How to Give a Great Referral: Tips for Meaningful Connections

Referrals are one of the best ways to grow your business or help someone in your network, but there’s an art to doing it right. Whether you’re part of a structured network like Rebel Heart or just connecting people you think could benefit from knowing each other, a solid referral can make a lasting impact. Here are some tips to ensure your referral game is strong, authentic, and mutually beneficial.

1. Know Enough to Connect, But Keep it Simple

The first rule of giving a great referral is to understand the person or business you’re referring. You don’t need to know every detail, but have a good sense of their specialty and what makes them stand out. Remember, you’re not selling their service—you’re simply opening the door for them to connect.

Example: “I’ve worked with her before, and it was a game-changer. The best part? She has packages for nearly every budget.”

Keep the introduction high-level, and let the connection take it from there.

2. Build Trust Through Credibility

Before you make any referral, do a quick check. Is the person you’re connecting genuinely in need of the service, and can they afford it? Referrals are about respecting the time and energy of both parties. Don’t set someone up with a person who’s not a great match. This isn’t just about helping your friend or business connection—it’s about making sure the relationship is valuable for both sides.

By ensuring the referral makes sense, you’re building trust with everyone involved. Remember, it’s about quality over quantity.

Example: “They’ve been looking for exactly the kind of solution you provide, and I think you’ll be a great fit.”

3. Always Ask First

Never introduce people without checking with them first. This is key to building a referral network based on respect and mindfulness. Just shoot a quick message to both parties asking if they’re open to an introduction. This avoids awkward situations and shows that you value their time.

Example: “Hey, I think you’d be a great fit for this connection. Would you be open to me introducing you?”

4. Follow Up and Show Gratitude

Once you’ve made the referral, don’t just walk away. Check in to see how things are progressing and whether you can offer any additional support. Maybe they haven’t had a chance to connect yet, or they need more info. Keeping that connection alive shows you genuinely care about the outcome.

Also, always thank the person who made the referral for you. Whether it’s a quick thank-you text or a handwritten note, gratitude goes a long way. The more appreciated people feel, the more likely they are to help you again.

Example: “Just wanted to check in and see how the connection went. Let me know if I can help in any way!”