FREE GUIDE 12 · Clients
The Client Referral System
A step-by-step system for asking happy clients and partners for introductions, with scripts, templates, a tracking sheet and a partner agreement checklist.
What’s inside
- Mapping who refers
- When to ask: the moments
- Ask scripts
- Making it easy: the forwardable blurb
- Tracking referrals
- Referral partner agreement checklist
Word document · about 5,036 words
DO IT IN CRITTIKS
Put it to work in your workspace.
Crittiks gives clients a home, connected to the rest of your business.
See Crittiks Projects See The client portalMore in Clients
All guidesThe Client Onboarding Kit
A 14-day onboarding plan with welcome emails, intake questionnaires, a kickoff script, an expectations sheet and checklists you can copy and use this week.
Get it freeThe Scope Creep Defence Kit
Scripts, a change request form, a decision tree and a change log that help you hold the line on scope without damaging the client relationship.
Get it freeWEEKLY LIVE Q&A
Save my seat Join the weekly Crittiks webinar.
A live walk-through of the workspace and your questions answered. Dates shown in your own time zone.