What Makes a Client Truly Referable with Stacey Brown Randall | RR349
In this episode I welcome back Stacey Brown Randall, author of The Referable Client Experience. Stacey challenges the old idea that referrals come from asking. We talk about why excellent work alone doesn’t lead to referrals, what clients are quietly thinking as they move through your process, and how small, human touchpoints build trust, safety, and pride, the emotions that make people willing to put their name behind you.
Key Takeaways
- Great work ≠ referrals. You need both strong delivery and an intentional relationship layer.
- Map your client journey. Label every touchpoint “W” (work) or “R” (relationship) and aim for at least ~20% relationship touchpoints per stage.
- Honor the “quiet voice.” Anticipate what new, active, and alumni clients are feeling and address it proactively.
- Gifts should be about them, not you. Avoid logoed items for referral sources; extend brand through meaningful, client-centric tokens.
- Being small is a superpower. Your ability to connect personally is what big brands can’t replicate.
Stacey can be found at: staceybrownrandall.com
Her book is in book stores and on Amazon: https://a.co/d/0bhNAExm
In appreciation for being here, I have some gifts for you:
A LinkedIn Checklist for setting up your fully optimized Profile:
An opportunity to test drive the Follow Up system I recommend by checking this presentation page - you won’t regret it.
AND … Don’t forget to connect with me on LinkedIn and be eligible for my complimentary LinkedIn profile audit – I do one each month for a lucky listener!
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In Hi everyone, and welcome to this week's
Janice Porter:episode of relationships rule losing my voice, it seems
Janice Porter:today's conversation is all about trust, reputation and what
Janice Porter:truly makes someone referable. I'm joined by Stacey brown
Janice Porter:Randall, who returns to the show after five years. I can't
Janice Porter:believe it. It's so exciting with a fresh perspective from
Janice Porter:her new book, The referable client experience, Stacy
Janice Porter:challenges the idea that referrals come from asking, and
Janice Porter:instead invites us to look at how clients feel, how safe they
Janice Porter:feel, and whether they feel proud to put their name behind a
Janice Porter:recommendation. So welcome to the show.
Janice Porter:Stacey Brown Randall: Stacy, thank you so much for having me
Janice Porter:back. Janice. I'm excited to be here,
Janice Porter:my pleasure. So I want to start by just asking,
Janice Porter:because when we met the first time, you had just written your
Janice Porter:first book. I'm excited. Your new book is pretty new. I think
Janice Porter:in the fall it came out, yes, October. In the fall, yes. And
Janice Porter:we're at the beginning of 2026 now. So I am curious though your
Janice Porter:is your new book an extension of the first book, or is it like a
Janice Porter:big revelation of something new that you have discovered in your
Janice Porter:experience within the last five years? Yeah.
Janice Porter:Stacey Brown Randall: So I love that question, because I think
Janice Porter:it's important to put the books in context. And like, I had
Janice Porter:somebody the other day goes, well, I was going to buy your
Janice Porter:first book, but then I just decided to buy your second book,
Janice Porter:because I'm assuming it's like, all the new stuff, and I'm like,
Janice Porter:not exactly like, That's not exactly how the books work. So
Janice Porter:the context that I think helps people understand and some
Janice Porter:people just ask, like, which book should I start with? And
Janice Porter:that's an excellent question, because they actually address
Janice Porter:different strategies and different needs within your
Janice Porter:business. So when I work with a client on referral generation
Janice Porter:and increasing their referrals, right? We I actually teach 20
Janice Porter:different strategies. That's not to say there are 20 huge
Janice Porter:strategies with complex processes and procedures and all
Janice Porter:kinds of like to do lists and checklists and things, right?
Janice Porter:Some of those strategies are situational and they're language
Janice Porter:based, or they're because this happened, we need to know how to
Janice Porter:respond, and this is the process we follow when this happens. But
Janice Porter:I do teach referrals like they live as an ecosystem within your
Janice Porter:business, and you need to know where they are living and hiding
Janice Porter:or where they should be, so that you can actually cultivate more
Janice Porter:referrals into your business. Because of that, I don't teach
Janice Porter:referrals as referral. If you want a referral, that's a nail,
Janice Porter:and the only tool you need is a hammer, right? I teach a fully
Janice Porter:stocked toolbox, and that's where those 20 strategies come
Janice Porter:from. There are three foundational strategies that I
Janice Porter:teach. The first book, generating business referrals
Janice Porter:without asking comes from the very first strategy I deployed
Janice Porter:for myself, and then I started teaching to others. When others
Janice Porter:started asking me how I was getting referrals so quickly
Janice Porter:when I started this business, which was actually a coaching
Janice Porter:practice back in the day 13, almost 13 years ago. So that
Janice Porter:was, like, that signature strategy. This is how I was able
Janice Porter:to generate referrals. But from that, of course, that's just one
Janice Porter:group of people and so, and that is people who already refer you.
Janice Porter:And that's really what the book was based on, is like, Hey, you
Janice Porter:have people who are referring you. This is the strategy we
Janice Porter:follow to generate more referrals from them. It became
Janice Porter:one of the signature strategies that I teach, and it has been
Janice Porter:for almost 13 years that I've been in business, and it's one
Janice Porter:of those that's just evergreen. It's never going to change.
Janice Porter:Like, you know, people talk about having to update their
Janice Porter:materials and change what they teach because the algorithm
Janice Porter:changes, or this changes, or whatever. I haven't had to do
Janice Porter:that, which is a blessing, but because referrals are evergreen,
Janice Porter:and people are people, and so that is a really important
Janice Porter:piece. So the first book speaks to one of those foundational
Janice Porter:strategies, but there are three of them. The second book speaks
Janice Porter:to another one of the foundational strategies, so they
Janice Porter:operate separately. So that's why I tell folks that pick the
Janice Porter:one to start with, but they are, they tackle different things. So
Janice Porter:when we talk about referrals, I talk about the three groups of
Janice Porter:people that you can get referrals from that you get the
Janice Porter:fastest ROI. There are other groups, but the three that you
Janice Porter:can get the fastest ROI from are going to be the people who refer
Janice Porter:you now your existing referral sources. That's book one. The
Janice Porter:second one's going to be within your client experience, and
Janice Porter:making sure you understand what your client experience needs to
Janice Porter:look like, and you actually know how to bridge the gap to
Janice Porter:referrals. That means you got to be more than just amazing. You
Janice Porter:got to be more than just doing amazing work. And the third
Janice Porter:group, of course, and that's what the second book is based on
Janice Porter:the referral client experience. And the third book, if I ever do
Janice Porter:a third book, but it's going to be, there must be a third book.
