PleaseMeet

Practical guide

How to ask clients for referrals without making it awkward

Ask just after you've delivered something valuable. Be specific about whom you help, make it easy to say no, and offer to write the introduction yourself.

1. Choose a good moment

After a problem is solved, a project is delivered, or a regular review went well, ask while the outcome is fresh. Don't make the client feel obligated or turn the conversation into a sales pitch.

2. Ask for a person, not a vague endorsement

Instead of “Do you have any referrals?”, try: “Is there one business owner you know who could use help with this? If someone comes to mind, I'd be glad to draft a short note you can edit.”

3. Make the next step small

Your client should not have to invent the wording, hunt for your contact details, or manage a follow-up. Give them a simple way to review a short, factual introduction and approve it when they're comfortable.

4. Respect a no

If nobody comes to mind, thank them and leave it there. Don't pursue their friends' information without permission or treat clients as a list of leads.

5. Follow up with the person introduced

When a client sends a personal introduction, answer promptly, acknowledge the introducer, and ask whether the prospect would like to talk. Don't assume interest means a guaranteed sale.

Where PleaseMeet fits

PleaseMeet lets a business share a personal link. A happy customer chooses whom to introduce, reviews the message and approves it. When they connect Gmail, the introduction comes from their own email, with the business copied. The business can then arrange a meeting. PleaseMeet does not read anyone's inbox.

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