Scripts and systems that turn referral generation into a weekly habit.
Referrals are the highest-margin business you'll ever do. They close faster, cost nothing, retain better. Most CPAs are terrible at asking. This module fixes that.
At a moment the relationship is at a peak. Not random. Not "every quarter."
Write a 4-5 sentence verbal referral ask I can use after a positive interaction. I help [specific niche]. The moment: [what just happened] Should: - Open with gratitude for the current moment (specific) - Name exactly the type of person I can help - Give a specific person/situation to think of - Make handoff easy (I reach out, not them) - Feel natural, not scripted 2 versions.
My client [Client] said I could reach [Prospect]. Section 1 (to client): thank again, I'll reach out in 1-2 days, offer forward-able intro. Section 2 (to forward): from them to friend: why they thought of them, 1-sentence about me, suggest 15-min chat. Under 200 words total.
The highest-leverage referral source isn't existing clients, it's other professionals who serve your same clients.
Email to [complementary profession] in my market. Goal: referral relationship. - Subject: about them, not me - Open: specific detail about their work - Bridge: client bases overlap because [specific] - Offer: 20-min coffee/call - What I bring (specific) - Propose 2 times Under 150 words. Peer-to-peer, not pitch.
Set up a spreadsheet: Referrer, Trigger, Date asked, Names referred, Status, Outcome, Thank you sent.
Weekly 15-min review to keep it alive.