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Smart Referral 
Selling Steps 
Referral selling starts from the top and impacts the entire organization. 
It’s about focus, passion, confidence and an eagerness to sell. Here are 
5 smart steps for referral selling. 
STEP 1: BUILD 
Before you start, have a great 
website, strong internal processes, 
and amazing products itself. 
STEP 3: 
CREATE THE 
INFRASTRUCTURE 
Add all of your contacts into your CRM 
and update it nonstop. 
STEP 4: 
CONNECT 
As you gain customers, ask to meet new 
contacts with the goal of building your network. 
STEP 5: LEARN 
Through the referral selling process, you’ll 
uncover your true brand, your partners 
and your new customers. 
Get the referral sales ebook: bit.ly/Referral-Sales 
Clean, protect and enhance your 
sales data. 
STEP 2: 
REACH OUT 
Include professional, personal, and 
family connections in your outreach.

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5 Smart Referral Selling Steps

  • 1. Smart Referral Selling Steps Referral selling starts from the top and impacts the entire organization. It’s about focus, passion, confidence and an eagerness to sell. Here are 5 smart steps for referral selling. STEP 1: BUILD Before you start, have a great website, strong internal processes, and amazing products itself. STEP 3: CREATE THE INFRASTRUCTURE Add all of your contacts into your CRM and update it nonstop. STEP 4: CONNECT As you gain customers, ask to meet new contacts with the goal of building your network. STEP 5: LEARN Through the referral selling process, you’ll uncover your true brand, your partners and your new customers. Get the referral sales ebook: bit.ly/Referral-Sales Clean, protect and enhance your sales data. STEP 2: REACH OUT Include professional, personal, and family connections in your outreach.