A man gasping at his mistake to represent a bad referral generation strategy

Generating referrals is a powerful way to grow your client portfolio, but getting your network to send them your way can be challenging. In fact, one innocent mistake could be stopping your network from sending you referrals altogether. In this blog post, we’ll explore a scenario that illustrates the common mistakes people make when trying to generate referrals and provide insights and strategies to help you maximize the number of referrals you receive. By the end of this post, you’ll have actionable tips to start generating more referrals from your network.

Referral mistake

Facebook icon to represent good referral generation

In one of the Facebook groups I regularly frequent, there was a request for a speaker with expertise in ‘Design thinking’.  I, like many of the people in the group, assumed this meant an expert in ‘Design’ and made appropriate recommendations. It then transpired that ‘Design thinking’ is actually nothing to do with the discipline of design. (Who’d have thought it!!). And, that, I thought, was that.

Until I received a polite note from a friend saying that she would have been a great fit for this opportunity. It wasn’t an antagonist note, and there was no hint of malice, aggression or negativity.

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Why didn’t I recommend my friend for the opportunity?

Let’s see beyond the obvious, i.e. I didn’t know what ‘Design thinking’ actually was, and go a little deeper. I knew my friend for one set of expertise, not anything related to ‘Design thinking’.

So there was a disconnect with how my friend had been communicating her expertise to both myself, but also her wider network. This was severely hampering her referral generation from her network.

When you think about how a referral is actually triggered, it is a combination of the following:

  • an opportunity occurs, e.g. the request on the Facebook group
  • credibility, i.e. who do you know who is credible in this area?
  • visibility, i.e. who pops into your mind?
  • goodwill, i.e. who do you like and want to help?

The challenge my friend faced, and many of us face, is the credibility factor. If we don’t educate our network on the types of people we work with and the value we bring to them, then very simply, we won’t get referrals from our network for the types of opportunities we really want.

We have a great course in my  Progress to Partner Academy called “How to become the Go-To-Expert”. that helps you to discover the steps to build your profile, how to grow your reputation, differentiate yourself from the competition and win new business. Check out it here!

What gets in the way of effectively educating our network about what we do? I.e. to help with referral generation

There are many things which stop us from educating our network effectively. These could be:

Not specialist enough: This is the situation where you are trying to be too many things to too many people. You often see this when people say they specialise in broad swathes of their marketplace such as ‘high net worth individuals’, ‘SMEs’, ‘entrepreneurs’, and ‘large corporates’.

Too many specialisms: This isn’t quite the same as not being specialist enough. This is where someone has many specialisms, and so stops being memorable for everything they do. The more information you give to your network to remember about you, the stronger the likelihood that they will forget the key things they need to remember.

Not enough profile-building activities: We are all busy people these days. As a result, we spend less and less one-on-one time with people. This means that the day-to-day stuff we communicate via social media is very important for letting people know what we do and the results we achieve. This could be via LinkedIn, Twitter, Facebook and your blog. If you expect your network to remember what you do ONLY via limited face-to-face interactions, you will miss out on referrals.

Are you struggling to get referrals and win work for your firm? Get your hands on my free guide to getting referrals (over 50 tried and tested tips to help your network pass more work to you. Click to Get the Guide Here.

Need Help with You Business Development Habit?

Business Development success doesn’t happen overnight. It takes time! When you cultivate a business development habit, and make time for regular acts of business development, you will see the benefits, and your partners will notice you!

When so much else is competing your time, it’s easy to think you’ll think about business development activities later. Or when it’s quieter. But the problem here is that then, days, weeks and months go by and you have done barely any business development activities.

It’s time to think about working consistently on these activities by creating a new habit. It doesn’t have to take hours of your time. You can start with just ten minutes a day. Having successful business development habits that help you consistently grow your client portfolio is key if you’re wanting to be seen as someone who could make it to partner in a Big 4 firm I have carefully curated some of my best advice, guides and exercises on how to get a Business Development Habit from my Progress to Partner Academy and they are available to you here for just £6! (£5+VAT)

Get my Business Development Habit pack and you can watch my videos on:

  • How to make time for business development
  • How to generate a lead & get prospects over the line
  • How to structure your business development activity
  • How to develop work from existing clients

​and more…take the first step to taking control of your own career and starting learning how to get a Business Development Habit here for just £6! (£5+VAT)

Read: The 4 ingredients you need to understand to start getting more referrals

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In summary:

In conclusion, the success of your referral generation efforts hinges on the messages you communicate about yourself and what you do. You must communicate the right messages if you want your network to become your best referral generation source. This means being clear about the kind of work you do and the value you provide to your clients. Doing so will make it easy for your network to refer you regularly and to the right kind of work.

Take a look at how my Progress to Partner Academy can help even the most reluctant networker to build a partner-sized client portfolio – Progress to Partner & Business Development

Remember, effective referral generation is all about building strong relationships, providing value, and communicating your message clearly. By focusing on these key factors, you’ll be well on your way to generating more referrals and growing your business.

If you’d like a bit of help to get referrals and win work for your firm this guide is for you! Get your hands on my free guide to getting referrals (over 50 tried and tested tips to help your network pass more work to you. Click to Get the Guide Here.

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