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5 Steps to Boosting Your Referrals

Marketing is tough, there’s no question about that. Even all the amazing tools of keywords, Google and Facebook algorithms marketing is still like trying to hit a moving target. What worked once, may not work again. Many don’t do marketing because of the costs of acquiring a new client are viewed as too steep.

Is there a way to market effectively, without spending loads of money, and have the leads be highly qualified and likely to buy from you? Yes.

You need to not only build, but to boost your referral network. A referral network is simply people, companies, practices that you can refer your clients to and visa versa. Building an active referral network is a relatively cheap form of marketing that pays huge dividends because even though these leads are from businesses, and other professionals they are essentially still word of mouth referrals. The only difference is that the lead/new client can be traced back to a specific person/company. After all, I think we all know that word of mouth is king when it comes to marketing and advertising. I’m also sure we all wish we didn’t have to work so hard to get more clients/patients.

Wouldn’t it be nice if we could have a steady stream of referrals coming through your door?

Referrals are some of the best leads you can get because they come in already knowing about you, and you have a built-in credibility because of the referring person’s relationship with that lead. If the lead knows, and trusts the person who did the referring, all you need to do is not mess it up and chances are very high that lead will turn into a client. The trust can’t get much higher than if your referrals come from a medical professional.

There are probably more tips and tricks to boost your referrals from your network. Here are the principles I’ve personally used to over double the amount of referrals coming into our facility. Because these are principles or steps, they can be replicated, regardless of whether or not you have the same business model or niche as I do.

Identify

First, you need to identify who you need to talk to. When it comes to professional referrals I would start with your existing clients and who do they see, or visit. Find out the names of the companies, doctors, practices, etc. where they go.

Another way to boost your network is to identify which clients or situations you will most likely come across in your business/practice that you’ll need to refer out to someone else. If you’ve got someone, that’s great. A good goal to shoot for is at least 3 vetted sources for each referring need. For example, if you need to refer to a rheumatologist, you should strive to get 3 different rheumatologists that you’ve talked to, met, and feel like they would take good care of your patients/clients.

Connect

The second step is to connect with these people/companies. It’s easiest to connect with other professionals with whom you share a client/patient. A great phrase to use if it is a medical provider is that you want to ‘collaborate on care’. Keep in mind you shouldn’t disclose the name of your client/patient without a HIPPA release/disclosure. But you can say that you share a patient with xyz and would like to collaborate on care. Once you start having a dialogue you can get your HIPPA release – that’s not the focus here though. The primary objective is to make a connection and talk.

You can email, call, or drop by their office/facility. You may have to do all of them, and more than once. Remember the squeaky wheel gets the oil.

If after repeated efforts to connect you still haven’t made a connect. Drop it and move to someone else. Not every doctor, therapist, facility will be willing to talk or connect. That’s ok. You want to find ones that care as much about your clients/patients as you do.

Tracking

This is a really important step. I hope it goes without saying that you need to track your results you get with your patients/clients. Objective and subjective measures are important. This is a primary reason we do assessments, right? Get usable data. As you retest, what do you do with that information. You need a place where you can find, see, and have visible the progress your people are making.

We use a software that we can customize all our specific tests/measures. Each time we enter a value it lets us know the percentage improvement from baseline to current, or from the previous measurement to the current. Having hard numbers and percentages look awesome. We also make it a point of writing down all the ‘weekly wins’ our clients have. We write it up on a whiteboard. This lets our prospects that come in see our latest amazing results. It also reinforces a sense of community and connection among our members as they see their achievement and others’ up on the board. It also makes it SUPER easy to know who and what to highlight when it comes to the next step.

The other thing you must be able to track is where your leads, prospects, and clients come from or visit. Most CRM softwares have the ability to track a lead source. If you don’t have one, you can use a simple excel spreadsheet.

Communicate Frequently

Step four is to now communicate frequently with your network. What should you say? Show them the results you are getting with you clients, and specifically the people they’ve referred over to you.

Highlight their progress, and why that’s important to them and to the client. You can let them know what’s going on with your business (new products, recent media coverage, awards, new hours, etc.).

We started sending out a monthly newsletter just to our referral network. I’ve found it keeps us top of mind and tip of tongue. The newsletter is great because there may be people in your network who don’t refer many people to you, but seeing your successes will help them feel like they can, and seeing a specific client story may jog their memory about a specific person they see who they can refer to you.

I also directly email the referral source with an update monthly on all the people they’ve sent or whom we see conjunctively.

Both of these options are designed to build your credibility that they can trust you, and you know what you are talking about. It also opens the door for more communication. I would recommend trying to always make the newsletter and email feel conversational by asking a question. It could be as simple as asking, “is there anything we can do to help you?”. Or if you are communicating directly with one person/facility, ask them about a situation (no personal details) that you’ve just seen or have a question about. Give them your thoughts and ask for theirs.

Think of communication with your referral network like a bridge. The first contact is like a piece of rope spanning a river. With each contact you strengthen that bridge. Soon it becomes a log that can be used to walk across the river. That’s good, it’s a solid way to cross, but only one person can cross at a time. We want to help you get multiple referrals at the same time, or at least more frequently. That comes with more communication and contacts. You want to convert this metaphorical bridge from a log into the Brooklyn bridge. It all happens with the trust and results you communicate frequently to your network.

Repeat

This will be the biggest step that gets glossed over and forgotten. Consistency is key. It’s key in fitness and it’s key with your network. You can’t reach out just once, or send just 2 newsletters. You’ve got to do it consistently. Once your network knows that this is a consistent habit for you, it’s just one more reason to trust you because you are consistent and you follow-up.

The more you repeat the first four steps, the more referrals you will get. It might take a month or three, but you will see an increase in your referrals and an increase in your network as those other companies don’t just talk about you to their patients/clients, but they start talking about you to their network. And before you know it, you are changing the world. Get after it!


Ryan Carver is the owner of Leverage Fitness Solutions where they specialize in helping older adults defy the status quo around aging. Ryan has been training the older adult since 2006. Ryan has published numerous articles on senior fitness and serves on multiple professional boards. He and his wife have 4 kids.

MFN Contributing Author

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