$1,500 fixed price
Referral Review
A review of your client list that names the ten relationships to ask for an introduction, and what to say to each, within five business days.
Short answer
Referral Review is a review of the client list behind your referrals. You send up to fifty clients with five details on each, and Kurt Schmidt, who co-founded an agency and grew it to fifty people, sends back the ten relationships to ask for an introduction, the three to contact this week, and a note for each, with a 10 to 15 minute recording. It arrives within five business days and costs $1,500, paid once by card.
Who this is for
The people who already know what you're good at
Your new work arrives because someone said your name in a conversation you didn't know was happening. The person doing the referring is often someone who will never buy from you themselves. They just know what you're good at. And they talk. Your client list is full of people like that. Send me the list, and I'll tell you which ten to ask, which three to call this week, and what to say.
How it works
Sending the list is the only work on your side.
What you receive
All of it comes from your list.
Ten relationships, in order
The ten to ask, in order, with the three to contact this week marked.
Which relationships have lapsed
Every client you haven't talked to in a long while, with the date you last did.
A note for each of the ten
Where your line on the relationship names someone they could introduce you to, the note asks for it. Where it doesn't, the note reconnects. Each is written as one owner checking in with another, ready to send.
A recording of me going through it
Ten to fifteen minutes of me walking through the ten, the three, and the lapsed ones.
What a review looks like
- Client bought a brand refresh two years ago
- Sent by a former colleague
- Last contact was a holiday card
- Relationship, in your words: "good relationship"
- Ranked third of ten, among the first three to contact this week
- Status: lapsed, with a holiday card as the last contact
- The ask: a reconnection note first. The introduction waits until the list shows who they know.
- First line of the note: "It's been a while since we wrapped your brand refresh, and I've been wondering how it's held up."
Common questions
Up to fifty clients, as a spreadsheet or a plain list, with five details on each: who they are, what they bought, who sent them, when you last talked, and one line on the relationship.
Leave them. I never fill a gap with a guess, and a thin row stays off the ten.
Five business days after I have a complete list.
I read it myself, and it goes no further than me.
No. The review is the whole thing.
Two. If both are taken when you buy, yours arrives the next week, and my reply gives you the date.
No. It's my view of who to ask and what to say. Whether they make the introduction is up to them.
Find out who to ask next.
Send the list, and the review is back within five business days.