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How to Craft a Referral Letter
(a Word-for-Word Example)
 

The single most popular item on my website is the free guide: "Beyond Rainmaking:  How to Start a Referral Hurricane!"

 

In that guide, I describe how to form various "strategic alliances" with those who have influence over your target client demographic.  One particular "strategic alliance" that I describe is called the "Endorsement Joint Venture"  (see the guide above for details).

 

Because "Endorsement Joint Ventures" are one of the most powerful ways to use "strategic alliances," attorneys have asked me for examples of endorsement letters.

 

So, I'm going to give you a word-for-word example.

 

The following example is from Jay Abraham (I can't take credit for his genius).  He writes:

 


 

"If you're a lawyer, have your accountant send a letter to his/her clients endorsing you.  Here's an excellent example that could work for you:

 

It's rare for me to ever write to you in the first place, much less write to you about someone in another business.  But I'm writing to tell you about my attorney, John Schmidlapper, and tell you about all the things he's done for me.  (Then give a litany of all the ways he's saved or made you money.)

 

Because I appreciate the patronage you've given our firm for so many years, I was thinking about sending you a letter or a gift box, but I decided the most noble thing I could do for you is buy you an hour of my attorney's time.  So I've arranged to do that, and there's no charge or obligation to ever use him again.  It's not going to cost you anything, but you've got an hour with him to talk about any subject you want, whether it's overviewing your business, financial planning, contract negotiation, or whatever.  I can't recommend him enough.  Here's his number.  Just tell him that you're the person I've bought the hour of time for."

 


 

Now, let's dissect this for a moment:

 

(a)  First, he tells you why he's writing.  And then he lists all of the specific benefits that the lawyer produced.  This is much more powerful than just a general letter stating: "Go hire Joe Schmoe.  He's Great."

 

(b)  Secondly, he makes the prospective clients believe that the accountant is doing them a favor.  (And, the accountant is -- after all, your time is precious -- and expensive -- isn't it?)

 

(c)  Thirdly, he tells you exactly what to do:  "Here's his number.  Just tell him that you're the person I've bought the hour of time for."  Copywriters call this a "call to action."  Salesmen call this "the close."  Whatever you call it, you have to spell out exactly what you want the client to do.  Otherwise, the client will probably just set the letter aside for "someday."

 

This is not the only way to write an endorsement letter, but it's a great template.  And remember -- you can always use this template for any endorsement scenario, and for any area of practice.

 

Warmly,

Attorney at Law



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