Upload a referral for David Youngs

Unlike your standard web lead, which takes a lot of marketing dollars to get, referrals are a unique kind of new client. Because they’ve heard about you from a trusted friend or relative, half the battle has already been won. They take fewer marketing dollars and less energy to acquire, are more likely to buy from you and are more likely to remain with you as a client.


But asking for referrals is not always easy. In fact, it can feel downright awkward and obtrusive. Yet the old adage remains true: You have not, because you ask not. To help increase your referral business and make the process of asking less painful, try the following tips and tricks.

Referral Business Is Good Business

Client Information First, Thank You

How to Ask

Opportunities to ask for referrals are plentiful. The key is knowing when the timing is right for you and your client. Here are some examples of what to say in common scenarios:

From the onset.

When you first begin working with a client, it’s important to establish expectations and set the tone of the relationship. You can do this by stating: ”If you’re happy with my service when we’re done working together, would you be willing to refer me to friends and family?”


Following a compliment.

This can occur anytime during the customer lifecycle, so keep your ears open for positive feedback before, during, and after the sale. When a client says something nice about you, immediately follow up with: ”I’m so glad to hear that we are a good fit for each other. It’s important to me that I build a trusting relationship with each client. Do you have any family and friends that you also think would enjoy working with me?”


After the sale.

The time that a client is most apt to refer you is right after a transaction when they’re still feeling delighted by the excellent results you delivered. Be prepared to seize on those opportunities with: ”I’ve really enjoyed working with you and helping you solve xyz challenge. Do you know anyone with similar needs who could benefit from my services?”

Tips for Success

Word of mouth is one of the most powerful tools for growing your business. Take advantage of it by making it a priority to ask for referrals at every opportunity.

David Youngs with The Infinite Team

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This is not an offer to enter into an agreement. Not all customers will qualify. Information, rates and programs are subject to change without notice. All products are subject to credit and property approval. Other restrictions and limitations may apply. Copyright © 2021 | NEXA Mortgage


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Corporate Address : 3100 W Ray Road #201 Office #209 Chandler, AZ 85226

Corporate NMLS NMLS# 1660690 | Company Website: https://nexamortgage.com

Copyright ©2021 | The Infinite Team | NMLS# 328679

Licensed to do business in.. MN, WI, IA, ND

This is not an offer to enter into an agreement. Not all customers will qualify. Information, rates and programs are subject to change without notice. All products are subject to credit and property approval. Other restrictions and limitations may apply

Corporate | NMLS ID NMLS# 1660690

Corporate Address : 3100 W Ray Road #201 Office #209 Chandler, AZ 85226

https://nexamortgage.com