Charlie Hauck, Part 2: Referrals, Introductions, and Earning Trust
About Charlie Hauck
Charlie Hauck is President of Growth Dynamics Online. This second Tailwind conversation focuses on how service, trust, clear expectations, and generous introductions support a referral-driven business.
Episode Notes
Key moments from this episode
Charlie Hauck returns for part two to discuss building a referral-driven business. He explains why cold calling still teaches valuable skills, how strong service earns the right to ask for introductions, and why he sets expectations for referral conversations before a client signs. Charlie demonstrates a low-pressure way to ask, emphasizes that an introduction should open a conversation rather than pre-sell the prospect, and describes how a clear client profile and generous connections help a network compound over time.
Takeaways
- Keep the discipline learned from cold calling while building a more intentional referral motion.
- Earn the right to ask by delivering value and showing a genuine interest in the client's business outcome.
- Set the expectation for a referral conversation early, without treating introductions as an obligation owed by every client.
- Ask permission, keep the introduction low pressure, and respect a person's decision not to meet.
- Describe the kind of business you can help and make useful introductions yourself so people can recognize relevant connections.
Key Moments
- 0:25
Keep the lessons of cold calling
Charlie opens by recognizing the discipline and resilience that direct prospecting can build.
Read transcript at this moment - 8:26
Earn referrals through service and business value
Referral opportunities begin with delivering beyond the product and showing a genuine commitment to the client's outcome.
Read transcript at this moment - 11:31
Set expectations for referral conversations early
Charlie explains the connection between generous service and asking for time to discuss useful introductions.
Read transcript at this moment - 14:36
Ask permission to have the referral conversation
Charlie demonstrates a low-pressure approach for clients with whom the expectation was not established earlier.
Read transcript at this moment - 29:00
Use a clear profile to make introductions easier
A description of the business and situation you serve helps the other person recognize relevant people in their network.
Read transcript at this moment - 33:06
Build the habit of giving introductions
Charlie closes the loop by describing generous referrals as a habit across business and everyday life.
Read transcript at this moment
Transcript
0:02 We got another episode of Tailwind. We
0:04 have Charlie back with us today because
0:06 last time we didn't get to referrals and
0:08 we really wanted to talk about it, but
0:09 we were having too much fun talking
0:11 about prospecting. Uh, so he's back.
0:13 He's going to provide a little bit more
0:15 information. Charlie, any other thoughts
0:16 before we just start diving in? Um,
0:19 look, um, I I as we go through this
0:22 chapter today, I don't want to diminish,
0:24 uh, the fact that there's a lot of
0:25 people and a lot of businesses that rely
0:27 on cold calls and the most basic and
0:30 fundamental types of prospecting that
0:32 most every one of us
0:34 >> had to work our way through at the
0:36 beginning of our careers. So although I
0:39 am uh I'm a 36 year old business as we
0:44 currently or 36 37 year old business and
0:47 we only work on referrals basically. I
0:50 don't mean to diminish the power and the
0:52 necessity to be able to be a highly
0:55 efficient and highly effective cold call
0:57 performer. So, um, one of them is more
1:00 efficient and more effective, but one of
1:02 them is a great, um,
1:06 >> college of hard knocks, if if I can use
1:09 that term.
1:10 >> If you're not tough enough to make cold
1:12 calls,
1:14 >> you're probably going to struggle in a
1:15 lot of parts of being in the business
1:17 development world. So, I appreciate the
1:20 uh I saw another one of your posts where
1:22 you had somebody on you were talking
1:23 about cold calls and the discipline
1:26 >> and all that stuff is true. So, it's not
1:29 a do this or that. You should be both
1:33 skilled in those arenas. So, thanks for
1:35 for giving us all an opportunity to talk
1:37 about that reality of business
1:39 development and prospecting.
1:41 Yeah, you know, I think uh there's it's
1:44 different tools for different needs of
1:46 the business. And you know, I've had
1:48 somebody say to me in the past like,
1:49 "Look, a referral is great. Uh but
1:52 sometimes the only way to get into an
1:53 organization or into a new industry is
1:55 through a cold call." And you might be
1:57 able to eventually start using referrals
1:59 once you establish yourself, but it's a
2:01 it's giving you opportunity to have
2:02 conversations you wouldn't otherwise be
2:04 able to have. So
2:05 >> yeah,
2:05 >> um, as effective as referrals are, and I
2:07 think it's what, 50% 80% more likely
2:10 that a deal is going to go through if
2:12 it's a referral, uh, you know, that's
2:14 great and you want to have that, but you
2:16 know, have a balanced toolkit, I guess.
2:18 >> Yeah. Yeah. It's, um, look, I admit I,
2:22 um, I did a lot of cold calls when I got
2:25 into this consulting business.
2:27 >> Yeah.
2:27 >> And, um, I'm going to share something
2:30 that people will be like, "Click, I'm
2:31 out of here." Um, I went 0 for I think
2:35 four months.
2:37 >> Yeah.
