When developing a referral strategy, it is crucial to differentiate between the client experience and the referral experience. While the client experience may include moments where referrals can be generated, the referral experience is specifically targeted at existing referral sources. To effectively build a referral strategy, it is necessary to categorize individuals into three groups:…
While I often teach specific referral strategies, other opportunities may arise in your business that can be used to generate referrals. By applying what I call the “Stacey lens” to these situations, you can identify these opportunities and create a referral-focused approach. Some examples of these unique opportunities are launching a new website, hitting a…
As we enter a new year, it’s crucial to adapt our referral strategies to the current business environment. In this episode, we explore ways businesses are shifting in 2024 and how to leverage your referral opportunities effectively. Here are three key referral strategies and a bonus tip to maximize your referral potential. Strategy #1: Communicating…
Running a business without regrets requires an understanding of the metrics that matter. In this episode, I share how a documentary I watched in my early 20s has profoundly impacted how I run my business and make decisions. This moment influenced my decision-making process and led me to prioritize certain aspects of my life over…
In our earlier episodes, I highlighted the importance of clarity and understanding your referral data to set achievable goals. This episode builds upon that foundation and focuses on identifying and closing the gaps hindering your referral success. Referrals are not just a one-time strategy or tactic but rather a holistic approach to building a referable…
Setting clear referral goals is essential for building a successful and referable business. Now that we know the three keys to clarity and gathered our past referral data, it’s time to take the next step and start calculating our referral goals for 2024. Let’s recap. In episode 290, I walked you through the importance of…
In our last episode, I shared the three key factors to consider when setting referral goals. This week, we go even deeper and focus on the second key factor – having the right data from your past referrals to inform your decisions for the future. Today, I take you through how to gather this data…
Are you prepared for unexpected challenges in your business? Learn how to life-proof your business with tips from our guest, Chelsea Brinkley. We dive deep into the importance of having systems, processes, and procedures in place that allow your business to function even when you need to focus on other aspects of your life. Chelsea…
As the year comes to an end, it’s the perfect time to look back and evaluate our referral strategies. We can then plan on how to maximize our referrals in the new year. I’ve noticed that many business owners only scratch the surface when it comes to utilizing referrals in their business. We need to…
Reflecting on the past and planning for the future. Goal setting is not just about what you want your business to achieve; it’s about envisioning the life you want to live. As we approach the end of the year, it’s crucial to reflect on how 2023 unfolded for you. But here’s the game-changer: instead of…