Referrals

For one-on-one services, you need to get their permission to give me their contact information with the understanding that I will be contacting them. That’s it. You also do not have to be an approved affiliate to receive your referral fees for the referral of one-on-one services.

There are some dos and don’t s learned over the years and if you follow the instructions below, you are bound to be successful at making a difference in your firendand

How to most effectively refer people:

Avoid trying to describe what I do. Really, that is my responsibility–and no one is served, least of all your friend and/or colleague–once you start to get trapped by questions that you do not have the information to be able to answer. Simply let them know that you know someone who may be able to help them with X, Y, Z problem they keep complaining about OR talk to them about the benefits you see or have received yourself.

The thing to remember is to get their permission to give me their contact information–and let me do the work. Avoid giving them my information and having them be the source of generating the contact. They may forget. They may lose my card. They may get fearful of taking on their life. They may continue to put others first…etc. Let me be in service of them–they have enough going on. Just get their permission to give me their contact information. If you stick to that, we will be successful partners.

This last part is very important: do not discuss my rates if you know them–first, you probably don’t. They do change from time to time. Or maybe you do, but it is counterproductive to give them any number–whether it be $50 an hour or $500–before they see my presentation on the work.

Why is this important? The appropriate time to discuss rates if after we have met. After I know what you/they want. After I lay out the framework I have developed and we then discuss how that can assist you in resolving or achieving what you want. Then, we explore what achieving or resolving those things would open up in their life, what it would make possible, or what it would allow for that you have not had. At that point, after any questions or concerns are addressed, we print out an agreement with all the numbers in it. That is the appropriate time. Once they understand the offering, and the value. Now they have something to accurately access.

To provide those numbers without first providing a context for them to accurately perceive the value the work would create in your/their lives is both irresponsible and ineffective. If you give them a number at an inappropriate stage in the process, they start to think of it as a exchangeable commodity–and what else they could buy with it–without examining the true value.

If you have a hard time maintaining that and you want to say something clever, tell them I am expensive–but not nearly as expensive as I could or shoud be. You will serve them in the long run by doing by trusting me on this. It is what works best.

If you have questions about the aspects of this process–or concerns about the underlying principles or the “why” feel free to contact me using the contact form on this site.