How to Refer Business Out So You Get Business Back | 857

Many professionals fumble referrals and wonder why they don’t get any back. In this episode, Dave Lorenzo shares a battle-tested, five-step system for passing referrals that actually drives results. If you want to be the king or queen of referrals, this is your playbook.

Key Topics Discussed:
  1. Pre-Qualify Every Referral
    Never blindly introduce people. Always check with both parties first to confirm interest and relevance.
  2. Send a Thoughtful Intro Email
    Include bios, the reason for the intro, and a few suggested meeting times. Make it personal, professional, and useful.
  3. Get the Meeting Scheduled Quickly
    For virtual meetings: within 24 hours. For in-person: within 72 hours. Get it on the calendar or lose momentum.
  4. Attend the Meeting
    Your presence validates the referral and shows it's a priority. Even if you leave after introductions, show up.
  5. Follow Up with Both Parties
    Just like after a blind date. Get feedback, praise good fits, and learn from misfires.
Why This Matters:
Referral behavior is reciprocal. Sloppy referrals send the wrong message and erode trust. A tight, deliberate system builds a referral machine that feeds your business for years.

Links and Resources:
Call to Action:
Use this referral system once this week. Try it exactly as outlined. Then watch what happens. The return will speak for itself.
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