• Day 19: Advocacy referral requests

  • Oct 30 2024
  • Length: 10 mins
  • Podcast

Day 19: Advocacy referral requests

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  • Summary

  • Turning happy customers into advocates is one of the best ways to grow. Today, we focus on spotting customers who are excited about what we do. When they’re happy and engaged, we ask them to refer us to others.

    This helps us grow while keeping strong relationships with our current customers. In today’s demo, we’ll see how CSMs can find these advocates and follow up with a simple referral request.

    When customers are happy, it’s the perfect time to ask for a referral. It’s a way to grow without pushing sales too hard or breaking their trust.

    I spend a lot of time figuring out how to sell while keeping that trust, and this is one of those ways.

    📋 Job to be done Definition

    Job to be Done to find advocates: "When customers are happy and engaged after calls, trigger a referral request so they can recommend new clients, helping grow the business through satisfied customer relationships."

    This episode was brought to you by Oggam.ai. To get access to prompts and techniques discussed during this podcast, head over to 50 days of jobs to be done: CSM edition.
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