2:37 >> Um, and I just found out it wasn't I did
2:41 them because in a way it's the it's like
2:45 going to the gym. You're you're never
2:47 going to set your personal record for
2:49 what you lift if you don't do the if you
2:51 don't do the grunt work long enough.
2:54 >> Yeah. And and so I did the grunt work
2:56 and I learned that I I was wasn't
3:00 particularly good at it. I I can train
3:03 it. That's a big part of my business,
3:05 but it just I I never felt the comfort
3:09 and I think it showed in the people I
3:10 was talking to. Um I
3:15 that I just know that I was also
3:18 starving. So um I had to do something.
3:22 And it when I got started,
3:25 I had to do it because that's what in a
3:28 way you pay the price.
3:29 >> Yeah.
3:30 >> So, I was willing to pay the price and I
3:32 learned a lot of lessons. Um, but I
3:35 really I I just I didn't want I was
3:38 impatient.
3:39 >> And so, I I f finally just created this
3:43 belief that
3:46 if I was brave enough to make cold
3:47 calls, I could be brave enough to ask
3:49 for referrals. It's the same. What am I
3:52 afraid of most?
3:54 >> Either or. Take your pick. There isn't a
3:56 right or a wrong. So, I I figured out
3:59 what worked well for me. Um, and I've I
4:03 had a guy that worked for me 20 years
4:05 ago. Best cold calling machine I've ever
4:07 seen.
4:08 >> Yeah.
4:09 >> Just unbelievably good at um and there
4:13 there's some accounts we picked up while
4:15 he was working with me. Was just
4:17 amazing. But um he could do it way way
4:21 way better than I could.
4:23 >> Um and he learned to live in it and and
4:27 good for him. It's not he's I'm better
4:29 than he is or he's better than I am.
4:30 We're just different parts of the same
4:33 team.
4:34 >> Yeah. And play your strengths, right? If
4:36 you can do if you can get more ROI out
4:38 of the referrals, why why take away time
4:40 from referral activity, right?
4:43 >> Yeah. I I'm um I'm not a believer that
4:45 as an entrepreneur
4:47 or at any part of any any of the things
4:50 that we venture into, you have to learn
4:52 how to do everything.
4:54 >> Like if you're a new business owner, you
4:55 got to learn how to do everything. Um I
4:58 I almost can't find anything more
5:01 disruptive to an entrepreneur's success.
5:04 Um,
5:05 >> and and so,
5:07 you know, yes, all entrepreneurs
5:09 probably need to prospect some,
5:11 >> but if like if the guy's a software
5:14 genius,
5:15 I'd want that guy doing software. If I
5:17 was the owner of that company and I was
5:19 that guy. So, um, yeah, but look, cold
5:23 calls, uh, a million in one lessons
5:26 every week that you do cold calls and,
5:29 uh, hopefully people have enough support
5:32 and enough of a an anchor with a manager
5:35 that can help people learn those lessons
5:38 and not just say, "Well, you got to
5:41 figure it out on your own." Worst worst
5:43 managers in the world have that as an
5:45 answer.
5:46 >> Yeah. No, you definitely got to help
5:47 them out with that.
5:48 >> Yeah.
5:49 you know, were you um when you were
5:51 doing that cold calling for the first
5:53 four months, were you also doing
5:54 referrals at that point in time or was
5:56 there a decision that you had to make to
5:57 switch?
5:58 >> Um I um any of us that have um
6:03 look, I think if if people don't get
6:06 told that referrals don't just come from
6:09 your business arena,
6:11 >> um I'm lucky I live in a town outside of
6:13 Philadelphia. I grew up here. My wife
6:16 grew up here. Um, we've basically lived
6:20 here forever. Uh,
6:23 for reasons beyond our business, I don't
6:25 think we're allowed to move away. Um,
6:29 but, uh, based on some familial
6:31 connections to this community, but um, I
6:34 I tried referrals
6:37 um,
6:38 and I I I I planted seeds, I think, with
6:41 asking for referrals and that helped me,
6:44 but I think they had to percolate. I
6:46 think they had to germinate and start to
6:50 come out of the ground. And so the part
6:52 that I love about cold calls, as much as
6:55 I don't like them, there is something
6:56 that I love about them,
6:59 I I think that the karmic gods of the
7:03 world smile on people that do the things
7:06 they have to do, even if they don't like
7:08 them.
7:09 >> Yeah.
7:09 >> And I did not like making cold calls.
7:12 And so I had a a recipe of 15 cold calls
7:17 every day.
7:19 >> Mhm.
7:20 >> And um I committed to that and I kept my
7:23 scorecard. And
7:25 those that discipline told me I could do
7:28 things that for other reasons I
7:31 struggled with at that point in my life.
7:33 And so I love the power that that
7:35 discipline teaches us. And if you're
7:38 going to make it in the business
7:39 development world,
7:41 man, there's a lot of um a lot of bad
7:46 experiences. Not like, oh, someone
7:50 stabbed you or anything, but there's a
7:52 lot of heartbreak and self-doubt and
7:55 there's a lot of weeks of like, what the
7:58 heck am I doing here? Do I actually
8:00 belong here? But it taught you how to
8:02 see beyond a call, a day, a week as the
8:08 definition of your career.
