BNI Podcast Episode 548: The 5 Levels of a Referral

01 Jun


At one point, Dr. Misner outlined 16 levels of a referral. But while writing the second edition of Networking Like a Pro, he realized that his levels should match the 5 levels on most BNI referral slips around the world.

These 5 levels of a referral are cumulative, and laid out in detail in the book.

  1. You share the contact information of someone who expects to be contacted by your referral partner.
  2. You’ve also shared additional information (business card, marketing materials, website) about the person you’re referring with the prospect.
  3. You give the prospect a personal testimonial about the person you’re referring.
  4. You make a personal phone call and arrange a meeting between the propsect and the person you’re referring.
  5. You make an in-person introduction between the propsect and the person you’re referring.

The lower the level of referral, the higher the level of difficulty in turning it into business. Your goal should be to give referrals that are at least a level 3.

The Referral Continuum: the lower the level, the more work to turn the referral into business

The 5 levels of a referral are in Chapter 36 of Networking Like a Pro: Second Edition. You can also read more about them on Dr. Misner’s blog.

Brought to you by the Networking for Success Channel on YouTube.

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Don Franklin

Don Franklin is a self-taught internet marketer, web developer and traffic conversion expert that started in 2008. He has owned and operated a variety of local businesses where continued to hone his online skills before launching his Digital Marketing & Consulting Agency in 2009. Don now owns several digital companies including a Web Design & Strategic Digital Marketing Agency, a Reputation Marketing Software-As-A-Service company and several other online/digital companies.

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