Introduction
Why referrality. Referred clients arrive with trust already extended. They cost less to win, stay longer and refer in turn. Referrality is the practice of making referrals the default outcome of good service, not a lucky accident.
How to use it with the assessment. The 17 strategies follow the 17 components of the Referability Assessment. Take the assessment, then start with the chapters that hold your three lowest-rated components.
Compliance note. Follow your firm's policies on referrals, testimonials, social media, events and client communications. Have scripts and content reviewed and approved before use.