finalise who’s being asked for what and when. Putting the planing from the first part of the workshop into place with the learnings from the referral request training.

We’ll set actions and ensure you’re ready and excited to go and implement.

For where referrals are still being led from the top.

A full day (can be split into shorter sessions) where we work through the entire framework together to leave you with the confidence, skills, and systems to be asking, and receiving, ideal client referrals consistently.

We’ll still do the campaign planning to generate the quick wins, but it will be underpinned with the broader systems, skills and processes that means referral requests happen naturally and consistently moving forwards.

Backed up by outside of session support via email (or talks if I’m in the office!) and two accountability / review sessions to make sure you implement! 

(further flexible support available post initial sessions, starts from £500 p/m)

Building cultures of referrals so that everyone customer facing has the skills & confidence to ask for referrals, and the business has the systems and processes to support this.

This would combine both enhancing your skills, with bringing your team into the fold as well

Four live sessions backed up by outside of session support to ensure implementation.

*Strategy, Systems, Process

An up to 3hr session with you to look at the existing set up, identify areas of opportunity, and any issues that may need resolving. We’ll also look at the systems, processes and structure required to make this an ingrained part of your lead generation strategy.

*Team Workshop

Highly interactive ½ day session with the whole team where we work through the framework to begin to build the Culture of Referrals that can have a huge impact.

A chance for people to work through their challenges, share their ideas, and come away with practical skills they can start using right away.

We’ll send everyone away with specific actions as well if you would like (I strongly suggest you do!)

*Campaign Planning

Session with you to take a deep dive into planning out specific outbound referral campaigns, both digital and in person, brand led and individual, to ensure the momentum built in the workshop follows through into action and ultimately results.

*Team Follow Up Session

An hour long online session where the team can feedback on any successes they’ve had, share challenges, and support each other in embedding best practice.