Jim S Miller

Thoughts on the Client Experience and Banking

Winning Strategies: Building Referral Business

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  • Consistently provide prompt, efficient, problem-solving sales and service to current customers and they’ll be happy to spread the word to others through a referral.  If you’ve helped clients, they’ll often be glad to help you.


  • Ask current customers, with whom you’ve built a strong relationship, if they have any family members or colleagues that might need your help.  Provide them with your cards, and encourage them to give you a call if a colleague is going to come see you, so you’re prepared.


  • Once a referral has been sent to you, be sure to find a personal way of saying thank you.  Set up a “customer of the month” system based on referrals, or simply send a handwritten note along with a small gift (whatever fits within your company’s legal guidelines).

Written by Jim S Miller

July 6, 2011 at 12:24 pm

Posted in Client Experience

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