18. Our Proven Methods When Asking For Client Referrals

You are so busy getting your client's results that you forget to
ask for testimonials and referrals. Are we right?? In this episode,
we're going to walk you through some of our best examples on how to
ask for testimonials and referrals without feeling awk-o-taco.

Shocking: It starts in the sales process. Simply
ask your client if they'd be happy to give you a testimonial if
you get them the results they're looking for. From there, you've
set that expectation from the beginning and they'll see the ask
coming!


Step 1: Are Your Clients Happy?


Happiness Surveys — What to include:



When onboarding - Set expectations from the
beginning on referrals.


At the 2-3 week mark - Start to check in, “Hey
Debra, just wanted to send a quick check-in. Is there anything
we could improve? How are the results so far? Are you feeling
happy? Are you feeling supported?”


6-week Happiness Survey - You can build out
something easy to fill out—a quick questionnaire for your
clients. Our favorite tools are:

Video Ask

Typeform


Further along - Asking for testimonials/case
studies



Step 2: Make the Referrals Rain


When you acquire a customer, and they love you, it's your job to
get referrals for your agency. If you're doing a great job, your
clients should have no problem spreading the word. Bonus! If you
assign this to your client account manager, you don't have to
worry about remembering to ask for referrals!


Now that you've asked them if they're happy (see Step 1
above) and they've given you a testimonial—you're in.
Simply ask and/or offer something for a referral.


Option A: Discount for Referral


Option B: If a discount is not in the cards for
you, just ask for a referral!


If you focus first on making your clients happy, then asking for
referrals— your business will naturally grow without having to
stress about where your next client will come from. Sounds pretty
great, eh?


[HELPFUL LINKS]


Onboarding Checklist: Grab our onboarding checklist here. 


[ABOUT THIS PODCAST]


Welcome to the Happy Clients Podcast, brought to you by DOT and
Company-- the world's best and only team of client account
managers for digital marketing agencies. Whether you're a virtual
assistant, an agency owner, or a client-facing account manager,
we all deal with clients. Lucky for you. client management is
what we do best. On the happy client's podcast, we won't shy away
from the ups and downs of managing clients in the agency world,
but we'll be right there alongside you to learn together and
share the real juicy stuff we'll undoubtedly face when it comes
to client management. Now, let's dig in, chat CAM life and have
some fun along the way.


Cheers, to happy clients!