Many professionals fumble referrals and wonder why they don’t get any back. In this episode, Dave Lorenzo shares a battle-tested, five-step system for passing referrals that actually drives results. If you want to be the king or queen of referrals, this is your playbook.
Key Topics Discussed:
- Pre-Qualify Every Referral
Never blindly introduce people. Always check with both parties first to confirm interest and relevance. - Send a Thoughtful Intro Email
Include bios, the reason for the intro, and a few suggested meeting times. Make it personal, professional, and useful. - Get the Meeting Scheduled Quickly
For virtual meetings: within 24 hours. For in-person: within 72 hours. Get it on the calendar or lose momentum. - Attend the Meeting
Your presence validates the referral and shows it's a priority. Even if you leave after introductions, show up. - Follow Up with Both Parties
Just like after a blind date. Get feedback, praise good fits, and learn from misfires.
Why This Matters:
Referral behavior is reciprocal. Sloppy referrals send the wrong message and erode trust. A tight, deliberate system builds a referral machine that feeds your business for years.
Links and Resources:
Call to Action:
Use this referral system once this week. Try it exactly as outlined. Then watch what happens. The return will speak for itself.