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Writer's pictureOasis Singleton

When and How to Ask for Referrals: Tips from Top Agents

Updated: Dec 29, 2023


It’s something that can really rev up your business – referrals. We all know they're like gold in our industry, but the big question is, when and how do you ask for them? Here at AIDE, we've gathered some top-notch advice from leading agents to help you master the art of referral requests.


Timing is Everything

First up, let's tackle the 'when'. The best time to ask for a referral is when your client is happiest. This could be right after you've closed a deal, or when your client is all smiles, moving into their new home. The key is to catch them when their satisfaction with your service is at its peak. Another great time is right when they’ve decided to work with you, they will be excited about starting a journey that will help them reach their goals. They’ve also chosen you to be their guide and probably feel good about that decision, good enough to share it with others.


Be Direct but Tactful

Now, how do you pop the question? Be direct, but keep it friendly and genuine.


A simple, "If you know anyone who could benefit from the same level of service you received, I'd be grateful for the referral," can work wonders. It's straightforward, yet respectful.


Another more casual option is, “Whenever you hear someone thinking about doing anything with real estate no matter what price point or how far out they are from making moves, send them to me, I wanna be a resource for you and all your people.”


Last but not least here is a option for an initial client consult “My goal during this process is to guide and help you well enough that you feel good allowing me to continue to be a resource for you and all your friends and family moving forward”, with this method if is important to occasionally ask them if there is anyone else you can help through the process.


Utilize Closing Gifts

A thoughtful closing gift can be a great segue into asking for a referral. Choose something meaningful that will leave a lasting impression, and then gently introduce the idea of referrals. It's a soft approach that ties your request to a positive gesture.


Leverage Social Media

Don't underestimate the power of social media. Share success stories and client testimonials (with their permission, of course) on your platforms. It's a subtle way of reminding your network about your services and encouraging referrals.


Follow-Up Communications

Consistent follow-up is key. Check in with past clients, offer valuable market insights, or just say hello. During these communications, remind them that referrals are the backbone of your business and that you're always available to help their friends or family.


Personalize Your Approach

Every client is different, so tailor your referral request to suit their personality. Some may respond better to a direct ask, while others might appreciate a more nuanced approach. The more personalized your approach, the more effective it will be.


Create a Referral Program

Consider setting up a referral program with incentives. It could be a discount on future services or a small gift card. This gives clients an extra nudge to spread the word about your business.


Educate Your Clients

Sometimes clients don’t realize the importance of referrals in your business. Take a moment to explain how referrals impact you and how much you appreciate them. Education can often lead to action.


Show Gratitude

Always express your gratitude for any referrals you receive. A thank you note, a phone call, or a small token of appreciation can go a long way in maintaining a positive relationship and encouraging future referrals.


Keep Providing Top-Notch Service

Last but not least, the best way to ensure a steady stream of referrals is to consistently provide exceptional service. Happy clients are your best advocates.


We believe in building relationships and providing value. Asking for referrals is part of nurturing those relationships. So go ahead, give these methods a try, and watch your referral network grow!



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