ReferralAbility Checklist

Before going out to seek referrals, there are some things you need to know about yourself! Honesty in this assessment will go far.

____1. Can you communicate your DREAM with PASSION AND PURPOSE?

____2. How are your SOCIAL SKILLS?

____3. Do you LISTEN?

______4. Have you cared enough about the other person’s dreams, goals and challenges to go to 212? Are you effective in the relationship?

____5. Do you believe in yourself and engage in some sort of ATTRACTION activity to align yourself to “attract” the right clients & the “right referral sources”?

____6. Are you familiar and comfortable with the “rules of engagement”? (Chapter 5 of Dale Carnegie’s “How To Win Friends And Influence People”)

____7. Are you able to ask your referral sources “do you trust me?”

____8. Are you able to ask your referral sources “do you believe in my product and service”?

____9. Are you able to ask your referral sources “do you believe in my company”?

____10. Do you have a solid referral plan that realistically assess your social capital and your own contribution to that?

For a solid referral plan, email coach@buzz2bucks.com


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Maria Elena Duron

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Business & Executive Connections Coach

"Turning Social Capital & Relationship Capital To Financial Capital"
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