How to make an introduction that actually lands

A referral that goes nowhere is usually not a bad match. It is an introduction that skipped a step.

Step one, ask first Tell the client you know someone and ask whether they would like an introduction. An introduction the client agreed to arrives completely differently than one they did not.

Step two, say why this person Skip the credentials. Say the specific thing. She explains things without making you feel behind. He answered my text on a Sunday when a closing was at risk. That is what a client remembers and it is what makes them pick up.

Step three, set the timing out loud Tell the client roughly when to expect contact, and tell the professional the same thing. Most introductions that go cold do so in the gap between an expectation nobody stated and a follow up nobody scheduled.

Step four, follow up with the client A few days later, ask the client how it went. Not the professional, the client. It signals that your name is still attached, and it is the fastest way to learn whether this is a partnership worth repeating.

What to leave out Do not predict a price, a product or an outcome. Do not promise a response time you cannot control. Do not share anything about the client that they did not ask you to share.

What this guide does not do This is general education about referral practice. It is not insurance advice and it makes no statement about savings, approval, pricing, eligibility or any review outcome.