Referral opportunity audit
Assess customers, contacts, completion moments and follow-up readiness to choose where a referral request would be appropriate.
The Business Fix · 013
Build a Referral System That Actually Gets Used.
Happy customers do not automatically become a referral process.
Choose who to ask, recognise a suitable moment and explain what a useful introduction looks like. Record each referral and the next action so the opportunity and the thank-you are not forgotten.
£19one-off · digital toolkit · no subscription
Secure Stripe checkout. No account required.
What should change
A specific referral request and a visible follow-through.
A vague ‘please recommend us’ leaves the customer to work out who you want to meet. An introduction without follow-up wastes goodwill as well as the opportunity.
By the time you finish, you should have:
- A shortlist of appropriate referral sources and moments to ask
- Your own request explaining the buyer, problem and useful next step
- A referral record with owner, status, next action and thank-you tracking
The tools to start with
Referral request guidance
Use the short guidance to explain who you help and what a useful introduction looks like, while giving the customer room to decline.
Referral and thank-you tracker
Keep the referrer, prospect, owner, status, next action and thank-you record together so an introduction is not left unanswered.
Look inside the system
See the working tools before you buy.
These graphics use the matching product cover and selected previews from the real files in Business Fix 013. They show the structure and route without exposing the complete buyer pack.
Select any image for a larger view. Preview content is intentionally limited.
Is this the right fix?
Start with the problem you recognise.
Customers or professional contacts already value your work, but asking for and handling introductions still happens by chance.
Choose something else if...
You need affiliate software, an incentive scheme or guaranteed introductions. Requests should remain appropriate and easy to decline.
The working method
Make the referral moment and next action visible.
Map customers and professional contacts, choose moments when a request is relevant, make the introduction specific and track the thank-you without building an affiliate scheme.
Worked example
After a successful milestone, a customer is told who the business helps, what problem it solves and what a useful introduction looks like; the request can be declined without pressure.
Examples show the method; they are not a promise about your business.
Included
What the working files help you do.
- Referral routine starting guide — Start with relationships and genuine positive moments, then make requests, follow-up and thanks part of a routine.
- Referral opportunity audit — Assess customers, contacts, completion moments and follow-up readiness to choose where a referral request would be appropriate.
- Referral approach worksheet — Record your choices about sources, timing, requests and tracking so asking for introductions does not depend on remembering at the right moment.
- Referral request guidance — Use the short guidance to explain who you help and what a useful introduction looks like, while giving the customer room to decline.
- Referral and thank-you tracker — Keep the referrer, prospect, owner, status, next action and thank-you record together so an introduction is not left unanswered.
- Referral activity review — Check what happened after a referral action and record whether the next request or follow-up needs a different approach.
Also in the download: supporting files and notes
- Product cover artwork
The numbered product cover is included for identification. It is not an additional business tool.
cover-013.svg - File guide and opening instructions
Identifies the starting files and explains the order of work if the download is unpacked or separated.
README.txt
Additional blank working notes
These files share the same blank fields for facts, assumptions, owner, date, next action and evidence at review. Use them to record your own thinking on the named topic. They are not additional calculators, populated plans, scripts or software tools, even where a historic filename suggests otherwise.
- Referral source map — blank notes02-referral-source-map.txt
- Best time to ask builder — blank notes03-best-time-to-ask-builder.txt
- Referral request builder — blank notes04-referral-request-builder.txt
- Professional introducer scripts — blank notes06-professional-introducer-scripts.txt
- Referral follow up sequence — blank notes07-referral-follow-up-sequence.txt
- Referral landing page form planner — blank notes08-referral-landing-page-form-planner.txt
- Thank you process — blank notes10-thank-you-process.txt
- Referral partner record — blank notes11-referral-partner-record.txt
- Referral review dashboard — blank notes12-referral-review-dashboard.txt
- 30 day referral activation plan — blank notes13-30-day-referral-activation-plan.txt
Related Business Fixes
A satisfied customer may have a genuine next need as well as someone to introduce. Review those opportunities separately.
If you do not yet have enough established relationships to ask, focus on a reachable first-customer list and relevant outreach.
Questions before buying
Why buy this rather than use a free template or ChatGPT?
A polished referral message is only one part of the job. The opportunity audit helps choose the relationship and timing, while the tracker keeps the introduction and thanks visible afterwards. The request file is concise guidance to write your own message, not a finished script library.
What does this Business Fix help me do?
Choose who to ask, recognise a suitable moment and explain what a useful introduction looks like. Record each referral and the next action so the opportunity and the thank-you are not forgotten.
What is included?
The main tools include Referral routine starting guide, Referral opportunity audit, Referral approach worksheet.
Is it a course?
No. These are downloadable files, not lessons or a subscription. You do the work in your own business.
When can I buy it?
It is available now through secure Stripe checkout. The listed price is the final customer price.
The Business Fix 013
Make your next referral request specific
£19 one-off payment. Digital download. No subscription.
Unsure this is the right problem? Take the free Bottleneck Scorecard