Free Guide

More clients
through referrals

The practical guide to choosing referral partners, offering them a clear agreement, tracking every contact, paying them on time and growing your network. For professionals in every sector.

Cover of the guide “More clients through referrals”, Referaly
9 practical steps
With checklists
9 message templates
Text, WhatsApp and email
A 30-day plan
Week by week
5/5 App Store rating
2,000+ Accounts created

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What's inside the guide

A practical 16-page guide, easy to read on a phone, for professionals in every sector who want more clients through referrals. Each step comes with checklists, examples and templates to copy.

Steps 1 and 2: why and with whom

Where your referrals get lost today, and where to find the people who meet your future clients before you do.

  • The three moments a referral gets lost
  • The four circles where you find partners
  • Who sees your clients first, by trade

Steps 3 and 4: recruit and sign

The first conversation with a partner, then a referral agreement that prevents arguments when it is time to pay.

  • The conversation in five points
  • Your 30-second pitch
  • The eight points to put in the agreement

Steps 5 and 6: commission and tracking

A commission that fits in one sentence, and tracking that makes partners want to refer again.

  • Fixed amount, percentage or tiers
  • Three questions to find the right amount
  • One line to send at each stage

Steps 7 and 8: follow up and pay

Stay in mind without nagging, then pay on the promised date and by the rules.

  • A follow-up calendar, from day one to each quarter
  • The checklist before each payment
  • The questions to ask your accountant

Step 9 and common mistakes

Grow your network, with two-level referrals as an option, and avoid the mistakes that make it fade.

  • Three ways to find new partners
  • A worked example: Thomas invites Marine
  • Nine common mistakes

Templates and a 30-day plan

Messages ready to copy and a week-by-week plan to launch your network.

  • 9 templates for text, WhatsApp or email
  • A four-week plan
  • A one-hour weekly routine

Stop Losing Referrals to Sticky Notes

Get the free guide: nine steps, nine message templates and a 30-day plan to organise your referral network.

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Instant access • 16 pages, easy to read on a phone