How NOT to Follow Up with a Referral
This is a true story.The name and
profession are not mentioned to protect the not-so-innocent.
I was at an informal networking
training, and the facilitator (who is relatively well-known in the
area as a pretty good networker) used me as a guinea pig to make his
point. He asked me the following questions:
What
would I have to do to gain your trust so that you could refer me to
your best client?
I gave that some thought and decided
that I first needed to meet with him to learn his goals, what kinds
of clients he works with and really what kind of person he is. Then I
said I would want to meet with a satisfied client to hear about how
he does business. I also wanted to know how he liked to be referred.
Nothing particularly unusual in my answer. These are some of the
basic things you do to build trust in networking.
If
I did those things, would you be able to refer me to your best
client?
I said yes, I thought I could.
Do
you have a specific client in mind?
Yes, I did.
Who
is this person?
I gave him the basics about the client.
He was just the sort of person the facilitator would want to meet.
Side note. This is an excellent
exercise with a good series of questions to run through when you
have built the beginnings of a relationship with a potential referral
source.
But back to the story. I said, "Sounds
like we just committed to meeting and strategizing how to accomplish
what we just talked about." He agreed. After the meeting, I went
home and emailed him to propose a meeting.
And he never emailed me back. Guess he
wasn't that interested in meeting my client.
The moral of this story? Always follow
up! Especially if someone has indicated a willingness to help you. I
know it sounds obvious. But it isn't, or this person
would have arranged to meet with me.
His lack of follow through sent me
several possible messages.
1. I was not important enough to meet
with, even though I gave him every indication that I had a valuable
contact for him.
2. His follow through is so bad that he
treats everyone that way. Definitely not a quality I want to see in
someone I potentially would refer to.
3. He's not really interested in
growing his business.
Obviously, I don't know which one it
is. Or it could be a combination of any/all of them. What I do know
is that I am not currently willing to refer him. He now has a
very tough job if he wants to change my mind. And he has ruined his
reputation in my mind as a good networker. Good networkers always
follow up.
So are you a good networker or a poor
networker? Prove it to your network by your actions!
Oh yeah, and if anyone wants to meet my
client, you know what you have to do.