agent Entrepreneur logo
MenuMENU
SearchSEARCH

Six Steps to Getting Referrals

March 16, 2011
Six Steps to Getting Referrals

Six Steps to Getting Referrals

6 min to read


The easiest lead to close is a referred lead.


Unfortunately, not many car salespeople have mastered the art form that the process entails. I’ve developed a simple, seven-step process to obtaining referrals that will give you so much more success in developing your referral business that you will make it an automatic part of every selling situation.

Ad Loading...


Begin by setting a goal for how many referrals you want from each contact. Start with a goal of just one referral every time, and work your way up to a place where you know the steps so well and they flow so naturally that you’ll get at least three referrals from every client.


Then, memorize these six steps to getting referrals. The better you know them, the better you’ll mine the rich lode of referrals that’s just waiting for you in your current client base.

  1. Help your clients think of specific people they know.

  2. Write the referrals’ names down.

  3. Ask qualifying questions about the referrals.

  4. Ask for the referrals’ contact information.

  5. Ask the client to call and introduce you to the referrals.

  6. If the client shows nervousness or refuses to call, ask if you can use the client’s name when you contact the referral.

Those are the basic steps. Now, let’s review them in detail so you’ll see how to work with each one most effectively.


Step #1: Help your clients think of specific people they know


When you ask for referrals, you have to give your client a group of faces to focus on. Centering on one

or two faces is impossible when their thoughts are bouncing off the wall with excitement about their new vehicle--which means your job is to get them focused again.

Ad Loading...


SALESPERSON: Bill and Jane, you’re excited with your new truck, aren’t you?


CLIENT: Oh, it’s wonderful. We can’t wait to get out on the road with it!


SALESPERSON: So tell me, who will the first people be that you tell about your new

truck?


CLIENT: Well, our neighbors, of course. Then, the friends we go camping with, and, of course, family.

Ad Loading...


SALESPERSON: That’s great. Are there any of your relatives or friends who might also be in the market for a new vehicle?


By mentioning family and friends, the client focused in on those people he is closest to and with whom he’ll be in contact that very week . . . while his excitement over his vehicle is still fresh. And the salesperson has helped him do that.


Step #2: Write the referrals’ names on cards


When your clients come up with a few people who are in the market for a vehicle, take out a small notepad and write down the names of those referrals. (Be sure to ask how to spell the names.) Keep your notes handy so you can jot down the information they give you. Plus, you’ll need those notes to qualify the referrals.


Step #3: Ask qualifying questions


While Bill and Jane are busy answering questions about the referrals, you should jot down notes to help you remember specific things about them. Here’s some information you may want to know when you contact the referrals:

  • How close do they live?

  • Would they be trading in an older vehicle or adding another vehicle to their possessions?

  • What did they say when you told them you were looking for a new truck?

Ad Loading...

When you get in touch with the referrals, you’ll be able to begin conversations with them based on Bill and Jane’s answers to your questions. When you’ve taken a few notes, move on to the next step.

Step #4: Ask for contact information

Ask your current clients to pull our their cell phones. They’re bound to have names and number (maybe even work and home numbers) of the people they connect with most often.

Step #5: Ask your clients to call the referral and set up an appointment for them to visit with you

This step is where most novice salespeople balk. They won’t even try it. But those clients who will make the call will help you comply with the Do Not Call Registry. If the referral’s name is on that list, you can’t call them without their permission. Your existing client can, at the very least, get that permission for you.


Also, keep in mind that this question is simply setting the stage for the final step. Those clients who are uncomfortable calling for you will be so relieved that you offer them Step #6 that they’ll jump on it.


There is a method to my madness here. Here’s how it works.

Ad Loading...


SALESPERSON: Thanks so much for the referrals, Bill and Jane. You know, since I won’t get to see your excitement when you show off your new truck, would you mind calling Don and Mary and sharing your good news with them? Then we can work on arranging a time for me to talk with them.


If your clients are fine with that, then good: Start dialing. But if they hesitate and act uncomfortable, take the pressure off immediately by moving on to the next step.