Janice Porter:Yeah, maybe I don't know. Every time I write one, I'm like, I'm
Janice Porter:never doing that again. But if I do a third book, it will
Janice Porter:definitely be based on the third strategy, which is how to get
Janice Porter:new people to start referring you. And so you think about it,
Janice Porter:people who already refer you, existing referral sources.
Janice Porter:That's a group. That can refer you more clients can refer you
Janice Porter:depending on what you do, but clients can refer you. And then
Janice Porter:we all have people we wish would refer us, and those are our
Janice Porter:potential referral sources. So that's how the books, they
Janice Porter:actually complement each other. There is different information
Janice Porter:in both because they tackle different strategies.
Janice Porter:Okay, that makes total sense. All right. So this
Janice Porter:book is about the client experience. So what are you
Janice Porter:hoping people understand when they hear that phrase, the
Janice Porter:referable client experience?
Janice Porter:Stacey Brown Randall: Yeah, so the big thing I want people to
Janice Porter:understand, and it's actually I want them to, like, take a deep
Janice Porter:breath and give themselves a break, because most of the time,
Janice Porter:people believe that if they're doing excellent work, they
Janice Porter:should be receiving referrals, and maybe something's wrong
Janice Porter:because they're not. And what I want people to understand is
Janice Porter:doing excellent work does not equal referrals. You can do
Janice Porter:amazing, excellent work, probably like like you and I do,
Janice Porter:and all of your listeners do, right? Like we do, like we don't
Janice Porter:do perfect work. That's not what I'm talking about. We do
Janice Porter:valuable work. What we do matters. It's valuable to our
Janice Porter:clients, right? And when there are problems, we know how to
Janice Porter:solve them on behalf of our clients, that kind of stuff. But
Janice Porter:the idea is that that's all you have to do to generate
Janice Porter:referrals. And then that leads some people to be like, Well, I
Janice Porter:must be doing something wrong because I'm not getting
Janice Porter:referrals. It's first thing I want people to understand is
Janice Porter:they don't equal like doing great work, you can't equal
Janice Porter:referrals, right? So don't expect them, and don't think
Janice Porter:something's wrong because you're not getting them, it doesn't
Janice Porter:mean you're not doing excellent work. What people don't
Janice Porter:understand is they think, because my client loves me, that
Janice Porter:means they must refer me. And the truth is, because your
Janice Porter:client loves you, that's why they're your client. And if they
Janice Porter:can repeat and come back to work with you again, that's why
Janice Porter:they'll do it. And will they maybe talk to you out there in
Janice Porter:generic terms, probably, but will they actually take the
Janice Porter:extra step, and you know, to put their reputation on the line, to
Janice Porter:actually connect someone to you who has the potential to hire
Janice Porter:you. That's a whole different jump you got to make within your
Janice Porter:clients, and most people don't realize that. And so the first
Janice Porter:thing I always want people to know is like, if you're not
Janice Porter:getting referrals, that's that's okay. It's just because you
Janice Porter:don't know what to do to bridge the gap to referrals, but you
Janice Porter:can still get amazing testimonials. Have your clients
Janice Porter:give you amazing feedback. Have your clients tell you that
Janice Porter:you're awesome. Tell your have your clients tell you that they
Janice Porter:talk about you. None of those things are referrals, though,
Janice Porter:and so it's just important for people to understand, Oh, I've
Janice Porter:got what I need now. I need to know how to bridge the gap to
Janice Porter:referrals, but I'll be honest. Janice, there's a lot of folks
Janice Porter:that I talk to that I'm like, you're not actually referable
Janice Porter:yet. Like, there are some things your business has to have in
Janice Porter:place that more than just doing great work, you have to first
Janice Porter:have like, what we call like, the the environment for
Janice Porter:referrals to even start. And that is being referable means
Janice Porter:more than great work. So think about it this way, the work you
Janice Porter:do is one part of the equation, one part of the formula, the
Janice Porter:relationship you build with your clients is the other piece, and
Janice Porter:when you have both of those pieces, then you can bridge the
Janice Porter:gap to actually knowing the tactics or the strategies to do
Janice Porter:to generate referrals well.
Janice Porter:But like that, to me, seems like a no brainer,
Janice Porter:like, if I'm working with somebody, I'm going to build a
Janice Porter:relationship with them that's just through my curiosity,
Janice Porter:through my conversation with them. It's not just cut and
Janice Porter:dried, like, here's the work, you know, like I've done it.
Janice Porter:Goodbye. So, so what does that look like? I mean, for people
Janice Porter:who who don't know?
Janice Porter:Stacey Brown Randall: Yeah, so I think you and I are in unique
Janice Porter:positions, because it's a big part of what we teach others,
Janice Porter:right? It's a big part of like, how we run our businesses. It's
Janice Porter:a big part of how our work is set up, right? Is to have to be
Janice Porter:in relationship with people. But for most business owners, and I
Janice Porter:mean, I would make the argument, I know I sometimes fall into
Janice Porter:this as well. When you get a new client, you get so like, into
Janice Porter:the moment of jumping in to do the work, right, jumping in to
Janice Porter:follow the process, right? Of like, onboarding that client and
Janice Porter:getting them up and going, and whatever your process looks
Janice Porter:like, depending on what you do. And the more clients you have,
Janice Porter:the more distance you get from actually having relationships
Janice Porter:with your clients. And when I say being in relationships, what
Janice Porter:I'm talking about is not that you know everything about their
Janice Porter:life. It's not that you always know everything that's
Janice Porter:happening. It's not that you're taking your clients for coffee
Janice Porter:every month or every quarter, because, let's be honest, none
Janice Porter:of us have time for that, and most of us aren't even local to
Janice Porter:where our clients are. Right? The idea is, is that you
Janice Porter:understand, like the way that I talk about the relationship
Janice Porter:piece in a relationship, in a client relationship and a client
Janice Porter:experience, it's understanding what your client is going
Janice Porter:through as they move through the stages of work. With you, and we
Janice Porter:define those in three stages, but as they're moving through
Janice Porter:working with you through these stages is what is what we call
Janice Porter:the quiet voice. What are the things that they're thinking but
Janice Porter:not saying, and how are you addressing them before they have
Janice Porter:a chance to even articulate it to you, and then making sure
Janice Porter:you're leaning in so that they know you see them more than just
Janice Porter:a client more than just a number, right? This isn't the
Janice Porter:relationship terms in terms of we're now going to be best
Janice Porter:friends, right? That's not what we're talking about on that
Janice Porter:is it understanding them better and
Janice Porter:knowing where to go in your next steps because of something they
Janice Porter:may be exhibiting or sharing
Janice Porter:Stacey Brown Randall: with you? Yeah, it's, it's that overall
Janice Porter:totality of being like, a little bit of that surprise and delight
Janice Porter:factor, like, Oh, I just didn't expect that from my CPA, right?
