Do you have a CRM/Database? *

Yes

No

Do you have all the contacts in your CRM/Database sorted by the value each one has to your business? *

Yes

No

How many people do you currently have in your CRM/Database? *

Less than 100

101-200

201-300

301-400

401+

How many times a year do you connect(email, text, phone call, face to face meetings, direct mail, personal notes) with your current clients and your network (friends, family, other business relationships)? *

1-10

11-20

21-30

31+

What methods do you currently use to connect with your clients(Check ALL that apply) *

Direct Mail

Email

Phone Calls

In Person Meetings(coffee, lunch, dinner, etc.)

Text

Handwritten Notes

Video

Other

Do your clients know you welcome referrals? *

No, I haven't told them.

Some clients might know, but I haven't made it clear.

Yes, I have communicated it clearly.

How do you typically ask for referrals? *

I don’t ask for referrals.

I ask occasionally, but it’s not structured.

I have a clear and comfortable way to ask for referrals.

Do you actively educate your clients on the type of referrals you're looking for? *

No, I don’t mention it at all.

Somewhat, but I could be clearer.

Yes, I clearly communicate this.

Do you make it easy for clients to refer you (e.g., with clear instructions or tools)? *

No, I don’t have a system for this.

Somewhat, but it could be clearer.

Yes, I’ve made the process simple.

When someone refers you, how do you show your appreciation? *

I don’t have a system for acknowledging referrals.

I sometimes thank them but not consistently.

I always thank them personally and acknowledge their effort.

Do you create opportunities for clients to refer you (e.g., referral programs, events, social media campaigns)? *

No, I don’t have a structured approach.

Occasionally, but not consistently.

Yes, I actively create opportunities.

How strong is your network beyond your clients (e.g., professional connections, partners)? *

Very strong—I regularly connect and collaborate with others.

Moderate—I have a network, but I don’t actively engage it.

Weak—I haven’t built a strong professional network yet.

What percentage of your business comes from referrals from current clients and your network(friends, family, other business relationships)? *

0-25%

26-50%

51-75%

75%+

First Name *

Last Name *

Email *

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