Referral Smithreferral strategies for expert businesses

For consultants, coaches, and small agencies

Win more ofyour best clientsthrough referrals.

A free coach for consultants, coaches, and small agencies. It asks about your business. Then it scores how easy you are to refer, builds your referral program with you, writes the words to say, and plans a year of cards and gifts.

  • 25 free messages
  • No account to start
  • Nothing to buy

What it scores

Six answers.One score.

A consultantClients like my work, but referrals only come in by luck. Where do they leak?

The answers are made up. The points and the score follow the coach’s fixed rules. The coach did not write this example.

Builder

Referability score: 42 of 100

The six steps

Easy to refer

Not sure: 50 points

Partners who send work

One or two: 50 points

Asking clients

Never: 0 points

Something to pass along

No: 0 points

Handling referrals

Within one business day: 100 points

Thanking referrers

Every time, by email or text: 50 points

The score comes from fixed points for each answer, and each step counts the same.

Then it names the weakest step and works on it with you. Two steps have 0 points, so it starts with the first in the chain: asking clients.

Three tools, in order

Build it once.Keep it going.

Each tool reads the same short brief about your business. So you never explain yourself twice.

  1. 1

    Referral Builder

    Scores how easy you are to refer, then builds your referral program, one step at a time.

  2. 2

    Referral Jukebox

    Finds one referral play for one situation and writes it so you can use it today.

  3. 3

    Referral Calendar

    Plans a year of cards and gifts for your dream clients, partners, and top referrers.

How it starts

Two questions.Then real work.

  1. Answer two questions

    What you sell, to whom, and at what typical price. Then how many active clients you have.

  2. The coach writes your brief

    A short note on your business. Every tool reads it. You can edit it.

  3. Save your work

    Type your email and a six-digit code. Then your work is there on any device.

What it costs

Free.

  • 25 messages with no account.
  • Save your work with your email, and you get 150 messages a month and 3 projects.
  • This app sells nothing and shows no ads.

People on our team may read your chats. We do that to follow up with you and to make the app better. Read the privacy page

Who made it

Convexive made this app. Sit down with Alex Makarski for 30 minutes, free. Bring your plan. You leave with real names for your referral circle and the first people to ask. Convexive can also write and send your handwritten thank-you notes and gifts.

It starts withone question.

Start here

What do you sell, to whom, and at what typical price?

Start free
Start free