Referability Assessment | Markell Eric Byrd

Sample data: a fictional practice. Take the assessment to see your own report.

Referability Assessment Report · Jordan Ellis | Ellis Wealth Partners

Overall referability

44/100

Current vs. target (100)

Macro results

Area	Earned	Score
Foundation	31/75	41%
Digital presence	33/60	55%
Processes	20/70	29%
Target advocates	33/75	44%
Moments of referability	20/60	33%
Growth	37/55	67%

Top 3 areas of opportunity

Opportunity 1 · Processes · rated 0%

Referral process

Referrals are a process, not luck. A defined path makes the ask natural and the hand-off seamless.

Script when and how you ask
Define how a referral is received
Set a response time for new introductions
Close the loop with the referrer

Opportunity 2 · Moments of referability · rated 0%

Shareable events

Events make referring easy: a client can invite a friend without making a sales pitch.

Pick one theme clients care about
Design it for guests
Ask each client to bring one person
Follow up with every guest within a week

Opportunity 3 · Foundation · rated 33%

Referral goals

What gets a number gets attention. A written referral goal turns hope into a pipeline you can manage.

Set a 12-month referred-household goal from your new-client goal
Break it into monthly targets
Share it with the whole team
Review progress in a monthly growth meeting

Growth insights

36% of last year's 14 new clients were referred.
4% attrition (9 of 220 households).
Your goal of 20 new clients is about 1.7 a month. At a 50% referral share, 0.8 of those each month would come from introductions.

Referral sentiment

Vision for growthYes
Prepared to invest timeMaybe
Open to new ideasYes
Believes in the drivers of referralsMaybe

Recommended: Option A · Foundations sprint (4 sessions × 60 min, 1 month). Time is the constraint. A short, focused sprint builds momentum without a long commitment.

All components

Area	Component	Possible	Earned	Rating
Foundation	Referral goals	30	10	33%
Foundation	Value proposition	20	13	67%
Foundation	Ideal client profile	25	8	33%
Digital presence	Website	20	13	67%
Digital presence	Social media	20	7	33%
Digital presence	Search & profiles	20	13	67%
Processes	Referral process	30	0	0%
Processes	Touchpoint calendar	20	13	67%
Processes	Referral tracking	20	7	33%
Target advocates	Client satisfaction	25	17	67%
Target advocates	Natural promoters	25	8	33%
Target advocates	Centers of influence	25	8	33%
Moments of referability	Shareable events	20	0	0%
Moments of referability	Shareable content	20	7	33%
Moments of referability	Money in motion	20	13	67%
Growth	Referral share of new clients	30	20	67%
Growth	Client retention	25	17	67%