How to Maximize Referrals as a Business Development Manager | 763

“If an evangelist gives you one referral, they can give you ten. Referrals are like roaches—there’s never just one.” - Dave Lorenzo

What You’ll Discover Today:

In this powerful session, Dave Lorenzo shares his step-by-step process for leveraging relationships with evangelists to drive a steady stream of referrals. Whether you're a lawyer, CPA, or professional service provider, you'll learn how to activate your referral network and build a business development engine.

Key Topics Discussed:
  • Evangelists vs. Clients:
    Understand the difference and why evangelists (those who refer without having used your services) are critical to your growth.
  • The Six Pillars of the Referral Maximizer:
    1. Identifying and Engaging Evangelists
    2. Inside Referrals (Industry Peers)
    3. Maximizing Group Memberships
    4. Building a Referral Team
    5. Leveraging Vendors as Referral Sources
    6. Reinforcing Referral Behavior
  • How to Spot a Potential Evangelist:
    Learn what to listen for in conversations to identify someone who may become a strong referral source.
  • Training Your Evangelists:
    Discover how to give them the tools they need, like “listen-fors,” ideal client profiles, and mini case studies.
  • Creating Industry Referrals:
    Specialization, teaching, leadership roles, and legitimate certifications make you referable within your profession.
  • Avoiding Ego Traps:
    Not all awards and “recognitions” are created equal. Dave explains how to distinguish real status from vanity.
  • Referral Team Basics:
    From CPAs to community bankers, build a team of allies whose success is linked to yours.
  • Using Vendors as Secret Weapons:
    How to train and engage your vendors to bring you business—and why paying them on time is part of the strategy.
  • Referral Reinforcement:
    Show appreciation the right way. From handwritten notes to “of the month” gifts, Dave shares smart, scalable ways to say thanks.
Links and Resources:
Call to Action:
Are you maximizing your referrals? Start by identifying one evangelist and giving them the tools to refer you effectively. Then, follow Dave’s playbook to scale your efforts and watch your referral pipeline explode.
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