What matters
A recommendation does not prove service fit or availability. Understand what the referred person needs and keep the origin recorded without assuming they want the same work as the existing customer.
Put it into practice
- Record the known referral source
- Confirm service and location
- Define the next sales step
An example in practice
A customer refers a neighbor with a different project. The business checks the request rather than automatically offering the previous customer’s service package.
What to track
Track referral inquiries through qualification and sales.