8:10 >> Yeah. Yeah. It's the resilience. You
8:13 you're just going to be forced, right?
8:15 >> Yeah.
8:16 >> So, if I'm a if I'm a business owner or
8:18 a seller that has been using cold
8:20 calling and is going, "All right, well,
8:23 you've convinced me I should check out
8:24 doing referrals, you know, how how do
8:26 you recommend getting started? What's
8:28 what's my beginning? What's my step
8:30 one?" Yeah, I I I think that um
8:37 you have to you have to recognize
8:40 my belief. Okay. So, no, you don't have
8:43 to. I believe
8:45 >> you
8:46 >> if you can deliver beyond the product or
8:50 service that's on your catalog page,
8:53 I'll just use that as a generic
8:55 reference. Okay. If you deliver more
8:58 than that,
9:00 whether it's on the front end, you're
9:02 better at getting things done before the
9:05 deal is signed and after the delivery
9:09 has taken place. Your customer service
9:12 and followup and true commitment to did
9:16 I live up to the promise we made to you?
9:19 Mhm.
9:19 >> If you can deliver that consistently,
9:24 you will generate the opportunity to
9:26 say, "Hey, would you mind sharing your
9:28 success with me with other people that
9:30 trust you?"
9:32 >> Yeah.
9:32 >> And and so I serviced and serviced and
9:37 serviced and serviced my client base.
9:40 And after a while, I I like, "Hey,
9:45 would you in a way pay me for this extra
9:48 service?" And and they're like, "Well,
9:50 I'm not going to write you another
9:51 check." No, would you just introduce me
9:53 to someone that you think could would
9:55 appreciate this as much as you do? And
9:58 so I think that the opportunity to to
10:02 create referrals or a referral
10:04 relationship
10:06 starts the moment you say, "Hey, I don't
10:08 know if we can do business, but can we
10:10 have a conversation?"
10:12 What happens? You become trustworthy,
10:16 believable, and then if you're better
10:19 than a product pitcher and you
10:21 understand the business opportunity
10:23 you're helping someone with, you become
10:25 a profit partner. And at the end of the
10:28 day, your business and my business are
10:30 here to generate profit. And if somebody
10:32 sees you as profit valuable,
10:35 >> they're going to want to help you
10:36 succeed. So I believe that my genuine
10:40 interest in Austin Bule's success
10:43 becomes reciprocated
10:45 and the opportunity to say, "Hey, could
10:47 I ask you to introduce me to someone
10:50 that you think might appreciate this
10:52 type of conversation?"
10:54 So, I just serviced the hell out of my
10:57 client base. Um, and at one point, the
11:02 guy that got me into this this business
11:03 said, "You're going to put yourself out
11:05 of business
11:07 because you're going to help everybody
11:08 so much they're going to get better and
11:10 leave you."
11:11 >> Yeah.
11:11 >> And I found the exact opposite happened.
11:15 And so, I have clients that have been
11:17 with me for 30 plus years. not every
11:21 every year, every week, but ongoing.
11:24 They call us for all the services that
11:25 Growth Dynamics offers, but they've also
11:28 generously said, "Hey,
11:31 we have this other company that we do
11:33 work with
11:34 500 miles away. Can I introduce you to
11:36 that CEO?"
11:38 >> Duh. Yeah. So, um I
11:44 I deliver more than the contract.
11:47 Um, I don't deny I I I believe we're in
11:51 a way physicians or healers and I
11:54 believe I should never withhold medicine
11:56 if it helps if it helps that patient get
11:59 better.
12:00 >> But I do believe we have to value that.
12:02 And the value that I ask for is can we
12:05 talk about if I really help you, will
12:07 you
12:09 you give me the time back to help you by
12:12 not making me cold call in prospect? And
12:15 I tell people that's the way my my world
12:17 stays in balance.
12:19 >> Yeah. Um I like starting with the
12:22 relationship and doing all of that in
12:24 order to build it. And what's the worst
12:25 that happens? You have very satisfied
12:27 clients or customers. You know, that's
12:29 not a that's not a bad world to live in.
12:31 >> No.
12:32 >> At all.
12:33 >> Um do you set any sort of expectation
12:36 early in the engagement that you might
12:37 be coming back for a referral or is it
12:39 I'm going to hit a bid then I know what
12:42 play to run? I absolutely love that you
12:44 asked that question. Of all the
12:46 questions people ask me, that's the one
12:48 I kind of can't wait for people to ask.
12:50 When do you ask? And I tell my prospects
12:57 >> that there will be a fee for our
12:59 engagement, whatever part of their
13:01 business I help them with, whatever of
13:04 our offerings they avail themselves of.
13:06 And I say there will be a fee and we'll
13:08 clearly discuss that fee. But
13:13 there is more that you will pay. You're
13:16 like, "What's that?" I said, "I will
13:18 service you beyond your expectation, but
13:20 you will I hate that line. Why did I
13:22 just say that?" Um,
13:24 >> it's all good.