Janice Porter:I just didn't expect that from my architect. I just didn't
Janice Porter:expect that from my marketing consultant, right? It's that
Janice Porter:ability to be more human, but keeping it within a repeatable
Janice Porter:process, so that all your clients get to feel it. And the
Janice Porter:way that I teach it is you do that based on what your clients
Janice Porter:are going through and what they're feeling through the
Janice Porter:process, and then you're just looking for moments to infuse
Janice Porter:what we call relationship touch points, and sometimes they have
Janice Porter:nothing to do with the work that you're doing in that moment, and
Janice Porter:sometimes they're complimenting the work that you're doing in
Janice Porter:that moment. But it's just reminding your clients that you
Janice Porter:see them more than just a number or more than just a name on your
Janice Porter:to do list, to handle something for them. No one starts a
Janice Porter:business to see their clients as a massive checklist. But the
Janice Porter:more, the longer you're in business, the more that's what
Janice Porter:business starts to look like. And so it's like, Oh, I gotta do
Janice Porter:these things. I gotta do these things. I gotta, you know, in
Janice Porter:addition to like operations and payroll and finances and all the
Janice Porter:things and running my business, businesses become one long to do
Janice Porter:list, and it's just that ability to reset. And if you have a
Janice Porter:team, it's ability to reset with your team to make sure that you
Janice Porter:are referable. And that referability piece comes from
Janice Porter:the relationship that you build, which means it has to be more
Janice Porter:than just the work you're doing.
Janice Porter:Okay, so you mentioned the word touch points,
Janice Porter:and you distinguish in your book between work touch points and
Janice Porter:relationship touch points. Can you share an example of how one
Janice Porter:small shift can change how a client feels?
Janice Porter:Stacey Brown Randall: Yeah, so here's one I just want. Okay, I
Janice Porter:want to give an example, and then there's a couple that I
Janice Porter:could give. But let me start with this example. One of the
Janice Porter:things that I think people miss out on is is like making sure
Janice Porter:that their clients understand that there's a human behind the
Janice Porter:business too, right, and just that connection piece. So one
Janice Porter:easy thing I tell folks to do is that sending holiday cards, but
Janice Porter:not putting a generic holiday card together or not putting,
Janice Porter:you know, like a holiday card where it's just like a picture
Janice Porter:of the business. Maybe it's a picture of the team within the
Janice Porter:business. Maybe, if it's just you in the business, or you
Janice Porter:don't want to put your team on the Christmas card or the or the
Janice Porter:Hanukkah card or the the Holiday Card, maybe it's you and your
Janice Porter:family, right? It's the reminding of that relationship
Janice Porter:piece of like, hey, right, you're a person. I'm a person.
Janice Porter:We've got families behind us. Like, that's one simple thing.
Janice Porter:Other times, when we kind of talk about examples of this, we
Janice Porter:talk about the quiet voice as someone moves from the new
Janice Porter:stage, the active stage, the alumni stage, and sometimes the
Janice Porter:quiet voice is all the things they're not saying. And one way
Janice Porter:you can show up on that relationship side is when a new
Janice Porter:client starts, and they're onboarding, they're having all
Janice Porter:kinds of thoughts they're not telling you. And it's actually
Janice Porter:more than just buyer's remorse. It's usually a mix of buyer's
Janice Porter:remorse, anticipation, excitement and concern, and it's
Janice Porter:all kind of rolled up into one. The longer you're in business,
Janice Porter:you know what your clients are feeling, because eventually
Janice Porter:clients start to verbalize it, right? Oh, I was excited to hire
Janice Porter:you, but I knew that meant I was going to have to do work. Oh, I
Janice Porter:was looking forward to working with you, but I knew that meant
Janice Porter:that I was actually going to have to change or be challenged
Janice Porter:or get better at this, or be willing to do this when I
Janice Porter:usually don't do it, whatever it is, right? Yeah, and it's
Janice Porter:acknowledging that to them. So you may have your onboarding
Janice Porter:process that's happening, where they're completing the
Janice Porter:registration form and paying their deposit or whatever it is,
Janice Porter:right, signing the agreement, getting started in my worlds,
Janice Porter:like getting started with your pre work, getting to understand
Janice Porter:how the online portal works, if they're in my coaching program,
Janice Porter:but it's also then showing up as a person being like, hey, like,
Janice Porter:just a handwritten card, like, hey, like, I'm so excited to
Janice Porter:work with you, but I know this journey is going to probably
Janice Porter:stretch and challenge you, and that's expected, and that's
Janice Porter:normal. And you're not alone. I'm your co pilot coming right
Janice Porter:alongside you, right? We call that the journey card. It's the
Janice Porter:mapping out the journey that your client is probably already
Janice Porter:feeling and already sensing, and then mapping it out for them,
Janice Porter:because once you label it, and once you call it out, and you
Janice Porter:like say, Hey, this is probably what you're feeling, then you
Janice Porter:normalize it, then there's no concern regarding it. And what
Janice Porter:people don't realize is that when you put me at ease, that's
Janice Porter:when I start to trust you more, and that's where our
Janice Porter:relationship starts to grow. So that journey card, right? It
Janice Porter:feels very much. Like, well, it feels like a work touch point,
Janice Porter:but it arrives to your client on the relationship side because of
Janice Porter:what it says. It doesn't say, thanks for being our client.
