What is the Referral Operating System
Learn how to build a consistent and effective referral pipeline using the Referral Operating System (OS). This step-by-step guide provides best practices and actionable tips to generate high-quality leads through trusted introductions.
This document explains how to implement a Referral Operating System (OS), a cyclical process designed to generate high-quality leads through trusted introductions from your existing network. It emphasizes that referrals are a service to both the referrer and the recipient, and details the core principles and step-by-step SOPs to build a consistent and effective referral pipeline.
Key Points:
- Core Principles: Consistency, Value Alignment, Simplicity, Gratitude & Recognition
- Referral OS Overview: Prepare, Ask, Track, Reward/Thank, Follow Up, Optimize
- Step-by-Step SOP: Detailed instructions for each step of the Referral OS, including scripts for asking for referrals and methods for tracking results.
- Example Monthly Referral Cadence: A sample calendar to illustrate how to implement the Referral OS consistently.
- Best Practices: Additional tips for maximizing the effectiveness of your referral system.