13:25 >> I will deliver
13:27 everything you expected from me. Um, and
13:31 more if you asked for it, but you've got
13:33 to pay for it. And they're like, "Well,
13:34 what's that going to cost?" I said it
13:36 recost all it will cost you is you have
13:39 to be willing to be someone that
13:41 generates a referral for me.
13:44 >> So I ask people before they sign up with
13:46 us
13:47 >> if this is going to be a problem. Let's
13:49 talk about it now.
13:51 Now does everybody give me a referral?
13:54 No. I'm not going to lie and say it's
13:56 100% foolproof. It's not.
13:59 >> Yeah.
14:00 >> Um and I'm okay with that. I I I don't
14:04 browbeat people and send them reminders.
14:07 No, I don't worry about it. I the karmic
14:11 effect
14:13 pays the bill and not everybody pays
14:15 equally into that fund for me and growth
14:18 dynamics. So I tell people before they
14:23 agree that that's how I work because 99%
14:28 of those people came to me through
14:29 referrals.
14:30 >> Yeah. just it's the gift that keeps on
14:33 giving. Um
14:34 >> it's it's wonderful.
14:36 >> Yeah.
14:36 >> Yeah.
14:37 >> I So let's say I'm sitting here and I
14:40 go, "That sounds great. I haven't been
14:42 doing that, but I would like to still
14:44 ask for my existing clients to to give
14:47 those referrals." uh how would you
14:49 navigate the uh the situations where you
14:51 haven't set that up or maybe you forget
14:52 to set during the
14:53 >> sales process which is really the one
14:57 people find themselves in more commonly
14:59 because they're afraid to ask the way I
15:01 do and that's okay. Um number one people
15:06 have to admit the challenge. Hey, I want
15:09 to know if I can ask you for some help
15:12 and I admit it makes me slightly
15:13 uncomfortable or I'm not exactly sure
15:16 how. And so we're all programmed as
15:19 human beings to rescue others. And so
15:21 when someone says I'm distressed or
15:23 uncomfortable, like well what can I help
15:25 you with, Charlie? What is it? You can
15:27 tell me anything. So they effectively
15:29 open the door for you and then you go to
15:33 the next step which is to ask but not
15:35 ask which in my world of training is you
15:39 put it in the world of let's pretend.
15:41 Let's pretend I wanted to have a
15:43 discussion with you about referrals.
15:45 Would you be comfortable with that?
15:48 So the let's pretend is a magical play.
15:52 It brings the future to the present
15:55 without the risk. Let's pretend I wanted
15:58 to ask you. Would you be okay with that?
16:00 Sure. Now I know it's okay to ask.
16:03 >> Yeah.
16:04 >> And so you you just have to understand
16:09 the the effect. If you go, hey, you have
16:11 to give me referrals. Why haven't you
16:13 given me referrals? That's people like,
16:15 whoa, wait a minute. So you just you
16:18 just say, look, can I ask you something?
16:20 And maybe you've been waiting or maybe
16:23 you're uncomfortable, but if I wanted to
16:26 talk, let's pretend I wanted to talk
16:28 about referrals. Could we have that
16:30 conversation?
16:32 >> Yeah.
16:32 >> And so you just take the anxiety out of
16:36 that conversation.
16:39 >> Um,
16:39 >> yeah. Okay.
16:41 >> And the next part is I think where it
16:45 makes it or breaks it for most people
16:46 who are willing to ask.
16:49 What does it mean to get a referral?
16:51 It's not someone bringing you everything
16:54 but the signed contract.
16:57 >> Yeah.
16:57 >> I never want to employ someone to do the
17:01 work that I'm supposed to do in that in
17:03 that relationship dance. So, if they're
17:07 willing to introduce me,
17:10 I just want them to say I want to
17:12 rehearse them. Hey, can I tell you um
17:15 I've been working with this guy Charlie
17:17 Hal. It's really helped me. Um, I don't
17:20 know if it would be helpful to you, but
17:22 when you and I talk, I kind of hear some
17:24 things that I was familiar with. Would
17:26 you be okay if I introduced you to
17:28 Charlie and let you two have a
17:31 conversation? And if anything happens,
17:34 good for you both. And if it doesn't,
17:37 that's fine, too. There's no
17:39 expectation.
17:40 Yeah.
17:41 >> But um to all the insurance people out
17:44 there, I apologize for what I'm about to
17:47 say. Um
17:50 who are your cousins and uncles and
17:52 brothers and sisters that need to buy
17:54 insurance that you can introduce me to?
17:59 We have all been terrorized by that
18:01 conversation. Like, I got to turn
18:03 somebody over to you that's going to buy
18:05 insurance. I'm not going to do it. let
18:08 me think about it and I'll call you back
18:09 in two weeks. Doesn't happen,
18:11 >> right?
18:12 >> And so I I have referred my financial
18:16 planner, my life insurance guy, but it's
18:21 always, hey, I don't know if he can help
18:23 you, and I don't know if this guy's
18:26 really interested in help, Bob. Can you
18:29 guys have a conversation? And I accept
18:31 wherever you guys end up.
18:34 So the expectation of just
18:39 meet just have a conversation
18:42 is all I ask someone to do in a
18:44 referral.
