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Collect Referrals Before the Deal Closes"
The best time to ask for a referral? While the excitement is still fresh.
Waiting until after closing means missing the momentum. When clients feel guided, heard, and impressed—they're already thinking of who else could use your help.
Ask before the handover.
Frame it as “Who else could benefit from the same clarity?”
Make it easy, not awkward.
Referrals aren't just about timing—they're about trust built in the process.
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