Why you’re not getting more referrals (and what to do about it)

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Referrals are the Sina Qua Non of a professional practice. No doubt, you get referrals, perhaps a lot of referrals, but I promise, you can get more. 

Maybe enough more to pull back on (or eliminate) your other marketing strategies, because referrals are extremely profitable and relatively easy to get. 

If that sounds good, I suggest you begin by figuring out why you’re not getting more referrals. 

The simplest way to do this is to survey your clients, especially at the end of the case or engagement. Ask them about your legal work and the “customer service” provided by you and your staff.  

What did they like, what do they think could be improved, and why?

You need to know.

They may have misunderstood something or expected something different. They may have had a bad experience with someone on your staff. They may think you did a good job but had an issue with some minor aspect of your service that is bothering them. 

After they fill out the survey, talk to them to learn more. You may not be comfortable hearing negative feedback, but it is important to hear it because it will allow you to improve your services and client relations and thus get more referrals. 

Besides improving your service, there are other reasons you might not get as many referrals as you could. Here are a few of the more common reasons:

  • Your clients are satisfied with your services and willing to send you business, but don’t have the business to send. The solution is to target other types of clients and markets.  
  • Your clients may not know who would be a good referral for you. Teach them about your practice areas and the kinds of clients you serve or want to serve. 
  • Your clients may know people who need your services, but think you’re successful and busy and don’t need or want more work. The solution is to educate them that your practice was built on referrals and you appreciate receiving them. 
  • Clients might not know the value of referrals. Make sure they understand that the referred client gets help without taking time or risk shopping around, the referring client gets the satisfaction of helping a friend, and you get a new client without advertising or networking in the cold market.
  • Your clients may be uncomfortable making referrals. Make it easier for them to do it by telling them what to tell the referral about you and how you can help them, and also what to tell you. 
  • Finally, you may not be getting as many referrals as you could simply because you haven’t shown enough appreciation for past referrals. Make sure you thank your clients who send you referrals orally and by sending them a handwritten thank you note. 

Referrals the lifeblood of your practice. This is how you get more of them.

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Lion or cow?

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I saw a post that said, “Creative people shouldn’t work Monday through Friday, 9 to 5, moving slowly, like a cow who grazes throughout the day. 

Instead, they should work like a lion: 

  • Sit
  • Wait for prey
  • Sprint
  • Eat
  • Rest 
  • Repeat

So, naturally, I thought about attorneys and marketing. 

Here’s how I see things: 

Unless we’re new, we should focus primarily on our warm market, e.g., our existing clients and contacts, and rely mostly on repeat business and referrals. When you’ve been around long enough and built a sizeable client base, you might never have to do anything else. 

But when we’re new, or hungry, or want to be the King of the Jungle, we go into the cold market and bring in some fresh meat. 

There’s a time to run and catch new clients and a time to do our work and let the clients catch us. 

How to get more referrals

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A culture of referrals

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Getting more referrals from clients and prospects can be as simple as educating them about the benefits of referrals—for everyone. 

The referred client gets the help they need from an attorney recommended to them by someone they know and trust. And they don’t have to spend time and effort finding them and risking a mistake. 

The client who refers them gets the appreciation of their friend. And you get more clients and, arguably, better clients because they are friends or business contacts of your existing clients.

A referral practice is less expensive to build than, say, an ad-based practice, which means you can afford to offer competitive fees without sacrificing your high level of service. You get more clients, at no cost, and your clients get more value from you. 

To get more referrals, you should also educate your clients and prospects about the best and easiest ways to make referrals (best and easiest for all 3 of you), and tell your clients and prospects that you like and appreciate referrals, because they don’t always know that.

Many clients are willing and able to refer clients to you, but think you don’t want or need them because you’re busy and successful. Others don’t refer simply because they never thought about the subject.  

Help them think about it by bringing up the subject. 

Attorney Jack Early tells his clients: “Just so you know, we are built on referrals and we would love and appreciate your referral. That would mean a lot to us”. 

He says the more he says that, the more referrals he gets. “We call it a culture of referrals,” he said in a recent interview. 

Simple. Straight forward. Successful.

How to get more referrals from your clients

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Size doesn’t matter

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I’m talking about your list of professional contacts. It’s the quality of your contacts that count, not the quantity. A list of 10,000 people who might recognize your name (or might not) isn’t nearly as valuable as a list of 100 who will take your phone call, reply to your email, or smile when they see you. 

You know, people who know you.

Because if they know people who need your services, or know people who know people who do, you’ve got it made. Even if it’s not a big list.

 Because it’s not who you know. . . it’s who THEY know. (And will introduce you to).

Do you know a professional or business executive who is influential in your target market? Do you know them well enough to ask for a favor? 

Great! Ask them to introduce you. 