Janice Porter:We're so excited to make money, right? You're like, that's a
Janice Porter:terrible welcome card, but most people's welcome cards
Janice Porter:effectively say that. They're like, thanks so much for
Janice Porter:becoming a client. We're excited to work together. Like, do more.
Janice Porter:Think about what your clients going through and really meet
Janice Porter:them there in that moment. And that's a simple, handwritten
Janice Porter:card.
Janice Porter:Totally, yeah, that that makes sense. And
Janice Porter:again, there's that there's that misnomer, I guess, that it's the
Janice Porter:wrong word, but I can't think of another one between thinking
Janice Porter:that just because you put you finished working with somebody
Janice Porter:actively right now and now they're on an email list, and
Janice Porter:you just send them this sequence of emails, which I don't do
Janice Porter:because I can't stand them. But you know, they those are touch
Janice Porter:points, but they're really not the same. I know that you have,
Janice Porter:I think you talk about, is it six to eight touch points a year
Janice Porter:for your alumni clients? And we can talk about what that means.
Janice Porter:You can clarify if you want, but is that, is that right? So those
Janice Porter:touch points, whether it's at six, 810, whatever, they're not
Janice Porter:all the same.
Janice Porter:Stacey Brown Randall: Yeah, the variety piece is kind of
Janice Porter:important, and I think it depends on the type of business
Janice Porter:that you have and what you want to do, like, so here's the
Janice Porter:thing, I don't think there's anything wrong with sending a
Janice Porter:monthly email to your alumni clients, right? Like, I'll just
Janice Porter:kind of give it the perspective from inside my business. So
Janice Porter:inside my business, you know, most of the time when people,
Janice Porter:whether they're referred to me, or they hear me on a podcast,
Janice Porter:like your audience, or they see me speak, or, you know, Amazon
Janice Porter:Gods favor my book in the moment, and they promote it, and
Janice Porter:you're like, oh, okay, I'll get that book. It's got some good
Janice Porter:reviews. Let's check that book out, right? However they land in
Janice Porter:my world, right? If they make the decision to work with me,
Janice Porter:and then we've gone through the process of working together, and
Janice Porter:over that's 90 days in my accelerator or a year in my
Janice Porter:coaching program. Like, once they get to the end of that,
Janice Porter:right, it's I don't want them to receive, and while they're a
Janice Porter:client as well, I don't want them to receive the weekly
Janice Porter:emails I'm sending to people who are just starting to learn about
Janice Porter:me that haven't made the decision to hire me, right?
Janice Porter:That's what my weekly emails are for but once you've been a
Janice Porter:client and you've moved to that alumni stage right, one of the
Janice Porter:things that we've instituted is actually what we call is a
Janice Porter:monthly roundup email that we send out on the first of every
Janice Porter:month. But for our alumni, it is entirely different than what
Janice Porter:prospects are going to be seeing on a weekly email. Now my
Janice Porter:clients are used to getting a monthly roundup email because
Janice Porter:all of my programs, no matter which of my three programs
Janice Porter:you're in, and we're about to add it for a fourth program,
Janice Porter:they're used to getting monthly roundups that tell them what's
Janice Porter:happening that month in the program that they're in. Like,
Janice Porter:here are the Q and A calls. Here's the link to schedule a
Janice Porter:one on one with me. Here's something you need to do with
Janice Porter:your dashboard. Here's something we do every February, like,
Janice Porter:whatever it is, right? Yeah, but in addition to that, so for the
Janice Porter:alumni to start receiving that, but they are specific to what I
Janice Porter:already know the alumni have learned, and I just want to
Janice Porter:remind them of the things that they've learned when they worked
Janice Porter:with me, so they don't forget to do the things they're supposed
Janice Porter:to be doing, right? But that's 12 emails a year. They are the
Janice Porter:same, you know, they're inevitably going to be missed.
Janice Porter:If they stop checking them, they will eventually land in
Janice Porter:someone's junk folder, right? And then they won't see them
Janice Porter:until they see one and pull them out and rescue them. So I think
Janice Porter:if you're going to email your alumni clients on an ongoing
Janice Porter:basis like that, is not a well, I send this email to everybody
Janice Porter:so they can get it too. Ours are I personally write my alumni
Janice Porter:emails every single month, and so it's, I'm specifically
Janice Porter:saying, hey, it's January. You know what you have to do in
Janice Porter:January? Set up your new dashboard for the year, right?
Janice Porter:You're not working with me. I'm not giving you one, but go copy
Janice Porter:last year's. Do it again, right? Like, here's what you need to
Janice Porter:do. So I think the email piece is fine. I think as long as it
Janice Porter:is something that they want and something that is useful, right?
