Referral Roadmap podcast

Referral Roadmap: Season 6 Episode 7 Show Notes

Reconnect, Re-engage, Rebuild: Leveraging Past Clients and Lost Leads

Rubber Meets the Road: 4 Steps to Reconnect & Rebuild

  1. Make a Top 25 List Today ➤ Write down 25 past clients, warm leads, or referral partners you haven’t spoken to in a while. These aren’t cold leads—they’re warmed up and waiting. Reconnection starts with intention.
  2. Send 5 Personal Check-Ins This Week ➤ Not a newsletter. Not a mass email. A genuine, “Hey, I was thinking of you,” message. Ask how they’re doing. Offer value. Rebuild trust by being human, not salesy.
  3. Create a 30-Day Re-Engagement Plan ➤ Map out 30 days of light touches: calls, texts, emails, small gifts, or updates. It’s not about the pitch. It’s about staying present in their world until they remember how much they trusted you.
  4. Ask for One Referral the Right Way ➤ Don’t say “Do you know anyone looking to buy or sell?” Say: “If someone you care about is making a move this year, I’d love to help them avoid costly mistakes.” Specific. Helpful. Easy to say yes to.

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