18:46 >> Yeah.
18:47 >> Yeah. I think uh just like the the
18:48 policy of honesty and then just not
18:51 being pushy with it. You know, I've I've
18:53 made a maybe it was more of an
18:55 introduction. I know people can split
18:57 hairs on the difference between the two.
18:58 >> Yes, I get it. Yeah. But basically, you
19:01 know, somebody I knew was like, "Hey,
19:03 I'd love to talk to this person." And
19:05 I'd never worked with this person. I
19:07 like, "Hey, I know they're a nice
19:08 person. I like talking to them." No idea
19:10 if they're great at what they do or not.
19:12 Um, and I assume they probably were just
19:14 based on interactions, but no proof.
19:17 Talk to the other person. Uh, was able
19:19 to say, "Hey, you know, I know this
19:21 person. I've never worked with them.
19:23 They're really kind. You know, it might
19:25 be worth 30 minutes. worst case, you
19:27 know, you you get to meet meet a cool
19:29 person. And he was like, he's like, I
19:31 don't know. Like, I don't know if I want
19:32 to meet with him. I was like, yeah,
19:33 that's totally fine. Like, I don't know
19:35 what like his quality is. And he went,
19:37 you know what? Like, I'll you let's
19:39 let's talk. At least he's be like a
19:41 pleasant person to be on the other line
19:42 with. They talked. They both got back to
19:44 me like, "Oh my god, that was a great
19:45 conversation. I'm so happy we got
19:47 introduced." And at no point in time was
19:50 I there trying to pedal really force the
19:53 conversation. I was just brutally honest
19:55 about, hey, I think it would be worth
19:57 it, but also happy to say say no on your
20:01 behalf. Easy to navigate it, even though
20:03 that could could feel like a um
20:06 difficult social like interaction at
20:08 that time.
20:09 >> Well, I think the other part where some
20:11 people abuse the the gift of the
20:14 introduction or the connection
20:16 >> is if the other person says, "No, I
20:18 don't want to meet with them."
20:20 >> Yeah. and and they're like, "Well, I
20:23 think I'll just call them anyway."
20:25 >> And they have you say, "Hey, I was going
20:27 to introduce you to my friend Austin
20:28 Buell." And and now Austin says,
20:31 "Thanks, but no thanks." Well, I'm just
20:33 I'm going to do an end around you,
20:35 Charlie, and go call Austin. NFW.
20:39 >> Yeah,
20:40 >> that is There's almost nothing less
20:43 professional than that. And there are
20:47 all these
20:49 messed up practices that people like,
20:52 well, you just you can't take no for an
20:54 answer. The hell you can't. No is okay.
20:57 It's a decision kept you from having a
20:59 conversation that was dead before it
21:01 started. Um, you disrespected someone's
21:04 right to say no. So, a lot of people uh
21:09 just they don't care about
21:12 the integrity of the action. They just
21:15 want an opportunity to take action. And
21:18 >> yeah,
21:19 >> I'm uh I'm appalled at that behavior.
21:24 >> Yeah, the there's nothing wrong with it.
21:26 No, I mean, you say that during a call,
21:28 right? Why would you not say that during
21:29 a referral conversation, too? I mean,
21:32 you can treat it with the same level of
21:33 uh professionality that you're talking
21:35 about.
21:36 >> Um
21:37 >> sorry, go for it.
21:38 >> Yeah. No, it's um um if you if you do it
21:43 if you do whatever whether it's cold
21:45 calling consistently, referrals and
21:47 introductions consistently,
21:49 you should be able to know your pace.
21:53 >> Mhm.
21:53 >> And like I know if I give out four
21:56 referrals, I'm probably going to end up
21:57 with two.
21:59 >> Yeah. So, I'm I'm always trying to give
22:01 out more referrals and and so that keeps
22:04 my pipeline of referral and so I know if
22:06 I get a referral a done correctly, I got
22:10 a 50 to 60% chance of signing a contract
22:14 with someone.
22:16 If I got
22:19 24 pieces of business of the business I
22:21 typically want to do, if I got 24 pieces
22:24 of business a year on my contract
22:28 engagement work, I would have more work
22:30 than I could probably do.
22:32 >> Yeah.
22:33 >> So, I can accept a no as sort of a
22:38 a quality control mechanism.
22:41 >> You're not going to overbook yourself if
22:44 you allow that. know that it's created
22:47 space. So I respect the no tremendously.
22:51 >> I mean I take 50%. If you're telling me
22:54 I can reach out to somebody and ask them
22:56 for four referrals and I get two clients
22:57 out of that every time. That's
22:59 tremendous.
23:00 >> Yeah. And the other part of it that I
23:02 found when someone else says I paid him
23:06 this much and it was worth it.
23:09 >> The price shopping doesn't happen.
23:12 >> Yeah. Someone said, "Yeah, it was it
23:17 wasn't cheap and it was worth what I
23:19 paid for it. The results were
23:20 outstanding."
23:22 Good.
23:24 >> Yeah.
23:24 >> People like, "All right, so and so said
23:27 you were really good. What's it take to
23:28 do?" They're asking me, "What does it
23:30 take to do business?"