If you know the name of someone they know you’d like to meet, ask them by name. “You mentioned you know Jack Bigtime. I’ve heard good things about him and would love to meet him. Would you be silling to introduce us?”

If you don’t know anyone they know by name, ask by category: “Do you know anyone who (describe the kind of contact you’d like to meet).” If they say they do, ask for a detail or two to get them thinking about them, maybe ask how they know them, and then ask if they would introduce you.

If they ask why, tell them the truth—you want to expand your network. Just an introduction. Not marriage. One professional meeting another, the way it’s done every day. 

You may have to talk to a few people to find someone who knows someone who would be a good fit for you and will introduce you (or let you mention their name), but all you need is one. 

Because one will lead to two. And that can lead to dozens. 

Yes, you could play the “quantity-leads-to-quality” game most professionals play, work like crazy and eventually meet someone who’s a good contact for you. But the “quality-leads-to-quality” game is much more fun, and productive. 

Here’s how to do it

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Can you rely solely on repeat business and referrals?

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Yes, you can; many lawyers do. 

They have a client base that trusts them and have enough legal work to keep them busy, and they have friends and business contacts they can and do refer. 

Nice, isn’t it? 

They don’t advertise, network, blog, do presentations, or do any other marketing. They can if they want to, and sometimes they do, but the growth of their practice doesn’t depend on anything other than doing good work for their clients and serving them well.

It takes awhile to get to that point, so if you’re a new lawyer or don’t yet have a big enough practice to generate a steady stream of business, you’ll need to do other things until you get there. I did that when I started practicing. It was hard and took a good five years, but it was worth it. 

Hold on. It’s easy to screw up. 

Clients and their businesses die, you mess up and they leave, the economy throws you under the bus, laws change, competition steals the show, overhead can eat you alive, and other factors can change everything. 

So, never take anything or anyone for granted. Assume the best, but be prepared for the worst:

  • Continually strengthen your relationships with clients, prospects, and business contacts. 
  • Ask for testimonials, reviews, introductions, and referrals, because they may not think to provide them if you don’t.
  • Create a website that tells people what you do and how you can help them and let it do most of the selling for you.
  • Build a list and stay in touch with everyone.

Finally, continually look for new ways to bring in business and increase your profits, because you never know what the future has in store.

How to talk to clients about referrals

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Business development leapfrog 

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It’s all about networking. Meeting people who know people you’d like to know. High-level decision makers, General Counsels, CEOs, advisors, business owners, and other influential people in your target market. 

Your job is to identity people you’d like to meet and work backwards to identify people they know who can introduce you. Eventually, you identify someone you already know or can easily meet because they belong to a group you belong to or know people who do. 

Start with “categories”—types of advisors or professionals or decision makers in your target industry or market. When you know you’d like to meet a financial advisor, General Counsel or manager of medical groups (of a certain size or specialty), for example, it makes everything easier. 

Create a profile. Then, identify “candidates”—actual advisors or decision makers you’d like to meet. Then, talk to your clients and existing business contacts and ask if they know these people, or know someone who does. If they do, ask them if they would introduce you, or if it would be okay for you to mention their name when you talk to them. 

And yes, it is as simple as that. 

You don’t have to score a home run every time. A single or double here and there may be enough to get you face to face with someone who wants to know more about what you do and how you can help their company or their clients. 

If you “only” meet one or two of these top-level decision makers per year, it can lead to a lot of business. 

It’s all about networking. But you don’t have to attend a single networking event. 

Because the people you already know, know people you’d like to know, and you can leverage your relationship to meet them. 

Here’s what to do, step-by-step

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Are you attracting the wrong clients?

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You don’t want to attract people who can’t afford to hire you. You also don’t want to attract clients who have gone through several attorneys before you and “can’t seem to find the right one”.

But you also don’t want to attract prospective clients who are completely happy with their current firm and not looking for anyone else. 

You want to attract your “ideal” clients, those with the right combination of needs and wants and temperament, who are looking for the help you provide and are willing and able to pay for it.

You may occasionally work with a client who isn’t ideal, i.e., tolerate them, but you shouldn’t target them. 

You should target your ideal and focus on them in your marketing. 

Start by taking inventory of your current and former clients. Make a list of positive attributes you want to attract, i.e., attributes exhibited by clients you’d like to clone if you could, and another list of negative ones you want to avoid.

Create a profile of your ideal clients’ industry or market, their problems and goals, their financial strength, and other factors that define what makes them ideal. 

You want more clients who are like your best clients; this is what they look like. 

What then? How do you find them? 

The best way is via referrals. People tend to associate with people much like themself. People in their market or industry or neighborhood. People in their age group or who have similar interests. People they know, like, and trust. 

And the businesses and professionals they work with or patronize. 

Whatever it is that makes your ideal clients ideal, referred ideal clients makes them better. 

