Conversation Agent - Valeria Maltoni - Learn to Build a Referral Engine

« Top Company Blogs Require Content Strategy, Expertise, Good Writing | Main | Want to Build Influence? Be a Meaningful Specific »


I have the double edged sword of having to turn away potential new clients who won't generate enough revenue for the business - these are the same type clients I was clamoring for in the early days. Unfortunately, I sometimes have to tell referrals from early clients that I can't take their case because I am limited to what I can do. Would you advise that I try to hire someone to handle these smaller cases for me, or refer them on to strategic partners who handle smaller accounts?

@Lateef - beyond the tools, it's how they integrate and are maintained after they're set up, that will be useful to you. Thank you for addressing Jim's scenario.

@Jon - let me know how you like it.

@Ricardo - very practical and easy to read. Glad you grabbed a copy.

@Jim - I could have not brought it home better than Lateef. Hope this conversation was helpful.

@Jim Matorin

I'm new to this, but I think people only think of referrals when they hear a "buy signal" from one of their friends. They don't think "That company was awesome, I need to tell others about it." Instead, they think "My buddy is looking for a house, I should have him use my real estate agent". So companies do have to ask for referrals to spur them on - otherwise they only happen randomly.

The comments to this entry are closed.

Conversation Agent

  • Since 2006, Conversation Agent focuses on the impact of technology on business, culture, and human behavior.


As seen on

Advisory Boards

Marketing that makes business sense


Book Reviews

  • Conversation Agent participates in the Amazon Services LLC Associates Program. It provides a means for Conversation Agent to earn commissions by linking to Amazon.

Comment Policy and Social Guidelines

  • This is my blog and not a public space. Critical discourse is welcomed. However, inappropriate comments will be deleted. See my social guidelines for reference.


  • The opinions blogged herein represent only those of Valeria Maltoni and do not reflect those of her employer, persons or companies mentioned herein, or anyone else.