Janice Porter:Yeah. But to your point, though, the other parts that you're
Janice Porter:going to do for your alumni clients, there has got to be
Janice Porter:some variety. So for our alumni clients, it really depends on
Janice Porter:where you are, like, are you in your first year of being an
Janice Porter:alumni? Are you in your fifth year of being an alumni? And we
Janice Porter:definitely tear down, and we just have to, because of volume
Janice Porter:and budgets and all kinds of things, right? But at a minimum,
Janice Porter:if you're an alumni client of mine, and you've been in the
Janice Porter:last couple of years, you're going to get a holiday card,
Janice Porter:right? You're probably going to get an invitation to something
Janice Porter:else that we're doing, like, there's other things that we're
Janice Porter:going to include you on and involve you in, depending on
Janice Porter:what we're doing, but it you're probably going to experience
Janice Porter:more of that in your first year and less of that as your alumni
Janice Porter:five. It's been five years, and she worked with me, so there's
Janice Porter:not a there's not a number, like it's got to be seven. It's got
Janice Porter:to be four. But there is this idea that you need to have some
Janice Porter:type of when they're no longer a client, there's no longer. Work
Janice Porter:to deliver now we're only leaning into it from a
Janice Porter:relationship perspective. What does that look like? And you
Janice Porter:know, I've been teaching the referral client experience as
Janice Porter:like, a strategy that what versus like. How I usually first
Janice Porter:teach something is I'll teach it live, and then I'll record it
Janice Porter:for my clients, and then it can be available to the those in the
Janice Porter:online program. But this one we started teaching like, late
Janice Porter:2020, because I really realized people were missing this. Like,
Janice Porter:I always made a disclaimer, I can get you referrals, but I'm
Janice Porter:assuming you're referable. And then finally, I was like, Maybe
Janice Porter:I should actually define what that means and make sure
Janice Porter:everybody's on the same page. It's not just great work, but we
Janice Porter:actually made it a like, a like, it was taught live to people,
Janice Porter:and then it was part of our program as one of our 20 like in
Janice Porter:2021 2022 or something like that. We've even, since then,
Janice Porter:I've even evolved what our alumni client experience looks
Janice Porter:like. So these things do take on evolution, and they do change,
Janice Porter:and sometimes we've pulled back and sometimes we've leaned in,
Janice Porter:but you should always make sure that if if you want repeat
Janice Porter:clients, if that's possible, or you want referrals from your
Janice Porter:alumni clients that aren't referring you before they move
Janice Porter:to alumni, you're going to have to figure out how you're going
Janice Porter:to stay top of mind awareness
Janice Porter:with them. So most people, most people think,
Janice Porter:Oh, I've got to remember to ask for a referral when I'm done
Janice Porter:business. Or ask, you know, right? And I know you're like,
Janice Porter:that's the complete opposite of your strategies and your your
Janice Porter:your business, but where does that come from? Why? Why do we
Janice Porter:feel we have to ask?
Janice Porter:Stacey Brown Randall: Yeah, because it's the only advice
Janice Porter:that's been out there for decades and decades, right? It's
Janice Porter:that idea that, if I want to, if the the gurus and the experts
Janice Porter:who teach the asking, the mentality that they bring to it
Janice Porter:is, I want to get you as quickly as possible to the next
Janice Porter:prospect, right to the next potential client. And one quick
Janice Porter:way to do that is to ask people to refer right somebody else to
Janice Porter:you in on in like, not even theory, but like, in terms of me
Janice Porter:just saying it there, like you, it sounds like, okay, I guess I
Janice Porter:could see how that would be true, right? It's like, from
Janice Porter:this perspective, like, if you want to get me as fast as you
Janice Porter:can get me to the next prospect, then telling me to ask my
Janice Porter:current clients is probably the fastest way to get there. What
Janice Porter:was never paid attention to, what was never acknowledged and
Janice Porter:was usually said. If you feel this way, then you should get
Janice Porter:over yourself, right? Is actually how awkward that is,
Janice Porter:and actually how uncomfortable that can be, and how it changes
Janice Porter:the dynamics of the relationship with the person you're asking
Janice Porter:and how it starts to commoditize the relationship with that
Janice Porter:person. Because the science wasn't clearly considered when
Janice Porter:that advice was created, it's just like, hey, this is easy.
Janice Porter:You want another client go ask somebody to give you one without
Janice Porter:realizing that, oh my gosh, there's so much. This is not a
Janice Porter:plus b equals c. Like, there's so much lost in translation
Janice Porter:between A and B that that's why you never really get to see and
Janice Porter:so that's really like, when people start talking about,
Janice Porter:like, but asking, I've been told I have to ask. I'm like, Yeah,
Janice Porter:because nobody had thought about a different way to do it, and
Janice Porter:that's what they just taught for decades and decades.
Janice Porter:I love that you call yourself a contrarian
Janice Porter:because I love that word in itself, but yeah, that you know
Janice Porter:there is another way, and you've got a handle on it, and you've
Janice Porter:got the market on it, which is great. Something I you and I
Janice Porter:have talked about in an email, actually conversation, I think a
Janice Porter:while back when I I heard you on somebody else's podcast, one of
Janice Porter:your past clients, I think, and the cop, the topic of the
Janice Porter:question or conversation was about sending gifts that are
Janice Porter:branded with your business. And I had just been talking to
Janice Porter:somebody, a colleague, not really a prospect of mine or
Janice Porter:anything, but he was new in in his business, and he was talking
Janice Porter:and he was so excited about how he had just purchased these
Janice Porter:beautiful, I forget the name Yeti, maybe water bottle,
Janice Porter:whatever, and he was going to send them out to his 12 new
Janice Porter:prospects and and I thought I looked at my water bottle and I
Janice Porter:thought I never would take one out or like, if it's got your
Janice Porter:company name on it, I don't really want that. If it's got my
Janice Porter:company name on it might be kind of cool, but anyway, so I had
Janice Porter:just heard you talking about this, and I said to him, I told
Janice Porter:him my theory on it, and then I heard you, and it was like,
Janice Porter:exactly the same. And I went, oh god, I've got to send this to
Janice Porter:him. Do you think I'll insult him, or do you think it'll help?
Janice Porter:Anyway, I did send it to him, and he was appreciative, but I
Janice Porter:want you to share that theory. Yeah, yeah, yeah.
Janice Porter:Stacey Brown Randall: So here's what I always tell folks. I have
Janice Porter:some hard and fast rules around logoed items, and then I have
Janice Porter:some gray area. And I think it's important for folks to
Janice Porter:understand that my hard and fast rule around logoed items is that
Janice Porter:when you were using logoed and when you were using any type of
Janice Porter:gift that you were sending to somebody. Who is a referral
Janice Porter:source. So this is whether they're a client or a center of
Janice Porter:influence or like you know your college roommate, right? So when
Janice Porter:they, no matter what their label is, client, center of influence,
Janice Porter:whatever, right family or friend, when they refer you and
Janice Porter:you choose to send them a gift, right as part of your plan for
Janice Porter:how you're going to take care of them, that gift should always be
Janice Porter:about them, never about you, and your logo on something is always
Janice Porter:about you, right? Even if it is, isn't the brand new Yeti or the
Janice Porter:brand new Stanley, right? It doesn't matter. It is about you
Janice Porter:because your logo's on it, and that is a hard and fast No,
Janice Porter:absolutely not. We do not put our logos on items that we are
Janice Porter:gifting to our referral sources. That's my hard and fast rule.
