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Tipsheet: how to ask for referrals

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Tipsheet: how to ask for referrals

Not sure how or when to ask clients for a referral?

Gaining referrals can be one of the most effective strategies for aqcuiring new clients and growing your business—as long as you ask for them. If you're not sure how or when to ask clients for referrals, this free tipsheet will help you proactively ask for referrals.

Tips included:

  • How to ask for a referral
  • Identifying the ideal clients to ask
  • How to use client surveys to get referrals
  • Offering incentives for referrals

Why the name change?

Our new product, Keap, is pioneering smart client management, just as Infusionsoft did for sales and marketing automation 18 years ago.

We believe there’s a better way to manage sales for service businesses both big and small. And that’s Keap—one company with two products to serve all small businesses.

Smart client management software that helps turn incoming leads into satisfied clients.

The #1 all-in-one CRM and advanced marketing automation platform, as rated by G2 Crowd.

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