Marketing referrals sample task
A complete public example showing the structure and standard of an Expert Circle Marketing Desk task.
Put a deliberate referral moment into the client process
Why this task
Satisfied clients and professional contacts may already be willing to introduce the business, but ad hoc requests are easily forgotten and generic requests are difficult to act on.
The result you are creating
One respectful referral trigger, a named owner, clear wording for the ask and a simple record field so introductions become a deliberate part of the client process rather than a campaign.
Who should do it
You should decide whether the timing and relationship are appropriate. A colleague can maintain the trigger, prepare the wording and record the outcome.
How to do it
- Choose the natural moment when value is clear: successful delivery, renewal, repeat work or unsolicited positive feedback.
- Define the type of person or organisation the business can help best, in language a referrer can recognise.
- Name the person responsible for deciding whether a referral ask is appropriate.
- Write one short spoken ask and one short email or message. Make the useful situation specific and keep the tone low pressure.
- Let the referrer make the introduction or obtain the other person’s permission first.
- Add one referral field or note to the existing client or delivery process so the moment is not forgotten.
- Test the process with the next suitable relationship and review whether the timing and wording felt natural.
Watch-outs
- Do not ask every client at the same arbitrary point in time.
- Do not ask for friends’ or colleagues’ private contact details for unsolicited marketing.
- Do not offer a reward unless it has been deliberately approved and is appropriate for the relationship.
- Do not turn a warm introduction into an impersonal chase sequence.
Completion definition
The task is complete when the referral trigger, owner, spoken wording, written wording and record field are agreed and the process is ready for the next suitable relationship.
The structured prompt members receive
Members receive the complete prompt built around their business profile, answers, task and risks. This public sample shows the shape only.
Uses the client journey and the point at which value becomes visible.
“The most natural referral moment occurs after…”Explains the situation in which the business can genuinely help.
“A useful introduction would be to a professional-services leader who…”Creates personal, low-pressure spoken and written wording.
“If someone comes to mind and they are comfortable with an introduction…”Protects consent, relationship quality and credibility.
“Do not request private contact details or create a chase sequence…”Sample task from Expert Circle — https://www.expertcircle.co.uk/marketing-referrals-sample-task/