Because they come to you pre-screened and pre-sold.

Yes, there are other ways to find ideal clients, and they may provide you with bigger numbers. Advertising in a trade publication, for example, might generate a lot of leads who fit the profile you seek. But there’s no easier or more profitable way to bring in ideal clients than through referrals. 

How to get more referrals

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How do you know what prospective clients really want? 

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Sure, you can ask them. During a meeting or consultation or over coffee. You can also look at their website or blog, read their book, listen to their presentation or interviews, or send them a survey or questionnaire. 

The problem is, people often don’t tell us what they really think or want. 

  • Some don’t know what’s possible or have trouble articulating what they need
  • Some tell you what they think makes them look intelligent, more successful, or a better person
  • Some tell you what they think you want to hear 
  • And some play everything close to the vest and don’t tell you much of anything 

If you really want to know what people want, we’re told to watch what they do. What do they purchase, who do they hire, what do they invest in? But even this can be misleading or give you an incomplete picture. 

One of the best places to find out what prospective clients really want is to watch what they do on social media.

See what they talk about, comment about, or ask. See what they’re excited about or complain about. Yes, there is a lot of pretending on social, but people often get emotional about things they want or don’t want, let down their guard and reveal what’s really on their mind.

But perhaps the best way to find out what prospective clients really want, and one of the simplest, is to talk to the person who referred them to you. There’s a good chance they know.

Which is yet another reason why you should prioritize referrals as a source of new business. 

How to get more referrals from your clients

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I’d like to buy you dinner

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Client appreciation dinners are a great way to recognize your best clients and thank them for their loyalty. Basically, you invite them to a free dinner where you present awards and gifts, introduce them to other clients in their niche, and enjoy a good meal.

You might have guest speakers who may be willing to co-sponsor the event. You might invite your clients to bring guests. Or you might keep the evening information-free and pitch-free and just have a good time.

A Facebook friend of mine, a Realtor, mentioned his firm’s upcoming “Top Referring Client Appreciation Dinner.” I thought that was a smart variation on the idea because his clients have to do something to get invited to the dinner.

There’s a little competition involved. Clients hear about the event and want to come. After the dinner, they see photos on your website and do their best to get invited the following year. Those who do attend will work hard to make the guest list again the following year. They’ll also talk about the dinner to their friends and colleagues.

Of course, it also allows you to promote the subject of referrals to all of your clients by simply talking about the dinner in your newsletter.

When you recognize good behavior (referrals), you reinforce that behavior and it tends to be repeated. When you recognize that behavior publicly, many of those who didn’t get recognized (invited) will change their behavior so they can be included the next time.

The bottom line is that you get more referrals, not just from those who make the grade as “top referrers” but from all of your clients. Your top referrer may send you ten clients, but you may have 100 clients who send you one or two.

If you can’t or don’t want to do a client appreciation dinner (criminal defense lawyers, I’m talking to you), how about a dinner for professionals? Invite your best referral sources and recognize them for their efforts.

If a client or referral source appreciation dinner isn’t in your budget, consider a breakfast or luncheon. Or, invite your best referring client or referral source out to dinner, just the two of you, to say thank you for their support throughout the year. Next year, you can invite a few more.

Here’s another way to get more referrals 

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“My secretary made me stop” 

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You may have noticed that I continually preach the value of staying in touch with clients and prospect via a newsletter. No, this is not another reminder to do that. 

Instead, this is a reminder about the value of staying in touch with clients individually. 

It’s a simple concept, as old as the hills, and even more powerful than a newsletter. 

In a nutshell, every week, schedule a few minutes to connect with at least one of your clients or former clients. Call them, not to talk business, but simply to ask how they’re doing and catch up. 

Ask about their business or family, their hobby or their golf game. Ask about their latest project or cause. 

No selling or promoting. Just you connecting with people who are important to you. 

But while you’re not calling to talk about (your) business, a funny thing happens when you call. Clients will tell you about another case or legal issue or question they have or a friend or business contact who does, and you get more business.

Many lawyers I’ve encouraged to do this have reported amazing results. One lawyer told me he got so much new business, his secretary said she couldn’t handle all the work and told him to stop. 

For the record, this kind of thing doesn’t happen as much when you email. There’s something magical about the human voice. Especially when it’s your voice, not an assistant’s.

I’m not saying don’t send email (or regular mail) or stop your newsletter. 

Just make sure to call. 

Call your current and former clients, referral sources and business contacts, and (if you want to) even prospects you’ve spoken with. Everyone you know professionally, or want to know. 

There’s another benefit to doing this besides strengthening relationships and bringing in more new business. It’s an opportunity to learn more about your clients’ industry, business, or market, which will help you do a better job for your clients and better market to their niche. 

All you need to do this is a calendar and a list. And maybe another secretary or assistant to help you with all the additional work.

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