Turn Fans Into Fuel
87% of MSPs say referrals are their best source of new business. Fewer than 23% have any formal system for generating them. Step 9 closes that gap.
Referrals don't happen at scale without a system. The clients who would refer you are not doing it because no one ever asked them directly, at the right moment, with a simple mechanism to follow through. Step 9 builds that mechanism: a named referral program, a structured ask at QBRs, a Google review campaign, and a case study that does the selling for you in every future proposal.
What This Step Covers
The right moment to ask for a referral is at the QBR — not in a newsletter, not in a mass email. The client is in a business conversation, thinking about their network, and has just been reminded of the value you deliver. A direct, specific ask in that moment converts. "We're growing our presence in [vertical] and you came to mind immediately. If you know a firm like yours that's frustrated with their IT provider, I'd love an introduction." That's the ask.
The Foundation Plan builds all 9 steps for your specific MSP — positioning, lead capture, nurture, close, onboarding, QBRs, and referrals.