Feb. 10, 2026

What Makes a Client Truly Referable with Stacey Brown Randall | RR349

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

  1. Great work ≠ referrals. You need both strong delivery and an intentional relationship layer.
  2. Map your client journey. Label every touchpoint “W” (work) or “R” (relationship) and aim for at least ~20% relationship touchpoints per stage.
  3. Honor the “quiet voice.” Anticipate what new, active, and alumni clients are feeling and address it proactively.
  4. Gifts should be about them, not you. Avoid logoed items for referral sources; extend brand through meaningful, client-centric tokens.
  5. 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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http://JanicePorter.com

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Janice Porter:

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

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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

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her new book, The referable client experience, Stacy

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challenges the idea that referrals come from asking, and

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instead invites us to look at how clients feel, how safe they

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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,

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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

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the context that I think helps people understand and some

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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

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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

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strategies with complex processes and procedures and all

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kinds of like to do lists and checklists and things, right?

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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

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respond, and this is the process we follow when this happens. But

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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

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or where they should be, so that you can actually cultivate more

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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,

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and the only tool you need is a hammer, right? I teach a fully

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stocked toolbox, and that's where those 20 strategies come

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from. There are three foundational strategies that I

Janice Porter:

teach. The first book, generating business referrals

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without asking comes from the very first strategy I deployed

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for myself, and then I started teaching to others. When others

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started asking me how I was getting referrals so quickly

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when I started this business, which was actually a coaching

Janice Porter:

practice back in the day 13, almost 13 years ago. So that

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was, like, that signature strategy. This is how I was able

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to generate referrals. But from that, of course, that's just one

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group of people and so, and that is people who already refer you.

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And that's really what the book was based on, is like, Hey, you

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have people who are referring you. This is the strategy we

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follow to generate more referrals from them. It became

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one of the signature strategies that I teach, and it has been

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for almost 13 years that I've been in business, and it's one

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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

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changes, or this changes, or whatever. I haven't had to do

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that, which is a blessing, but because referrals are evergreen,

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and people are people, and so that is a really important

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piece. So the first book speaks to one of those foundational

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strategies, but there are three of them. The second book speaks

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to another one of the foundational strategies, so they

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operate separately. So that's why I tell folks that pick the

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one to start with, but they are, they tackle different things. So

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when we talk about referrals, I talk about the three groups of

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people that you can get referrals from that you get the

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fastest ROI. There are other groups, but the three that you

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can get the fastest ROI from are going to be the people who refer

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you now your existing referral sources. That's book one. The

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second one's going to be within your client experience, and

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making sure you understand what your client experience needs to

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look like, and you actually know how to bridge the gap to

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referrals. That means you got to be more than just amazing. You

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got to be more than just doing amazing work. And the third

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group, of course, and that's what the second book is based on

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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

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never doing that again. But if I do a third book, it will

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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

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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

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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

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should be receiving referrals, and maybe something's wrong

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because they're not. And what I want people to understand is

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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

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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

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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

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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

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have like, what we call like, the the environment for

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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

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do is one part of the equation, one part of the formula, the

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relationship you build with your clients is the other piece, and

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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

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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

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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

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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

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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

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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.

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That's fantastic, and that's a great reason for

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people to go and purchase your book, which I'm guessing they

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can buy on your website and on Amazon

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Stacey Brown Randall: they get, not on my website, but wherever

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books are sold, so which, whichever retail they have, a

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local independent store, an indie store, if they have lay

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like Barnes and Nobles over Amazon, it doesn't matter

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wherever books are sold, you'll be able to purchase the book.

Janice Porter:

Yes, perfect. Um, alright, that's a wonderful last

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question, really, to ask you, because it makes me want to go

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and do that myself. So that's awesome. I'm going to reread the

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part in the book and and get a fresh sheet of paper and my

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fountain pen, and I'm just going to, yeah, anyway, it's

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fantastic. Thank you again. Tracy Stacy, I did it again.

Janice Porter:

Amen. Good. Hey, DC. Stacey, with a knee too, and for being

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my guest again, and I love to. Um, to share your work with my

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clients, because it's such a good fit. I, in fact, I have a

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couple of notes I had written down that my that your book

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strongly aligns, aligns strongly with me and relationships rule,

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because it is, it's with staying connected without an agenda

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being remembered for how you make people feel, building

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relationships that Outlast transactions and appreciation as

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a strategy, not a tactic. So you don't need to force the

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connection. It will happen organically if you lean into the

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feeling side of a conversation. And I love that, because, as I

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said earlier, it's my curiosity that makes that go further and

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happen. So I always inspire for people to be more curious,

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because that's what will make it build the relationship faster.

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Because when you're asking questions, it's about them, it's

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not about you, right?

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Stacey Brown Randall: And I always tell folks, sometimes,

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when they learn those things for me, and I'm like, we're going

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backwards, they're like, Wow, we're going roll backwards. This

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feels real slow. I'm like, yep, because that's a human on the

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other end,

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yeah, yeah. It's fantastic. Well, thank you so

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much, and I hope that my my viewers and my listeners will

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see the power in this conversation and as a reminder

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that referrals are not transactions, they're moments of

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trust, pride and connection, and I know that Tracy has given us a

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thoughtful way to look at our relationships and our client

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experience through a much more human lens. So Stacy, thank you.

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Thank you for sharing your wisdom and for reminding us that

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how we make people feel is always what they remember.

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Stacey Brown Randall: Thank you for having me. Janice, I loved

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being back.

Janice Porter:

You're very welcome. Thank.