How to Approach Potential Referral Partners

Most sellers do referral prospecting backwards. Smart referral prospecting is NOT asking your warm network "Is there anyone in your network who might find value in taking a look at our Legal Time Tracking software?" You're almost always going to hear "Hm, nobody immediately comes to mind, but let me think about it." (They're not gonna think about it) Asking someone to scan through their entire mental rolodex of every single person they know isn't going to get you good referrals. You're asking for too much of the referrer.  -- Here's how I do outbound referral prospecting: 1. Start with the end in mind. Identify the prospect you want to talk to. (If you don't start with the end in mind, you're going to get a bunch of random non-ICP or out of territory intros, if you get any at all) - 2. Find mutual connections who actually know your target prospect. I like mutuals who have shared work history (you can find this in Sales Nav). If that fails, I'll look for shared membership in trade association groups or folks who have spoken on a panel/event together. - 3. Ask your shared contact for permission to make the introduction. Here's what I send: 𝘕𝘈𝘔𝘌, 𝘸𝘰𝘯𝘥𝘦𝘳𝘪𝘯𝘨 𝘪𝘧 𝘺𝘰𝘶 𝘮𝘪𝘨𝘩𝘵 𝘣𝘦 𝘰𝘱𝘦𝘯 𝘵𝘰 𝘮𝘢𝘬𝘪𝘯𝘨 𝘢𝘯 𝘪𝘯𝘵𝘳𝘰𝘥𝘶𝘤𝘵𝘪𝘰𝘯 𝘵𝘰 𝘢 𝘱𝘳𝘰𝘴𝘱𝘦𝘤𝘵 𝘰𝘧 𝘮𝘪𝘯𝘦 𝘺𝘰𝘶 𝘢𝘳𝘦 𝘤𝘰𝘯𝘯𝘦𝘤𝘵𝘦𝘥 𝘸𝘪𝘵𝘩? 𝘐 𝘢𝘮 𝘥𝘰𝘪𝘯𝘨 𝘴𝘰𝘮𝘦 𝘱𝘳𝘰𝘴𝘱𝘦𝘤𝘵𝘪𝘯𝘨 𝘭𝘰𝘰𝘬𝘪𝘯𝘨 𝘧𝘰𝘳 30 𝘔𝘪𝘯𝘶𝘵𝘦𝘴 𝘵𝘰 𝘗𝘳𝘦𝘴𝘪𝘥𝘦𝘯𝘵'𝘴 𝘊𝘭𝘶𝘣 𝘴𝘱𝘰𝘯𝘴𝘰𝘳𝘴 𝘢𝘯𝘥 𝘴𝘦𝘦 𝘺𝘰𝘶 𝘢𝘳𝘦 𝘤𝘰𝘯𝘯𝘦𝘤𝘵𝘦𝘥 𝘸𝘪𝘵𝘩 𝘕𝘈𝘔𝘌 𝘢𝘵 𝘈𝘊𝘔𝘌. 𝘐𝘧 𝘺𝘰𝘶 𝘪𝘯𝘥𝘦𝘦𝘥 𝘬𝘯𝘰𝘸 𝘵𝘩𝘦𝘮 𝘢𝘯𝘥 𝘧𝘦𝘦𝘭 𝘤𝘰𝘮𝘧𝘰𝘳𝘵𝘢𝘣𝘭𝘦 𝘸𝘪𝘵𝘩 𝘪𝘵, 𝘤𝘰𝘶𝘭𝘥 𝘐 𝘥𝘳𝘢𝘧𝘵 𝘢 𝘮𝘦𝘴𝘴𝘢𝘨𝘦 𝘧𝘰𝘳 𝘺𝘰𝘶 𝘢𝘴𝘬𝘪𝘯𝘨 𝘱𝘦𝘳𝘮𝘪𝘴𝘴𝘪𝘰𝘯 𝘵𝘰 𝘮𝘢𝘬𝘦 𝘵𝘩𝘦 𝘪𝘯𝘵𝘳𝘰𝘥𝘶𝘤𝘵𝘪𝘰𝘯? - 4. If your referrer says yes, ghostwrite them a message in THEIR voice. This helps remove as much friction as possible for the person who is making the introduction. Don't worry about including pleasantries in the message you draft (Ex. "Hope you have been well since our days working together at ACME!). I've found that most people delete the pleasantries you write on their behalf so it's not a good use of your time. - 5. If someone makes a referral for you, send them a thank you note + a gift. Seems obvious but this goes a long way. - 6. If you start to find success with outbound referral prospecting, consider adding an "outbound referral blitz" to your weekly prospecting cadence. -- Anything else you'd add re: prospecting for referrals?

✨How I boosted my referrals with one simple change: The 3-Call Method✨ If you’re in healthcare sales, you already know this: People don’t always respond on the first try. And sometimes, they don’t even remember your first try. So I stopped “checking in” randomly and started using a system I call: **The 3-Call Method: Not pushy. Just strategic. - Call 1: Value Only “Hi! Just wanted to let you know we’ve got full coverage in [area] this week if you need support. No pressure, just here to help!” ✅ Short, respectful, helpful. - Call 2: Share a Story “Quick update! We just helped a patient from your clinic, she had a chronic ulcer and we avoided a hospitalization. Thought you’d like to hear that kind of outcome. We are always ready for more.” ✅ Real proof builds trust. - Call 3: Direct Ask with Urgency “We’ve got one nurse available this Thursday for evals in your area. Would love to support if anyone’s being discharged or needs wound care follow-up.” ✅ Clear action, limited window. No chasing. No spam. Just consistency, empathy, and timing. And it works. Healthcare professionals began to see me not as a sales rep, but as a reliable partner. If you’re in the field: Which follow-up strategy is working best for you right now?

