Finish the handoff before asking for an introduction
Walk through completion items, unresolved concerns and the contact route for future questions. Explain the documents the customer receives and who answers a service concern. Do not ask for a recommendation while ignoring an outstanding problem.
Choose a repeatable moment, such as the completion conversation after agreed items are resolved. Assign the request to one person so the homeowner does not receive the same ask from the crew, salesperson and office.
Use a request the customer can repeat
Sample wording: “Thank you for trusting us with your roof. If a neighbor needs help with a similar project, you are welcome to share our business number. We will explain the next step and check whether the work fits our team.” This makes the service clear without pressuring the homeowner to sell for you.
Offer a simple business contact card or link. Ask the referring person to make an introduction or let the new prospect contact you; do not assume permission to add a neighbor to a marketing list.
Keep reviews and referrals separate
A referral introduces a potential customer. A review publicly describes someone’s experience. Ask for honest reviews through a consistent process, without paying for ratings or filtering out unhappy customers. Google’s review guidance prohibits incentives for reviews.
Photo permission is a third decision. Ask what may be shown and avoid exposing addresses, faces or personal details beyond the agreed use. A customer can agree to a referral and decline publicity.
Measure the introductions you actually receive
| Track | Keep separate |
|---|---|
| Requests made | Introductions received |
| Introductions | Qualified opportunities |
| Qualified opportunities | Accepted and completed jobs |
Thank the referring customer without revealing the new prospect’s private project details. Review whether referred inquiries receive the same timely intake as paid leads. Use a shared lead record so referral source and next action stay attached to the opportunity.



