Learn More About Your Business Entity Choices and Benefit Plan

March 5, 2018 in Attorney at Law, Business Consultant, Estate Planning Attorney, News

Rob Butterfield – Attorney

How to Give a Qualified Referral

December 15, 2014 in Business Consultant, News



How to Give Referrals 

WHAT IS A REFERRAL? A referral occurs when you personally introduce Person A to Person B, knowing ahead of time that both A and B want the introduction.

So, it is critical (i) that you know that A wants to be introduced to B, (ii) that you notify B of A’s particular interest in being introduced to B (why does A want the introduction?) and (iii) that B tells you that your introduction of A is welcome.



1. IDENTIFY AN OPPORTUNITY. Be alert to the needs of business associates who would benefit by being introduced to one of your other contacts, whether as i) a potential client, ii) a potential referral partner, or iii) a potential business resource.

2. CONFIRM ONE END OF THE REFERRAL. If one of them, A, is interested in being introduced to your contact, B, agree to check with B to confirm interest and availability.

3. CONFIRM THE OTHER END OF THE REFERRAL. Contact B to explain A’s need and to confirm B’s interest in the referral. If B is interested and agrees to have A initiate the contact, tell B you will let A know.

4. MAKE THE CONNECTION. Tell A that B is interested and expects to be contacted.



• Handing B’s business card to A, with the instruction to call B and “use my name.”

• Giving A the contact information of three of your business associates, with the instruction to call them and select the best one.

• Telling A to contact a certain organization or company, without providing an introduction to an individual in that organization or company.

• Giving someone information that may prove helpful in their business.

• Telling A (a target customer) about B (a service provider), without having asked A is he is interested in B’s service and without having asked B if he would like to have A as a client.

As posted on LinkedIn

© Venture Builder, Inc.

Visit Us On FacebookVisit Us On YoutubeVisit Us On TwitterVisit Us On Linkedin