Marketing Kit

The referral ask

Referrals are how this business grows. Here's how to ask for them — from the families you serve, and from the professionals who meet families before you do. Swap every [BRACKET] for your own words.

Part A — Asking the family you just helped

The moment to ask is right after a sale that went well, when the family is relieved it's handled and grateful you made it easier. Two asks, both small.

The referral

"[FAMILY NAME], it was a privilege to help with this. If you ever hear of someone facing the same thing — a move, downsizing, settling an estate — I'd be grateful if you passed along my name. It's usually a relief to people to know there's someone who handles it." Say it in person on the last day, or add it to your thank-you email a day or two later.

The review

"One more small thing, if you have a minute — a short review on Google helps other families find someone they can trust when they're going through this. Here's the link: [YOUR GOOGLE REVIEW LINK]. No pressure at all." A handful of honest reviews from grateful families is the strongest advertising you have.

Part B — Attorneys & funeral homes

⚖ Read this first

This is a relationship, not a transaction. You never pay an attorney or funeral home for sending you a family, and you never offer to — referral fees to these professionals are restricted or illegal in many states. They refer people who need help to providers they trust. Earn the trust; that's the whole strategy.

Probate attorneys and funeral directors meet families at exactly the moment those families are about to need what you do — and they are asked, constantly, "who do we call for the house?" Your job is to be the name they can give with confidence.

The introduction

"Hi, I'm [YOUR NAME] with [BUSINESS NAME]. I run estate sales here in [AREA] — I help families sort, price, and sell a household when someone passes or downsizes. Your clients sometimes need exactly that, and I wanted to introduce myself and leave a few cards, in case a family ever asks you for a name they can trust. If it's ever useful, I'm glad to walk a family through what the process looks like — no obligation on anyone." Keep it short. You're introducing a professional they can rely on, not pitching a deal.

What actually earns the referral

Every referral relationship comes down to the same thing: these professionals stake their own reputation when they give a family your name. Give them every reason to feel good about it, and they'll do it again.