23:32 And I don't get a whole lot. I make
23:34 people say, "Can I make payments?" I'll
23:37 talk I'll deal with payments.
23:39 Um, but I don't get people saying, "Oh,
23:41 I'm not going to pay that much." I'm
23:43 like, "All right, I'll that that
23:45 argument goes away with referrals in a
23:47 lot of cases."
23:48 >> Yeah. Social proof is already part of
23:50 the mechanism without having to try to
23:52 figure out another way to get it in
23:53 there.
23:54 >> Yeah.
23:54 >> So, I just um look, I I um we don't run
24:00 a clock on our clients.
24:03 it. I have some guys that start with us
24:05 and um some of them refer to themselves
24:09 as as our nephews now. Um they're like I
24:12 talk to them so much I think we're
24:13 family and it's for a while that's what
24:15 it feels like. Um so I don't ever want
24:18 to run a clock on a client.
24:20 >> Yeah.
24:20 >> Um but I do want to value my time and
24:24 and so they understand what the process
24:27 is for both of us. And some of them,
24:31 man, they're just like, "Yo, slow down.
24:35 Let me catch up a little bit here." But,
24:38 um, I I love
24:41 the joy they get in helping people
24:44 >> and I love the fact that it's proof that
24:46 my model keeps working.
24:49 >> Um, and I love um the more you give, the
24:52 more you get as a a kind of a life
24:57 credo. and referral-driven businesses I
25:01 think live that and that's a core value
25:05 here at growth dynamics and in all parts
25:07 of my life.
25:09 >> Yeah. So structure of uh the referral
25:12 motion establish it during the sales
25:15 process if possible obviously don't
25:17 don't not do it because you missed that
25:19 one then
25:21 >> provide value
25:23 >> then
25:24 >> breach the conversation lightly. It
25:26 seems like you don't need to you can
25:28 just say like hey would love to be able
25:29 to bring it up if you already
25:30 established that you know expectation
25:32 makes it easy then uh then make the ask.
25:36 I mean is that pretty muchizing it
25:39 correctly
25:40 >> and and give the person you're asking
25:42 for referrals. You can tell me no. If
25:46 you're not comfortable feel free to say
25:47 Charlie thanks but no thanks.
25:50 >> That you tell if hey yeah I'll help you.
25:52 You can tell that person they're allowed
25:54 to say no. And here's my promise. If
25:56 they say no,
25:59 that ended. I'm not going to sneak
26:02 around and reach out to them. Wink wink.
26:05 No way. Um because then people like,
26:07 man,
26:09 >> you said they could say no and then you
26:10 dogged me. I don't ever want to be that
26:13 guy.
26:13 >> Yeah. And then once you've got the let's
26:16 go for it. I mean, are you guiding them
26:18 on who exactly you want to talk to? Are
26:20 you letting them be a little bit more
26:22 more like self like guiding on who they
26:25 think you talk to?
26:26 >> I I look inside your brain and my brain.
26:30 Um I it scares me to think how many
26:32 names I've forgotten.
26:34 >> Right there.
26:35 >> And so when somebody says, "Hey, do you
26:37 know anybody who could
26:39 like there's probably a couple hundred
26:41 thousand names stuck in my brain
26:43 somewhere?"
26:44 >> Anybody that's 70 years old has, you
26:47 know, they've known a whole town. at
26:50 some point in their life. Um, I don't
26:52 want to talk to everybody. So, when we
26:55 can knock the sides off that boulder and
26:59 let it shrink down to a manageable
27:02 amount of data to consider,
27:05 >> um, that's helpful. Here's who I'm
27:07 looking for. Entrepreneurs that are
27:11 doing everything in their business,
27:13 including selling.
27:15 um people that run small to medium-siz
27:18 sales teams,
27:20 people that are looking to hire
27:22 salespeople and they're really not
27:25 they haven't been real successful and
27:27 they're not real comfortable doing it
27:29 and anybody that has to have regular
27:32 conversations where they have to collect
27:34 business decisions. So I kind of start
27:36 with a smaller set and I end up with
27:39 regular conversations to collect
27:40 business decisions because I I don't
27:43 think many of the people in your world
27:46 or my world go to a cocktail party and
27:49 see all their friends and go, "Hey man,
27:51 I'm really sucking this year. Could you
27:53 find me a sales trainer?" I I don't
27:55 think that social networking fills my
27:59 funnel.
28:00 >> Yeah. But a lot of people know a
28:02 contractor or someone in the
28:04 distribution business. So I want to just
28:09 not that they've said I'm struggling.
28:11 Would they be willing to talk someone
28:13 that might be able to help them grow
28:14 their business?
28:16 >> What are your thoughts on uh showing up
28:19 with a list of names? Because we have
28:20 like LinkedIn today which means that I
28:22 can go look at you know one of my
28:24 connections connections and maybe pick
28:26 out people who meet that ICP. Would you
28:28 recommend that or do you think that's
28:29 too limiting in uh the results?
28:32 >> I don't I I I'll take no position on
28:36 that.
