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