Janice Porter:Now, where I find like, there is some gray in that is when you're
Janice Porter:talking to your clients and your client experience, and you're
Janice Porter:talking about prospects, and then you're doing right? And
Janice Porter:then there's like the next layer is, like the sponsorship booth,
Janice Porter:right? Everybody's got logo items there. That's why, one of
Janice Porter:the reasons why you have a booth, right? But the idea here
Janice Porter:is, is when you move to the clients and you move to the
Janice Porter:prospects, right, there is more of an understanding that you're
Janice Porter:going to probably, there's like, people will probably give out
Janice Porter:items that have their logo on it. But I always ask the
Janice Porter:question is, depending on how much those things cost you, what
Janice Porter:happens if they never make it out of the house? Like, what
Janice Porter:happens if they never act like we get we we have gotten logoed
Janice Porter:yetis before, right? And I don't think I make a conscious
Janice Porter:decision not to like, to deliberately not grab the one
Janice Porter:that has like the commercial real estate's logo on it. But I
Janice Porter:do definitely defer more to like my college alumni, or like my
Janice Porter:college mascot, or my kids schools, high schools, mascot,
Janice Porter:I'm like, I just or my beloved Red Sox. Like, I'm just gonna
Janice Porter:defer to that one over your commercial real estate one. No
Janice Porter:disrespect, right? But like, that's the reality is, how often
Janice Porter:they actually use because you want them used as a billboard
Janice Porter:for your business, but they don't work like that. So I think
Janice Porter:at that point, if you're going to do something that's going to
Janice Porter:be like we do the same thing inside our client experience is
Janice Porter:we don't actually give out anything with our logos on it,
Janice Porter:right? But we do give out things that talk about referrals,
Janice Porter:right? So we can still extend the brand messaging without it
Janice Porter:being like a blanket, like logoed cup, or right, or logoed
Janice Porter:mug or something like that. We do extend the brand messaging by
Janice Porter:maybe what we're including and what we're actually like.
Janice Porter:Sometimes, when people have, like, tag lines and things and
Janice Porter:things like that, those things can work better, right? Or you
Janice Porter:have sayings that you're known for. So one of the sayings that
Janice Porter:I'm known for is, keep calm and referral on like, that's
Janice Porter:something I've been using for, I don't know, the 1213, years I've
Janice Porter:been in business. Like I saw it early on, I switched it out, and
Janice Porter:I was like, this is fantastic. And, you know, we have it on
Janice Porter:candles, we have it on stickers. We put it on cards, like, so you
Janice Porter:can do things that are valuable for your client, valuable for
Janice Porter:your prospect, where the brand identity can be there, but it's
Janice Porter:so much better than just doing something that is logoed. I
Janice Porter:would, I would still, even though it's gray area, I would
Janice Porter:tell folks, don't do it if you don't have to, you can probably
Janice Porter:be more clever.
Janice Porter:Yeah, exactly. And I love that. Thank you for
Janice Porter:sharing that so so use I have a comment here. Small Businesses
Janice Porter:have something big brands can't replicate. What is that
Janice Porter:advantage, and how can my listeners and viewers lean into
Janice Porter:that?
Janice Porter:Stacey Brown Randall: It's being small. Like, for so long, being
Janice Porter:small was kind of seen as, like, the Oh, I'm not there yet, or I
Janice Porter:haven't arrived. I haven't built this eight, seven figure, eight
Janice Porter:figure business. I don't have a team of 10 or 50. Yeah, I'm just
Janice Porter:getting started. And small is, like, you don't want to stay
Janice Porter:small. You want to scale right? Like, being small is your
Janice Porter:superpower, and you can still be considered small and have like,
Janice Porter:10 or less employees, or 50 or less employees, like, everybody
Janice Porter:gets to define small a little bit differently. But I think the
Janice Porter:smaller you are, the more nimble you are, and in that case, it's
Janice Porter:your ability to connect better and to do the things that big
Janice Porter:brands could never do because their people aren't always
Janice Porter:talking to their clients or but think about this. Think about
Janice Porter:the larger companies where you go to purchase something from
Janice Porter:them, and you never talk to any like you maybe watch a demo on
Janice Porter:the website, right, but you never actually talk to someone.
Janice Porter:Or think of a larger company that has sales reps, but they're
Janice Porter:doing enterprise sales, right? They're doing like, Hey, you're
Janice Porter:I'm going to sell to you, and then I'm going to go talk to
Janice Porter:somebody else and sell to them, but the delivery of that is
Janice Porter:going to be handled by somebody totally different, and I can
Janice Porter:influence it, and I'm totally separate. The smaller you are,
Janice Porter:the more integrated everything becomes, yeah, and that ability
Janice Porter:to really lean into that, to that client experience, and to
Janice Porter:do different things and to show up in different ways. To me, I
Janice Porter:just believe it, and I see it every day with my clients and
Janice Porter:with myself like that are my ability to do that is because
Janice Porter:I'm small, and I think that is our true superpower.