Step #6: Ask to use the client’s name when you make contact with the referral

Your clients may not know the referral all that well, or they may feel uncomfortable making the call. If this is the case, let them know you understand their hesitation, but ask if you could bother them for one more favor. Ask for permission to use their names when you contact the people they referred you to. They’ll probably be relieved to be let off the hot-seat and be more than happy to give you permission to use their names.


Always give three of your business cards to each client and ask them to give them to others who come to mind who might need your services. Then, invest in a little follow up after they’ve had their new vehicle for a few weeks. Ask them how it’s going and who they’ve showed the truck to.


Once again, help them focus on small groups of people they know and ask qualifying questions as to the needs those people might have. Ask if they have given your card to anyone. If they have, get that person’s contact information as well. If they haven’t, thank them for their business anyway and repeat your request.

Ad Loading...


The “S” in the word “sales” stands for “service.” The better service you provide, the bigger your sales volume will be.


It may take you a few tries to get this pattern down to where it flows naturally. However, it’ll become a natural part of every contact once you see the phenomenal results it generates. Many of my students have gone from getting one or two referrals from five or more clients to getting five referrals from every client. Don’t you think it’s worth a try?

Subscribe to Our Newsletter

More Industry

Photo of MINI nameplate on the hood of a white MINI Cooper
Industryby Hannah MitchellJuly 23, 2026

Autos More Appealing

Consumers gave new cars better scores again this year for design, performance and more as mass-market brands kept gaining on premium lineups, JD Power found in an annual poll.

Read More →
red car parked in front of a sunset, The Used Market Divide, Agent Entrepreneur
Industryby Lauren LawrenceJuly 23, 2026

Used EVs Defy Overall Market

While the used-car market saw three months of price declines or stagnation, the used EV segment did the opposite – rising for three straight months.

Read More →
Photo of a retriever dog looking out of an open SUV window with a yellow Peugeot headrest on the top of the window below it
Industryby Hannah MitchellJuly 16, 2026

Gone to the Dogs

A Stellantis brand decided to have some fun with one of its SUVs’ design to address growing emphasis on family pets.

Read More →
Ad Loading...
Aerial shot of a car dealership
Industryby Hannah MitchellJuly 13, 2026

OEM Poll Sees Industry Evolution

Kerrigan Advisors’ survey of automakers finds that tariffs, technology, network tightening and other factors are poised to reshape auto retail.

Read More →
Foreign Cars Italia dealership store in front of sunset
Industryby Hannah MitchellJuly 2, 2026

Luxe N.C. Dealerships Change Hands

A collection of Italian and English brand franchises were handed off to the owner’s friend in the business and include the Carolinas’ only Ferrari retail stores.

Read More →
inside of car, person with hands on black steering wheel
Industryby Lauren LawrenceJuly 2, 2026

Exposure Drives Interest in Chinese Cars

At a recent demonstration, consumers had the chance to ride in a Chinese-branded vehicle, a firsthand experience that improved their perceptions and purchase intent.

Read More →
Ad Loading...
Woman's hands holding an wallet empty of cash
Industryby Hannah MitchellJuly 1, 2026

Automotive Consumers Sink Further in Debt

Most financing metrics hit records in the second quarter as more buyers locked themselves into long terms and high monthly payments.

Read More →
Rob Mancuso sitting in a chair on stage
Industryby Hannah MitchellJuly 1, 2026

Agent Advocate

Rob Mancuso, who comes from a long line of auto dealers, values general agents’ place in the industry and makes a case for them taking an even bigger seat at the table.

Read More →
Photo of a touchscreen on a car's dashboard
Industryby Hannah MitchellJune 25, 2026

Driving Under Distraction

Though consumers gave higher marks to new vehicles in JD Power’s most recent initial-quality poll, high-tech interference worsened, pointing to craving for simplicity.

Read More →
Ad Loading...
split background green and blue. 2019 to 2025 with car going from starting location to end point. $37,310 and $48,402. Agent Entrepreneur logo
Industryby Lauren LawrenceJune 25, 2026

Affordable New Cars a Thing of the Past

More than one out of five new vehicles sell for more than $60,000, according to Edmunds. That's up 7% compared to prepandemic 2019.

Read More →
Ad Loading...