How to ask for referrals without feeling pushy

Most happy clients would refer you. They just do not think about it unless you ask, and they will not remember to unless you stay in touch. Here is a gentle, effective way.

Make referrals easy to give

• Tell people what a good referral looks like: “someone thinking about buying or selling in the next year”.
• Be specific about the area or price range you work in.
• Make it casual and low-pressure.

Scripts that sound human

1. In person: “Most of my business comes from people like you. If you hear of anyone thinking about a move, I’d be honored if you thought of me.”
2. By text: “Hi Maria, if you ever hear of a friend or coworker thinking about buying or selling, I’d love to help them the way I helped you.”
3. After closing: “I’m so glad this worked out. If anyone you know needs an agent, I’d really appreciate an introduction.”

When to ask

• Right after a smooth closing
• On a home anniversary
• After a client compliments your work
• When someone says they are happy for you

Always say thank you

Thank referrers promptly and personally, whether or not the deal closes. A note or small gift matters. Check your state and brokerage rules before paying or giving anything of value for referrals.

Track every referral

Write down who referred whom and how it went. Casavria lets you attach the referrer to each client, follow the referral from new to closed and reminds you to thank them. See referral tracking.

Questions

General information only, not legal, tax or financial advice.