← Week 10 · Referral Systems
Module 2 of 4
Video · 12 min+10 pts on completion
The 3-question referral script
Most advisors ask for referrals like an apology. This lesson gives you a three-question script that makes the client want to introduce you — and a worksheet to prepare your five asks for this week's assignment.
- Ask at the moment of relief — right after a claim is settled or a policy is delivered, not at the sale.
- Q1: "Who else worries about this?" — makes the client think of a person, not "a referral".
- Q2: "Would it help them to hear how we did this?" — client becomes the helper.
- Q3: "Can I mention you called?" — permission, not pressure. Silence for 3 seconds.
Download worksheet · referral-script-worksheet.pdf · 2 pages
Fill in 5 client names + your Q1 for each. You'll record these for Sunday's assignment.
Fill in 5 client names + your Q1 for each. You'll record these for Sunday's assignment.
00:00 — Hi everyone, Rahul here. If you've been doing the activity tracker since Week 1 you already know where your best clients came from…
VS
Vikram SinghDo you ask Q3 even when the client hesitates on Q2?
RM
Rahul Mehta · CoachNo — if Q2 gets a hesitation, park it: "No problem, I'll check in after the medicals." Then ask again at the next relief moment.