Daily Task: 15 minutes
Check in with 5 clients. Instructions here.
Project Focus: Referrals
The best new clients come from your current clients.
Today: Help First.
Take out your client list for the day.
Like yesterday, write out the names of each client’s spouse, place of work, and BFF.
From that list, find 3 workplaces where your service could help the coworkers of the client.
During their appointment, ask those clients how you can help their coworkers.
Example: winter tire changeover
“Hey Dave, I know this is a crazy busy time down at the office. I’m going to have a big rush on tires next month – not everyone thinks ahead like you do. Would it help if I offered to pick up your coworkers’ cars in the morning, bring them here, swap their tires, and then drop them off at your office again? All you have to do is share my appointment link with them – or, better yet, give me their emails and I’ll take care of all of it.”
Notice that we’re not offering Dave a prize (like a commission) for selling the names of his coworkers. We’re offering to help. That’s what motivates people and draws them closer to your service.
Here are five more examples from different service businesses:
- Office Cleaning Service: “Hey Susan, I know your team has been working overtime lately. It must be tough keeping the office tidy with all that going on. Would it help if I offered to come by after hours to clean, so your coworkers can focus on their work without the mess? I can set up a regular schedule, and all you need to do is share my contact details with your office manager—or better yet, I can reach out directly to get things started.”
- IT Support Service: “Hi Kevin, I know the tech issues at your company can pile up, especially with everyone working from home now. Would it help if I offered to provide remote IT support for your coworkers? I could set up a quick consultation for anyone who needs troubleshooting help, and all you need to do is send out my booking link—or I can coordinate directly with your HR team to organize a group session.”
- Meal Prep Service: “Hey Jessica, I bet your coworkers are feeling the crunch with all those deadlines at the end of the quarter. Would it be helpful if I delivered ready-to-eat meals to the office so you all don’t have to worry about lunch? I can put together a healthy menu for the team, and all you have to do is send me their names—or share my order link with them, and I’ll handle the rest.”
- Chiropractic Clinic: “Hi Mark, I know your work involves long hours at the desk, and your coworkers probably feel the same strain. Would it help if I came by your office to offer a quick posture and spine health session for the team? I could give everyone tips on preventing back pain and offer discounted first visits. Just let me know who’s interested, or I can send over the info and handle the setup for you.”
- Pet Sitting Service: “Hey Laura, I know a lot of your coworkers have pets, and the holidays are coming up. Would it be helpful if I reached out to them about pet sitting while they’re away? I can pick up their pets, take care of them, and make sure they’re happy while everyone travels. You can share my contact info with your team, or give me their details and I’ll take care of reaching out for you.”
Each example follows the same “help-first” approach, offering practical assistance that makes life easier for your client and their coworkers. This builds trust and naturally expands your client base.
