Posts tagged "referral etiquette"

Modern Day Referral Etiquette

August 16, 2013

Letter of RecommendationI was talking to a copywriter friend the other day and the topic of business referrals came up. She was telling me a story about how she recently received a message on LinkedIn that said “Good morning Courtney. I am looking for a copywriter to help me with some press releases and George Lukas referred you to me. I look forward to hearing from you soon.”

My first impression was that this was good news. Who wouldn’t be happy with getting a referral for a new business opportunity? But as I listened to the experiences Courtney has had in the past with these types of referrals, it really made me wonder how valuable recommendations and referrals are in business today.

Let me explain.

Courtney shared with me, first, that she had never even worked with George Lukas – the gentleman who referred her—and so, George had no real insight into the way Courtney worked with clients. He had simply searched through his LinkedIn connections to find someone who he felt fit the bill and sent her name out as a referral. In these situations, in the past, Courtney has found these referrals to be frustrating and counterproductive, both to her and to the person who was given the referral because it’s more of a shot-in-the-dark that the connection is a good fit. And it has no reflection on the quality of work that Courtney provides in her specific niche.

Obviously, George thought he was being a nice guy – helping out both of the parties by connecting them—but without having worked with Courtney, he couldn’t really give an honest assessment of whether she was the “right” person for the job.

This leads me to the question: Are personal recommendations losing their value because we can so liberally extend “skill” endorsements to people we have never even worked with?

If employers use LinkedIn endorsements as a gauge, are they really able to find candidates that fit the bill? Or is it now more of a popularity contest? Those with the most LinkedIn endorsements win?

Although I know that company recruiters are looking at LinkedIn as a source for job applicants, I have to believe that they, like me, take LinkedIn endorsements with a grain of salt.

If you really want to stand out from your competitors, take the time to seek out honest-to-goodness business referrals. Reach out to coworkers, former supervisors, or clients you have worked with and ask for a recommendation. A letter of recommendation, that shares specific information about your unique skills, is still the best way to get your foot in the door for a job interview, or land a new project.

I still use the recommendation I received from my kindergarten teacher when pitching an etiquette seminar to a new client: “Margaret Page is a very enthusiastic little girl. She’s a very good listener…and loves to chat. And chat. And chat. Margaret will make a wonderful speaker one day. :)”

Seriously, when asking for a personal recommendation, on LinkedIn for example, follow these tips:

  1. Seek out at least 10 people on LinkedIn you have worked with who can recommend you.
  2. Don’t wait too long. As soon as you leave a company, reach out for recommendations as soon as possible. This way your experience working with that individual is fresh in their mind.
  3. Be specific. Ask the person to recommend you for something specific that you have worked on together, like a big project. If you don’t, you might end up with a generic recommendation like “Margaret was a delightful person to work with.”
  4. Say “thank you.” When you receive a recommendation on LinkedIn, you are prompted to return the favor. Only reciprocate the gesture if you really are comfortable recommending the person. Either way, be sure to send a note of thanks after you receive any recommendations, LinkedIn or otherwise.

We would love to get your thoughts on recommendations. If you’re a hiring manager or a recruiter, do you read recommendations on LinkedIn? How much value do you place on recommendations and referrals today?

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Posted by Margaret in Business Etiquette and tagged ,

The Seven Secrets of Referral Success

January 21, 2012

Business referral

Looking for ways to enrich your referral strategy this year? Here are seven action points to help you develop valuable relationships and cultivate a network of endless referrals.

Secret #1. Know the Industry Norm for Referring
Follow the industry’s guidelines when making referrals. For example, in some industries, a formal referral letter is standard; in others, a phone call will suffice.

Secret #2. Disclose a Finders Fee Up Front
When it comes to commissions, make sure everyone is in the information loop. By communicating the arrangement upfront, you’re less likely to cause misunderstandings or fall-outs after the fact.

Secret #3. Find Opportunities to Reciprocate Referrals
Referral reciprocity helps build lasting, trusting relationships, shows appreciation, and strengthens business bonds. This reciprocity feeds on thoughtfulness. Continued business success results.

Secret #4. Always Speak with Respect
Be professional and positive at all times. Know that you put the referring agent in a good light if the match is successful. Also, if you speak ill of others, it could get back to them just as fast as they can flip their Rolodex to a new business contact. Capital “R” referral etiquette means showing respect for everyone involved: both those who connect the parties and those who have something to give.

Secret #5. Keep Track of Where a Referral Came From
If you were referred to for your specialty, stick to what you specialize in. Send your referral back to the referring agent if additional work needs to be done. This builds trust and sets the stage for future referrals. Keep track of who referred you so you can officially thank them.

Secret #6. Send “Thank You” Notes to All Referral Sources
Say “thank you” to all referring agents, whether you take on the work or not. If you do the work, show your gratitude by sending each of them a formal “thank you” note when you complete it.

Secret #7. After the Connection, Follow Up
Follow up via phone or email to your referring sources. This will strengthen your relationship, improve how you do business together, and keep your name “top of mind” when the next opportunity comes along.

Follow this basic format for all your referrals and feel confident that your referral etiquette is on track for business success.

For more business etiquette tips and advice, download “The Power of Polite: A Guide to Etiquette in Business” today (and get one step ahead of your competition!)

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Posted by Margaret in Everyday Etiquette and tagged ,