Janice Porter:Yeah, I tend to agree with you, because I love
Janice Porter:working one on one. With people and and that's when I shine. I
Janice Porter:believe, and I love that, and I'm not trying to scale in this
Janice Porter:time of my life. So you know, if I can stay connected to the
Janice Porter:people that I'm working with, it's funny, yesterday I was
Janice Porter:working with a client, and it was our last session on LinkedIn
Janice Porter:session together, and he has gone from corporate to
Janice Porter:consulting on his own. He's sort of in transition, and he's got a
Janice Porter:lot of people that he knows and trusts in his business, because
Janice Porter:he's been in it for a long time, in the industry, commercial real
Janice Porter:estate, actually, and he said something about he he had talked
Janice Porter:to, he talked to, I think, someone he was asking to do a
Janice Porter:recommendation for him on LinkedIn. And because I was
Janice Porter:encouraging him to get recommendations to it's the only
Janice Porter:social proof on LinkedIn right now. And because he has a lot of
Janice Porter:people that know and respect him in the industry, it would be
Janice Porter:good to have something on there. He said, Oh, that's no, no
Janice Porter:problem. So he's talking to this guy, and so he's sharing with me
Janice Porter:yesterday, because he's very, I guess, introverted in that he
Janice Porter:doesn't want to put too much of himself out there. He's not
Janice Porter:really interested in doing a lot of content. I said, Well, you've
Janice Porter:got to be visible somehow. But anyway, we had this
Janice Porter:conversation, and he said that this person that he was asking
Janice Porter:made some comment about his view on, on doing your LinkedIn
Janice Porter:profile, your about section, and something about, you know, it's
Janice Porter:really got to be about your what your customers want, and what's
Janice Porter:in it for me, and he's giving him this lecture When he's
Janice Porter:already had me work with him on it, and has a new one. So my
Janice Porter:client said, well, take a look at the one that I just that I've
Janice Porter:just finished. And he said, Hey, that's really good. So he wanted
Janice Porter:that, you know, that, what's the word? You know? He wanted that
Janice Porter:pat on the back that he'd done the right thing, and yet he was
Janice Porter:kind enough to let me know that that had happened, which was
Janice Porter:really kind and and I appreciated, but it was just
Janice Porter:that people are always looking for, what's the word I'm looking
Janice Porter:for? They're looking for, like people that agree with them
Janice Porter:they're looking for. Oh, okay, yeah, I know, sorry, and that
Janice Porter:they've done the right thing. Well, maybe that would help if
Janice Porter:he decides to refer someone to me, I'm not going to ask him,
Janice Porter:but I'm going to stay connected with him and so be top of mind
Janice Porter:with him, so that maybe you know, more people, because
Janice Porter:you'll be more proud of what we've done together. So, yeah,
Janice Porter:yeah. And, you
Janice Porter:Stacey Brown Randall: know, I think that that's a, I think
Janice Porter:that that validation, right? I think that's yeah. I don't know
Janice Porter:what come to me either, but I knew exactly what you're trying
Janice Porter:to say, yeah. But I think that that validation, particularly,
Janice Porter:like, you know, he's newer, right? Starting a business, he
Janice Porter:may be super well versed in the subject matter expertise. And
Janice Porter:most of the people I work with are expert based business
Janice Porter:owners, right? Like, and I always tell them that I have
Janice Porter:worked with a lot of folks who've got a nice alphabet soup
Janice Porter:after their name, right? They are true expert based business
Janice Porter:owners. And they're like, I am a great attorney, and I decided to
Janice Porter:start my own firm. I am a great finance or financial advisor,
Janice Porter:and I wanted to go out on my own. Or I am a great interior
Janice Porter:designer and I wanted to go out on my own, or I'm this amazing
Janice Porter:change management consultant, and I worked at this, the big
Janice Porter:consulting firm, and now I want to go out on my own right, and
Janice Porter:then they have to figure out how to be a business owner, yeah, on
Janice Porter:top of their great, amazing expertise. And so, yeah, I do
Janice Porter:think there's sometimes when that can be very overwhelming.
Janice Porter:We find ourselves in a place where we're like, you know,
Janice Porter:we're talking to folks, we're getting advice or whatever, and
Janice Porter:we kind of want to be like, I'm already doing that. I already
Janice Porter:got that. Like, we just want to, like, prove ourselves. Like, why
Janice Porter:grab that box check? Like, I hired a consultant to make sure
Janice Porter:I had that piece right? Like, yeah, I think that that is
Janice Porter:always because, let's be honest, as a business owner, right? I
Janice Porter:mean, I've been in business almost 13 years. There is still
Janice Porter:so many people trying to vie for my attention, to try to help me
Janice Porter:with my business, to sell me something, right? And it's no
Janice Porter:different than what I do. It's no different than what you do,
Janice Porter:right? You're out there to help people with their LinkedIn
Janice Porter:profiles. I'm here to help people generate more referrals,
Janice Porter:and there are a multitude of people like us or compliment
Janice Porter:what we do, or in our exact space, or in other spaces, and
Janice Porter:it gets really noisy for business owners to figure out,
Janice Porter:who am I going to listen to, what am I going to focus on? And
Janice Porter:that's why I always tell clients, I'm like, you can't
Janice Porter:solve all your business problems in a year, but you could
Janice Porter:probably solve three or four of them. So like, do you even know
Janice Porter:what the three or four that you need to solve this year? And
Janice Porter:then find the experts you decide you to listen to and in that
Janice Porter:particular area, and go one by one, and then decide if you're
Janice Porter:going to hire, who you're going to hire from those that you've
Janice Porter:narrowed it down to, but if not, you'll just be ping pong and all
Janice Porter:over the place looking for folks that can. You know, give you
Janice Porter:advice, because there's tons of those folks out there willing to
Janice Porter:give advice.
Janice Porter:That's for sure, daily in my inbox. All you know,
Janice Porter:as soon as I went and I thought I told you this, but I forgive
Janice Porter:me if I didn't that, I'm now on YouTube as well. And as soon as
Janice Porter:I put my podcast on YouTube, a zillion people telling me how to
Janice Porter:do it better.
Janice Porter:Stacey Brown Randall: Oh, and they're getting like, this is
Janice Porter:the I see this a lot. So we're really, we really leaned into
Janice Porter:YouTube last year. I finally conceded to my assistant, Kathy,
Janice Porter:who was like, You have got to turn your podcast into a video
Janice Porter:podcast. And I'm like, fine. So finally did it last year. So
Janice Porter:we've been all on YouTube too. And like in the beginning when
Janice Porter:those folks would reach out, like, hey, let's improve your
Janice Porter:YouTube channel. Now they're just mean, yeah, they're like,
Janice Porter:here's the 14 things you're doing poorly and you need to fix
Janice Porter:it. And I'm like, everything's fine right now for what I want
Janice Porter:it to be. And like, and a part of me is like, like, I would
Janice Porter:ever use somebody who's just mean,
Janice Porter:there's all the things you're doing wrong. Yeah,
Janice Porter:I know. I've had, I've had so many of those lately. Anyway,
Janice Porter:alright, if someone wants to start becoming more referable
Janice Porter:without overhauling their entire business, where is one
Janice Porter:meaningful place to begin?
