Close Close

Life Health > Running Your Business

How to Follow Up on a Referral

Your article was successfully shared with the contacts you provided.

I received the following excerpt of a message from one of my clients, and I have included my reply as an example of how to obtain a referral.

Dear Simon,

Thank you for the clarification. That really helps. I spent the afternoon listening to the coaching conversation recorded with you last week.

Thank you for everything you have been doing for/with me thus far. I must tell you that this is a very good process for me and I am invigorated and excited.

I have also given your name to a few people, one a financial planner and one a financial product wholesaler.

All the best,

Jane Doe

And my reply:

Hi Jane Doe,

Congratulations on the work that you are putting into the coaching and may it reward you a thousand-fold.

Happy to receive the names of the advisor and the wholesaler for follow up.

My follow-up might look like this:

Dear _____,

Jane Doe mentioned your name and thought that I may be of service to you as a business coach.

To get to know me, please click this link to look at the following coaching testimonials (attach link).

Here is a link to understand the “Clear Your Roadblocks Coaching Process” (attach link) that Jane Doe is working on.

Please e-mail me back if you would like to have a complimentary conversation about how I can help you to meet and exceed your goals.

Kind regards,


Hopefully, this example will guide you the next time you’re fortunate enough to receive a referral.

Sign up for The Lead and get a new tip in your inbox every day! More tips:

Simon Reilly of Leading Advisor, Inc. is a financial advisor coach, speaker and writer. Simon writes a daily blog and can be reached at