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Referral request
Thoughtfully ask a client for referrals and make introductions easy and comfortable.
When I want to ask a client for referrals, I want to do it thoughtfully and make it easy for them to introduce me.Follow these steps:1. Pull the client's contact information and relationship history from my CRM.2. Draft a warm non-pushy referral request email.3. Add a note to the client's CRM record documenting that a referral request was sent.
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