28:37 >> Okay.
28:38 >> All right. Um because I find people
28:42 um
28:43 I I honestly have never looked at
28:45 anybody's
28:47 connections and said, "Hey, I want to
28:48 get into that one."
28:50 >> I know a lot of I know a lot of people
28:52 do it, so I I can't condemn it one or
28:55 cheer for it either way.
28:57 >> Um I have just been more
29:00 I'm looking for the the built-in
29:03 LinkedIn in your brain.
29:05 >> Yeah. And so you're using your ICP
29:07 definition essentially to then see if it
29:10 rings any bells as you're saying it. And
29:11 they like this part you just said
29:14 reminds me of John
29:15 >> and this part reminds me of Susan. And
29:17 so like it's helping them whittle it
29:19 down versus just
29:21 >> throwing it out there. Yeah. Y makes
29:22 sense.
29:23 >> Yeah. And and so I kind of I I give a
29:26 description of what that business is and
29:29 maybe they're, you know, they're they're
29:31 struggling because of new business,
29:34 startup, juggling everything, and the
29:38 one thing they don't seem to have a lot
29:39 of time for is business development. How
29:41 do they
29:42 >> get over that hurdle? And so say, "Oh,
29:44 yeah, I know he's working way too many
29:46 hours." And they they make the
29:47 connection.
29:49 >> Yeah. Um
29:50 >> and I I also have been I've been very um
29:56 focused on a particular business group.
29:59 Uh I do a lot of work with the world of
30:01 manufacturers reps.
30:03 >> Mhm.
30:04 >> And that's an endless network. Um and
30:09 it's an endless network from rep to rep
30:11 to rep. Then it's from rep in this
30:14 industry to a rep in that industry. And
30:16 so that opens another one. And then the
30:19 companies that they represent,
30:22 they're like, "Hey, we've been working
30:23 with this trainer guy. You guys might
30:25 want to talk to him because your your
30:27 territory people come in here and suck
30:29 and and then they go to the wholesalers
30:32 that they work with and they go, "Hey,
30:35 you got some good guys, but they're
30:36 running around crazy. Can we help? Can I
30:39 suggest you talk to this guy?" I I we've
30:42 done so much business through that
30:45 networking in that food chain no matter
30:49 which way those spokes go.
30:51 >> Yeah. Now, was that was that deliberate
30:54 to try to get that motion going or was
30:56 it just a natural result of as more and
30:59 more people in that industry and
31:01 vertical started to get to know you, it
31:03 just became a natural thing that came
31:05 out of that?
31:06 >> I I wish I could tell you I was so
31:08 smart. It was right from day one. that
31:11 I'd be a liar. Um um but I look I'm not
31:16 great at many things. Uh but I have a
31:19 couple things that I'm really great at
31:21 and I try to stay in that small box as
31:24 much as possible because once I'm not
31:27 great, I'm pretty much below average.
31:30 And so, um, I saw this
31:34 and then I started to
31:37 asking, "Hey,
31:40 who else is in your close group of reps?
31:43 Your friends."
31:45 >> Yeah. Well, that took me from Philly to
31:48 Indie to Pittsburgh to Dallas to Florida
31:52 to Chicago to Northern California,
31:54 Southern California by getting to each
31:56 one of those and asking again.
32:00 >> And then it got me to this manufacturer
32:02 and this big wholesale network. Um, and
32:06 so
32:09 I I think you and I talked about it in
32:11 the first chapter.
32:14 Your business sense has to be better
32:16 than your product or service sense.
32:19 >> Mhm.
32:19 >> And so, um, I'm really good at business
32:24 sense. Really good. And I see
32:28 connect the dots opportunities.
32:31 And so I've been very deliberate.
32:33 >> Yeah, that makes sense. Hey, you guys
32:36 work down line with these wholesalers.
32:39 Which one of them would you be willing
32:43 >> and we've had some really great
32:44 relationships at every step of the food
32:47 chain.
32:49 >> So, we're coming up on time, but I got
32:50 two more questions for you if you don't
32:52 mind. Okay,
32:53 >> I'm good. Yeah.
32:54 >> The uh the first one is, do we miss
32:57 anything? Is there anything that we
32:59 wanted you wanted to discuss for
33:00 referrals that we need to make sure we
33:02 hit before we wrap?
33:03 >> Um, yeah. One thing and people are
33:06 always asking me what's the best way to
33:08 get referrals. So go back to our
33:10 original question and I kind of left
33:13 this piece out. The best way to get them
33:16 is to give them relentlessly
33:18 >> and and by giving them relentlessly I I
33:21 mean referrals in every part of your
33:23 life. So, refer friends to friends,
33:28 friends to doctors, friends to um
33:32 friends to uh your favorite restaurant,
33:36 friends to we know these people that
33:39 rent this house in the Keys. If you want
33:41 to go, I'll make a connection for you. I
33:43 give referrals to everything.
33:46 >> Yeah.
33:46 >> Because it makes somebody's life easier.
33:49 I don't even know who to talk to. I
33:51 might know somebody.
33:53 So the more you give, the more you get.
