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!