So let me ask you - why does it feel wrong to ask for referrals at the end of a successful customer onboarding?

It’s probably because somewhere along the way, we decided that asking for referrals during onboarding feels "too salesy" or even "premature."

We worry about damaging the relationship we've worked so hard to build.

Although it can feel counterintuitive, the onboarding phase might actually be your best opportunity to generate high-quality referrals.

When customers experience rapid time-to-value and that special "wow moment," they're not just satisfied, they're excited.

And excited customers want to share.

And yes, I’d like my free newsletter content to prompt you to refer your peers to subscribe to The Onboarding Lab newsletter. Thanks! 😏 ↓

🧪 The Project: Referral Framework

Referrals in onboarding are missed opportunities that can not only bring in new leads early in the lifecycle but also elevate the onboarding team’s accomplishments within your company.

All it takes is some planning and structure to create a strategic plan. Here are the 5 steps I’d recommend taking.