Referrals are the cheapest and easiest customers to close. With a simple message at the right moment, it stops being a matter of luck.
In this article
Why ask for referrals
People who come through referrals already trust you, negotiate less, and close faster. Even so, most companies wait for referrals to happen on their own. Asking naturally via WhatsApp turns satisfied customers into a constant source of new clients.
WhatsApp makes it easy because the customer can forward your contact with one tap.
The right moment
Right after a result: the service delivered, a compliment received, a positive review.
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It takes 20 seconds. Prefer to talk directly on WhatsApp?
A simple message
"Glad you liked it! If you know anyone who also needs this, feel free to refer me. I’ll take care of them just the same."
Make forwarding easy
Send a short text and your WhatsApp link for the customer to forward.
Benefit for both sides
Discount or gift for both the referrer and the new customer. It works, but it’s not mandatory.
Record the source
Note who referred each new customer. That way you can thank them and know who your best promoters are.
Always thank
A thank-you message, even if the referral doesn’t close, encourages new referrals.
Treat the referred as special
People who come through referrals expect the same care. Don’t disappoint.
For companies
In B2B sales, ask who else in the company or department might be interested.
Follow up
Count how many customers came through referrals each month.
Common mistakes
Asking before delivering results, being pushy, and forgetting to thank.
Example text to forward
"I know a great nutritionist, Dr. Paula. She offers online and in-person appointments and is very attentive. Her WhatsApp is this link." When you provide this ready-made text, the customer just needs to forward it.
Frequently asked questions
What is the best time to ask for a referral?
Right after a positive result: the service delivered, a client compliment, or a good review. That’s when they’re most satisfied and willing to help.
The bottleneck is almost never the team. It’s the time until the first response.
VeyloCRM responds to the lead immediately in your own language, organizes every conversation in the CRM, and keeps ready messages at the team’s fingertips — on WhatsApp, Instagram, and Messenger.