How to Build a Client Referrals Machine with Ben Potter

Ben is a Positioning and Business Development adviser, helping independent agencies win the right clients. He is included in the BD100 Hall of Fame.

In this first-class masterclass, Ben covers the following key points and much else…

  • Importance of Referrals: Referrals are a highly effective lead generation strategy, with 69% of agencies identifying them as the most effective way to generate leads. However, 49% of agencies lack a systematic approach to increase referrals, highlighting a significant opportunity for growth.

  • Building a Referral Strategy: Agencies should proactively cultivate referral opportunities by expanding their networks and identifying potential referral sources beyond just existing clients. This includes leveraging LinkedIn connections, past clients, and team networks.

  • Criteria for Asking for Referrals: When seeking referrals, focus on well-connected senior stakeholders within client organizations. These individuals are more likely to provide valuable referrals due to their extensive networks and influence.

  • Integrating Referral Requests: To create a consistent referral generation process, agencies should embed referral requests into existing sales and account management workflows. This ensures that asking for referrals becomes a natural part of client interactions.

Ben is one of our superstar consultants. as an adviser, mentor and Non-Exec, he helps independent agencies win the right clients with a more purposeful approach to business development. If you’d like to connect with him, email him here.

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