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Sales Resources

The Prospect Chain

Referrals can boost your closing ratio and take the shiver out of cold calling


By Bill Cates, Selling Power Magazine

If your prospecting efforts yield more rejections than appointments, here's how to increase your face-to-face contacts by putting the power of referrals to work. Referrals lend instant credibility and a sense of familiarity to a cold call and can establish strong customer relationships in a fraction of the time it usually takes to earn a prospect's trust.

These six tips will help show you how to prospect for referrals that get more appointments and close more sales.

1) The Golden Rule of referrals. Be indispensable to your current contacts. Before they freely give you referral names, your customers need to know their friends or business associates will be happy with your product, service and company.

What's the best way to earn your customers' trust? Let your product and service speak for itself. Sell a great quality product, and when something goes wrong, fix it quickly. Go out on a limb for your customers. Ask yourself what kind of salesperson you'd want to recommend to your friends and be that person. Remember that your present customer relationships help determine the number and quality of the referrals you get.

2) Know how to ask for referrals. Instead of requesting referrals as a postscript to a more important conversation, make asking for them a point all its own.

You might say, "I've done my best to provide you with the best possible product and service. If you've been happy with the results so far, I would very much appreciate a referral. Could you give me the names of one or two friends or business associates you think could benefit from what I have to offer?"

Use words that encourage the people you ask to comply, and reassure them that you'll continue to bend over backwards for them and for the people whose names they're giving you.

3) Take advantage of all your resources. Most of your referrals will come from three sources: customers or clients, prospects and strategic alliances. As for customers, the happier the customer is with you and your product, the more confident they'll feel giving you an associate's name.

When a customer compliments the reliability of your product or the great way you prevented a delivery delay, seize the golden opportunity to get a referral. When you make follow-up calls on customers, continue to ask for referrals. You won't know how many great prospects your customer might be meeting in between your calls until you ask for their names. You may not get a referral every time you ask, but you'll let your customers know that referrals are an important part of your business.

Especially if you've qualified them somehow, your prospects may be positioned to provide names of other people who could benefit from your product. Even if the prospect doesn't buy, try to establish enough rapport and trust to ask for a referral in a comfortable way.

Strategic alliances are the mutually beneficial business relationships you form with others. Strategic allies like and trust one another, and can help advance one another's business interests. Look for people who might be potentially profitable strategic allies. Offer referrals, advice or free services to help them, then let them return the favor with a steady supply of quality referrals for you.

4) Warm up the referrals you get. Scott Kramnick outlines three types of referrals in his book Expecting Referrals (I've added a fourth):

1. Cold - Consists of referral's name and number, but you're unable to mention the anchor (the referral source).

2. Lukewarm - Includes referral's name and number and permission to mention the anchor.

3. Warm - Anchor provides name and number, allows you to mention him or her as the source, and offers other specific information about the referral.

4. Hot - Same as warm, but the referral also includes information that indicates a specific need for your product or service.

To be a proactive (and more effective) referral prospector, don't settle for a name and number only. Extra information prepares you for your first contact with the referral, which improves your closing odds.

Ask your referral source why John Smith's name stood out, and identify Mr. Smith's hot buttons by asking what Mr. Smith will really like about you and your product. This technique may also work well for you: Tell your referral source, "Mary, thanks so much for giving me John's name. I'd like to send him a brief letter to let him know his name came up in our conversation and that I'd like to help improve his business as I have helped improve yours. If I send you the letter to John with a stamped, addressed envelope, would you write a quick little note to him at the top or in the margin of the letter?" Just make sure your service is so good your referral source will happily grant your request.

5) Know how to approach your referrals. Quickly mention your anchor's name to establish the three-way connection between you, your anchor and your prospect. Let the prospect know that the referral source benefited from your service and kindly gave you the prospect's name in the hopes that you could be of help to him or her.

Continue to refer to your referral source throughout the conversation to strengthen your connection to the prospect via the referral source. Citing examples of your excellent service record with the anchor may help persuade the prospect to place an order with you as well.

6) Keep your referral source informed. Whether or not a referral ends in a sale, keep the referral source updated and show your appreciation for the referral.

Your anchors may have put their reputation on the line by giving you a friend or associate's name, so thank them profusely for their faith in you. As your relationship with a new prospect develops, let your anchor know how things are going. When a referral brings you a sale, a small thank-you gift to your anchor shows your appreciation and may ensure more quality referrals to come.

As long as you deliver products and services you can be proud of, don't be shy about asking for a referral. The contacts you make as a result not only help increase your closing ratio, but give you a source of still more referrals. For each link you forge in your referral chain, you'll make one less cold call and possibly one more sale.