33:54 I worry about giving more than getting.
33:57 >> Yeah. Yeah. Leading with value makes
33:59 everything so much easier and it can't
34:01 hurt and at least somebody else's life
34:03 got a little bit better, right? And it's
34:04 like wrong with that.
34:06 >> Yep.
34:07 >> Um and then final question. Somebody's
34:10 listening in. They're excited about
34:12 referrals. They want to start applying
34:13 it. You know, what's their one big
34:14 takeaway that they just must make sure
34:16 that they they take from this uh
34:18 conversation? Um,
34:21 number one,
34:23 a lot of people say, "Doesn't asking for
34:25 referrals make it look like you're not
34:27 successful?"
34:29 And I'm like, "No, I think it's entirely
34:33 opposite. I'm completely comfortable
34:34 with my level of success, and I'd be
34:38 very comfortable sharing that success
34:40 with you and someone else. Um, I'm busy
34:44 enough that I have a full book of
34:46 business of clients that I service. I'd
34:49 like to have more clients. I don't have
34:52 time to prospect. So, I'm actually the
34:55 other end of not successful based on
34:57 referrals. And um,
35:01 it is giving people permission to say no
35:05 and telling them please do not sell me.
35:08 It is not your job. just ask if they
35:11 would be open to a business conversation
35:14 with no expectation of an outcome.
35:17 >> Yeah.
35:18 >> But I went I referenced that insurance.
35:22 You know, you get the 22-year-old kid
35:24 fresh out of college looks like an
35:26 all-American and he's in your living
35:28 room saying, "Well, who else? Who else
35:31 will you connect me to?" cuz I could say
35:34 that has tainted the uh belief in
35:39 referrals so badly.
35:42 >> Well intended. I I'm not saying the
35:44 insurance industry is trying to trash us
35:46 all up. Well, poorly trained.
35:50 >> Yeah. I mean, I think if anyone's not
35:52 doing referrals right now, they really
35:54 need to consider just trying. And I'll
35:56 say uh I'll say from somebody who has
35:59 recently started doing this in their
36:01 career, I it's really easy to just kind
36:04 of start and it's fine to make jokes
36:06 about it and just stumble. It's really
36:08 not one of those things where it's scary
36:10 or you can really like as long as you're
36:12 being polite, you really can fumble it
36:14 as much as you want and just kind of
36:15 learn from there and just keep going.
36:17 >> Yeah. I had my teeth punched out as a
36:19 roofer.
36:20 >> Yeah.
36:21 >> Never had my teeth punched out asking
36:23 for referrals. So, um, and and they look
36:27 okay. So,
36:28 >> you know, I I I think it's um it's like
36:33 cold calling. I know some people love
36:35 cold calling. I don't get that, but it's
36:38 their mindset and I have to honor it and
36:40 respect it. This is a mindset and a life
36:44 decision for me. I do it everywhere.
36:47 I've taken so many of my friends kids to
36:51 their first job.
36:54 um and introduce them to people that I'm
36:55 like, "Hey, I know this person. I know
36:58 this family. I know the character of the
37:01 person I'm talking about. They're new. I
37:03 can't tell you they have all the
37:04 experience that you might want, but I
37:06 can tell you the core character of this
37:09 human being that you're going to get
37:10 introduced to." And um in today's day
37:15 and age with the markets and uh all the
37:18 AI you know AI this AI that look a human
37:23 element where someone says this is
37:26 trustworthy.
37:28 >> Yeah
37:30 >> boy. Irreplaceable
37:33 >> trust is going to get more and more
37:34 important as AI rolls out. Um, yeah. And
37:38 you know, all these kind of tests
37:40 they've done where they ask AI for all
37:41 these answers and they get all this
37:45 stuff.
37:47 >> That's a whole other podcast.
37:48 >> Yeah, I'm not on that one because I'd be
37:50 I'd be the the predictor of doom for all
37:53 of us, but um
37:55 >> there's a place for it. I I just
37:58 >> I'll stick to my I take care of people
38:01 as a person and we'll do that first. So,
38:04 >> love it. All right. Appreciate you,
38:06 Charlie. This is a great one. I'm glad
38:07 we got part two in.
38:09 >> Austin, anytime I can get on and uh
38:12 anybody that communicates with you, I'd
38:15 be happy to help them if they want to be
38:17 introduced.
38:17 >> Sounds great. I'll
38:18 >> do the same for you. Thank you.
38:20 >> Appreciate you, Charlie. Take care.
Questions answered in this episode
When should a seller bring up referrals?
Charlie prefers to establish the expectation during the sales process and then earn the conversation through valuable service. If that expectation was missed, he recommends asking permission to discuss it with an existing client rather than assuming an introduction is owed.
What should a referral or introduction accomplish?
It should create permission for a business conversation. Charlie does not ask the person making the introduction to sell on his behalf, and he emphasizes respecting the prospective contact's decision not to meet.
How can an ideal client profile help someone make introductions?
A concrete description of the company, its situation, and the problems you help solve gives the other person useful cues. Those cues are easier to connect with people in their network than a broad request for anyone who might need your service.