Janice Porter:Stacey Brown Randall: Okay, so this is a great exercise. It's
Janice Porter:going to take a little bit of space. This is not something you
Janice Porter:can just knock out on your morning walk or knock out, and
Janice Porter:like a 30 minute session, you may need an hour. So just, it's
Janice Porter:a great exercise that you can do, though, and that is just
Janice Porter:from start to finish. Imagine a new client said yes to you, and
Janice Porter:you're going to write down, okay, a client just said yes to
Janice Porter:me, what's the very next thing that happens? And then you're
Janice Porter:just going to ask your question yourself, what's the next thing
Janice Porter:and the next one. And then this is going to help you create your
Janice Porter:entire client experience start to finish. So you're mapping out
Janice Porter:your entire client experience start to finish, from the things
Janice Porter:you do, from the minute they say yes, till they're done working
Janice Porter:with you. And if you do anything in the alumni stage, anything
Janice Porter:that you're also connecting with your clients on in the alumni
Janice Porter:stage, you're going to map it all out, right? Then you're
Janice Porter:going to look at everything you wrote down and everything that
Janice Porter:is delivering work, like the main purpose of it is to deliver
Janice Porter:work. You're going to put a W by it, and then you're going to
Janice Porter:look and you're like anything that is purely relationship
Janice Porter:based, that client appreciation party, those holiday cards,
Janice Porter:whatever it is like, those are the two I find that most that
Janice Porter:some people have a majority of people have, then you're gonna
Janice Porter:put an R by 'em, and what you're looking for is how many W's do I
Janice Porter:have in relation to the number of r's that I have work being,
Janice Porter:W's being work, touch points and R being relationship building
Janice Porter:touch points. And some of them may be both, right? It may be
Janice Porter:like we're ending the job with the client and we're providing a
Janice Porter:gift. So it may be a W and an R, but you look at how many W's you
Janice Porter:have versus how many R's you have, and as you look through
Janice Porter:each stage in your business, new, active and alumni, and
Janice Porter:depending on how long the active stages you want to make sure
Janice Porter:you've got at least 20% of the touch points in any given stage
Janice Porter:being relationship focused. Most folks map out their client
Janice Porter:experience, then they assign their W's and their R's, and
Janice Porter:they realize they send a welcome card at the beginning and a
Janice Porter:holiday card every year and a thank you card at the end, and
Janice Porter:that's it. And they're like, oh,
Janice Porter:barely at 1%
Janice Porter:for the for the relationship, for the r's that I'm trying to
Janice Porter:do,
Janice Porter:but it's the best place just to see the gaps, yeah, that you
Janice Porter:have, right and
Janice Porter:just acknowledge like, I don't need, like, I'm not. This is
Janice Porter:not, this is not a one to one for every work I do, I deliver
Janice Porter:relationship that's creepy and weird. Don't do that. But you
Janice Porter:know, like, I think about it from like, for every three or
Janice Porter:four or five touch points that you're doing that's work
Janice Porter:related. Is there anything that you're coming behind that from
Janice Porter:that perspective, and doing that is relationship based as well,
Janice Porter:but what you do based on which stage matters, and we have best
Janice Porter:practices in the book. So like when you get to part two of the
Janice Porter:book, we break down the new stage, the active stage and the
Janice Porter:alumni stage. We talk about pitfalls to avoid the things
Janice Porter:that matter most in that stage, and then some best practices,
Janice Porter:like they're in the book. So people can go grab them from the
Janice Porter:referable client experience, or just use them to jump start your
Janice Porter:creative thinking in terms of what other relationship touch
Janice Porter:points you could be doing.
Janice Porter:That's fantastic, and that's a great reason for
Janice Porter:people to go and purchase your book, which I'm guessing they
Janice Porter:can buy on your website and on Amazon
Janice Porter:Stacey Brown Randall: they get, not on my website, but wherever
Janice Porter:books are sold, so which, whichever retail they have, a
Janice Porter:local independent store, an indie store, if they have lay
Janice Porter:like Barnes and Nobles over Amazon, it doesn't matter
Janice Porter:wherever books are sold, you'll be able to purchase the book.
Janice Porter:Yes, perfect. Um, alright, that's a wonderful last
Janice Porter:question, really, to ask you, because it makes me want to go
Janice Porter:and do that myself. So that's awesome. I'm going to reread the
Janice Porter:part in the book and and get a fresh sheet of paper and my
Janice Porter:fountain pen, and I'm just going to, yeah, anyway, it's
Janice Porter:fantastic. Thank you again. Tracy Stacy, I did it again.
Janice Porter:Amen. Good. Hey, DC. Stacey, with a knee too, and for being
Janice Porter:my guest again, and I love to. Um, to share your work with my
Janice Porter:clients, because it's such a good fit. I, in fact, I have a
Janice Porter:couple of notes I had written down that my that your book
Janice Porter:strongly aligns, aligns strongly with me and relationships rule,
Janice Porter:because it is, it's with staying connected without an agenda
Janice Porter:being remembered for how you make people feel, building
Janice Porter:relationships that Outlast transactions and appreciation as
Janice Porter:a strategy, not a tactic. So you don't need to force the
Janice Porter:connection. It will happen organically if you lean into the
Janice Porter:feeling side of a conversation. And I love that, because, as I
Janice Porter:said earlier, it's my curiosity that makes that go further and
Janice Porter:happen. So I always inspire for people to be more curious,
Janice Porter:because that's what will make it build the relationship faster.
Janice Porter:Because when you're asking questions, it's about them, it's
Janice Porter:not about you, right?
Janice Porter:Stacey Brown Randall: And I always tell folks, sometimes,
Janice Porter:when they learn those things for me, and I'm like, we're going
Janice Porter:backwards, they're like, Wow, we're going roll backwards. This
Janice Porter:feels real slow. I'm like, yep, because that's a human on the
Janice Porter:other end,
Janice Porter:yeah, yeah. It's fantastic. Well, thank you so
Janice Porter:much, and I hope that my my viewers and my listeners will
Janice Porter:see the power in this conversation and as a reminder
Janice Porter:that referrals are not transactions, they're moments of
Janice Porter:trust, pride and connection, and I know that Tracy has given us a
Janice Porter:thoughtful way to look at our relationships and our client
Janice Porter:experience through a much more human lens. So Stacy, thank you.
Janice Porter:Thank you for sharing your wisdom and for reminding us that
Janice Porter:how we make people feel is always what they remember.
Janice Porter:Stacey Brown Randall: Thank you for having me. Janice, I loved
Janice Porter:being back.
Janice Porter:You're very welcome. Thank.