Last week, I turned 2 "not right now" deals into 15 referral introductions. Here's what I did: First, how about a few stats about WHY referrals are so key: - People are 4x more likely to buy when referred by a friend. - The Lifetime Value for new referral customer is 16% higher than non-referrals. - 83% of consumers are willing to refer after a positive experience—yet only 29% actually do. Okay, so we can agree this is important, yeah? And probably underutilized by you? Okay, let's proceed. Here are the steps I used: 1) Ask for help The hardest part is the START of the ask. "Gotcha, seems like this may not be a fit right now. But hey, before I let you go to your next meeting, mind if I ask a quick favor?" 2) Share your goal When selling Cutco knives in college, I would always tell people about my goals. I'm working to get back into that - a goal to positively impact salespeople while creating a life of abundance for me and my family. I'm in a service business - I train sales teams to build more pipeline - so a lot of the game is planting seeds and building long-term relationships "Here's my goal and I'd love to work with great people like yourself...:" 3) Clarity Clear communication is key. Saying "Who do you know?" is a lot different than "What VP Sales in Chicago that are company size 100-500 and building their SDR team"? 4) MAKE THE ASK For months, I was loose-lipping it: "Let me know if you come across anyone you think I can help". You know how many referrals I got? An unwavering 0. You know why? I was leaving the ball in THEIR court. "Let me know" is an entitled and lazy way to make an ask - and that's what I was doing. As soon as we hang up, the person is focused on something else - not on finding me a lead. Now, I say "We have a few minutes, who can you think of that might fit that description?" 5) Make it easy! I send a ghostwritten example of what they can send. I follow-up with them. I continue to follow-up if needed. I respond to the intro 6) Gratitude Say a heartfelt thank you. In some cases, I will send folks a handwritten note or - when a deal closes, I send a kickback to them either in a gift or cash. I want to reward the behavior and let them know how much I appreciate it. That's it. What else am I missing? PS - learned a lot of this from a session Alex Kremer did for our Alluviance community last month.

I booked 75 first meetings over three months last summer when I launched Inspirewell. 99% through outbound. My totally repeatable trick? Ask for a referral on Every. Single. Call. Prospect calls. Customer calls. Partner calls. Build the habit to not leave any commercial calls without asking for someone else to speak with. Here is a simple 4 step framework I follow: Toward the end of the call, ask for permission to ask one more question. “Hey, before we jump, okay if I ask one last thing?” Describe several characteristics about what kind of a referral you are looking for, e.g. company size, company sector, position, personality traits, etc. The idea is to help narrow their field of vision a bit and make the task seem more approachable. Use an open-ended question. Not “Do you know anyone?” but rather “Who do you know?” Make it a low-friction ask. Not “That would want to partner with us?” but rather “That may benefit from a quick call with us?” All summarized the ask may look like this: “Really great chatting with you today. Before we jump, would it be okay if I ask one more quick question?” “Thanks. Generally the right person for us to speak with is someone that is only 1-3 years into managing sales people. Who do you know in your network, maybe someone that you used to work with, that may benefit from a quick call with us?” And shut up. You won’t hit every time. But you’ll certainly get a lot more contacts than by not asking. Happy Selling. What other referral strategies work for you? P.S. - I keep this sticky note on my computer to always remind myself of this practice. Even after years of practicing this, I still find myself wanting to chicken-out sometimes!

The proper way to ask for referrals is the way where you do 95% of the work for the person you're asking to go to bat for you. Here's an example - with scripting - that's worked for me since the Nixon administration: Step 1 - Ask for permission: "Hey Keith! Noticed on the ol' LinkedIn that you were connected to Dan Wardle over at Noibu. Do you happen to know him well? Taking a look at his company, I'm confident we'd be able to add as much value to his team as we have been to Bullhorn over the past few years. If I wrote a separate email that includes a bit of context as to why I'd like to meet him, would you feel comfortable forwarding it along to him and seeing if he's open to an introduction? That way, if he's not interested, he can decline to take the intro, and you haven't really used any social capital on your end. All you did is forward along something from me. 🙂 What do you think?" Once Keith agrees to make himself useful, comes the next step... Step 2 - Writing a forwardable "opt-in" email: SUB: Intro to Dan at Noibu? "Hey Keith - how'd the month end up for your team? Noticed you're connected to Dan on LinkedIn - do you happen to know him well enough to feel comfortable making an introduction? I saw they added some BDRs and AEs to the team over the past few months. Given how much your GTM team has been engaged with and loved Sales Assembly over the past few years, I was hoping he'd be interested exploring how we could possibly be supportive to him and his team as well! If he's not interested in that, I'd still invite him to join our monthly Executive Revenue Leader Peer Group, so that he can jam with a room full of 30-50 of his VP and C-level peers every month.  We'd love to have him there as our guest. If you don't know him that well or just aren't comfortable, all good. Just figured I'd float this by you. Thanks!" What happens next? Keith forwards that to Dan. Now, is it possible that when he forwards that to Dan, he simply says "See below - interested?" Sure, I guess so. What's more likely? He forwards that to Dan and says: "Hey Dan, see below. Not sure if you've heard of Sales Assembly, but they've been an amazing partner to us at Bullhorn over the past few years. No obligation to take the intro, of course, but I think at the very least it would be worth connecting with Matt." Back to the original point about doing 95% of the work for your advocate, what did I ask Keith to do? Nothing. Just click forward on an email. I didn't ask him who he knows that might be interested. I did the work for him. I didn't ask him to look through his connections. I did the work for him. I didn't even ask him to endorse us. I just presumed he would anyway. And they usually do. This works when you're trying to meet prospects. This works when you're trying to get a new job. Do 95% of the work. Ask your advocates to simply slick FWD. Make it easy for people to refer you, and they'll refer you.