A Tale of Two Referrals

I originally posted this on my other blog 4/11/09. If you missed it then, I hope you enjoy it today.

CJ Bowker sent me this email on Tuesday, 4/7.

Thank you for the follow up.  After our meeting I really think you should meet Rick, so…

Joe meet Rick
Rick Roberge 508-xxx-xxxx
Rick meet Joe
Joe LastName 617-xxx-xxxx

I called Joe on Wednesday. Had a conversation. Followed up by email and scheduled our next event. Then, I called CJ on Thursday, thanked him for the introduction and told him that we had spoken and were scheduled to talk again.

 – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – – –

On the flip side……

On 1/16, I sent this email to Sylvester.

Sylvester, this question was posted to one of my groups. Is it something for you? (Then I included the question which was a ‘sweet spot’ request for Sylvester’s stuff.)

Three hours later, I received this email from Sylvester’s boss.

Good lead …we appreciate it very much!!

A half hour later, I received this email from Sylvester.

Thanks for the lead! I will let you know how it goes!

I never heard from either again.

On 4/8, I sent this email to the person that I had referred.

Kate, You posted this question to our group back in January. I forwarded your request along to Sylvester. I think that they contacted you but I never heard how it turned out. Did they treat you properly? Were they able to help? Rick Roberge

Kate replied on 4/10 with this email.

Rick, Thank you for the follow-up (and the original referral). Sylvester did contact me and came for a meeting in our office, but then I never heard from him again. It’s okay though, I am working with somebody on this right now and it looks like we will be installing a new system soon. Thanks again for your help. Kate

I replied 8 minutes later.

Perfect! Thank you for the response. I didn’t know them as well then as I do now. Based on what I know, I wouldn’t refer them today. God watches over us. I’ll be more selective in the future.

What is there to say? I hope Sylvester is good at making cold calls.

One thought on “A Tale of Two Referrals

  1. This post really should be an eye-opener for many people. Even if a referral doesn’t close, I like to send a thank you email or SendOutCard.
    I hope that some of the people to whom I refer see this post Rick…

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