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Off the Ladder Referrals

What is a Referral?

[UPDATE]

A dear friend (limey from England…LOL) told me I should include some kind of introductory message so readers understand where I am going with this and I agreed.

[UPDATE] #2 July 15, 2020

This is a blog from another website we own that can be found at https://contractorwebsitesplus. The blog was originally posted on August 6, 2019. I am retooling the blog and the purpose of it to explore how we can digitally harness the power of referrals to grow our businesses. The original intent of the blog was and still is to help contractors, tradesman and people in the service industries who are dependent on referrals to create strategies, content and other digital marketing assets to capture and close as many of those referrals as possible.

Introduction

I am a Networker. I love going to networking events, shaking hands, seeing new faces, talking to new people and making connections. I’ve never met a stranger. At all of these networking events invariably we have to stand up and tell the crowd what a good referral for us would be. This got me thinking.

Is telling people who you are looking to work with the best way to get business referrals? Are those actually referrals? How well does this type of network referral work?

The questions just kept coming…

I decided to do something about it. I decided to demystify the topic in its entirety.  With your help we will define a referral, learn how and why they work, learn the best strategies for getting them and learn how to optimize them for our businesses.

This will be an ongoing series of blogs, charts, infographics, resources, lists and more – I just hope we can finally come up with a comprehensive understanding of referrals so we can all harness their power and grow our respective businesses.

The old way we got referrals…

Referrals used to be personal

The first business I owned was a lawn care company; I bought it when I was 17 years old. Back then there was no internet, no smart phones, no review sites – you truly built your business based on word of mouth referrals.

When you needed something, you asked your friends or your family where they got theirs or who did it for them. You made the call and bought the product or tried the service. If you liked it, you added it to your long list of mental notes for referral to your friends. That’s how business was done, and it worked well… Back then.

The anatomy of a referral has changed.

Let’s fast forward to the modern world where five-year old’s hold enough computing power in their hands to land the Apollo 11 on the moon. Information is everywhere and it’s within everyone’s reach at a moment’s notice.

We no longer ‘trust’ and blindly depend on the word of our close friends and family members as we used to. Why would we when all the information we need is at our fingertips? Today we ‘look up’ the people we are referred to. We study their website, their social media and their reviews. Referrals have become more complicated and benefiting from referrals is no longer easy – we have to work at it.

How Referrals Are Affecting Your Business.

I have worked for hundreds of businesses large and small who at some point stated they get plenty of work from referrals.

How Are Referrals Affecting Your Business

But, when asked how many referrals they’re losing, they have no idea. Most have never thought about it. That’s a problem.

How much money are you losing to lost referrals? What is causing you to lose those referrals? What can you change to win them instead of lose them? How much growth can you achieve creating a strategy to win ALL your referrals?

The good news is we are going to solve that problem.

What Can We Do To Solve The Problem?

I am going to reembark on a journey; a deep dive into the world of referrals. I want to know what they are. How they work. How we can measure them. More importantly, how we can harness and control them.

Referrals are obviously a huge part of doing business, yet no one seems to be able to answer any of these questions. Why?

I am going to find out and I’d like you to join me.

Understanding and harnessing referrals is a problem that runs across all sectors of business. Whether you’re a service-based company or retail, referrals are a huge part of how we earn an income. And, by the way, this includes me!

I want the answers to these questions too! I want to improve my business. I want to improve the businesses of my customers.

This is a personal journey for me, and I’d like you to come along.

Together we are going to demystify referrals and create a strategy to optimize them for your business and mine. We are going to learn more about how they work, why they work and how we can truly harness their power to grow our businesses.

I am going to do all the heavy lifting, all the research, all the writing – I just need you to answer a few questions for me now and again.

Deal?

Great! Let’s get rolling…

What is a referral?

I guess the first question we must answer is “What is a referral”?

I know it sounds silly, but really, what is a referral? What constitutes a referral?

According to Google:

Referral: re•fer•ral (/rƏ’fƏrƏl/) – noun an act of referring someone or something for consultation, review, or further action.

  • the directing of a patient to a medical specialist by a primary care physician.
  • a person whose case has been referred to a specialist doctor or a professional body.

I guess this loosely defines a referral for our purposes but it’s weak – very weak. We need a more clearly defined version.

What is a referral?Although this is a stretch – a huge stretch – I would refer you to Sun Tzu (Yoda is pictured because I couldn’t find a royalty free Sun Tzu – I thought this was close enough…):

“If you know the enemy and know yourself, you need not fear the result of a hundred battles. If you know yourself but not the enemy, for every victory gained you will also suffer a defeat. If you know neither the enemy nor yourself, you will succumb in every battle.”

While Sun Tzu is discussing a much more serious topic in his classic “The Art of War”, we can still learn from his writing. We must know our topic before we can conquer it.

So, I’ll ask again: What is a referral? What is a referral in the modern sense? What is a referral in the day and age of websites, social media and on demand reviews?

Is a referral simply a friend telling a friend “You should call this guy”? Or, is a referral much more complicated than that now?

What’s Next On Our Journey?

I am going to start researching and formulate what I hope is a definitive answer. In the meantime, I’d love to hear your thoughts (I’m putting you to work already…lol 😊).

Please use the form below to give me your input on what you think a referral is.

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Testimonials

Melody Cratic of XcelMil Executive Coaching

I am very satisfied with Stafford Technologies building my new website and the professionalism their team showed throughout the process. I especially liked the project management dashboard where Stafford Technologies kept me in the loop with what was going on, the progress we were making and keeping track of milestones. That’s how I operate so I appreciated that.

I thought the discovery was really effective and collaborative as well. I also appreciated Stafford Technologies going above and beyond and giving me two discovery meetings instead of the one they advertise to be sure we had all the necessary information to move forward. We were able to work out what I desired, what I liked, and what content I wanted on my website.

I would highly recommend and refer Stafford Technologies to all my colleagues and friends. They delivered on time as promised. Life gets in the way sometimes and they were still able to get me up and running in less than a month. The on-time delivery, the project management, the collaboration throughout the process, the tutorials and walkthroughs all made for a great experience. Thank you to Michael, Patty and the rest of the team at Stafford Technologies.

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Stormwater Facilities Inc.

Putting together a website is a task, finding the right individual or company is even more complex. I needed a company who had the ability to create, design and optimize my web site. I was very happy when Michael from Stafford Technologies contacted me. I’ve been working with Stafford Technologies since 2017. They are a company who can guide you through the process and beyond. I love the fact that I can just call Michael anytime I need anything, and he always takes care of it for me. Their customer service is great. I am very happy with the results and I would recommend them to anyone trying to build a website. I am honored to be able to express my deep gratitude for their expertise.

Jessica Scruggs

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Esential Accounting

GREAT website builder/manager! I have been with Stafford Technologies now for 5+ years and STRONGLY recommend its services!

Bob Lockwood

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Stafford County Historical Society

Working with Michael and Patty on our website was one of the best decisions we’ve made. Beyond getting a well-designed website (that included status updates of their progress throughout the project), we’ve received fantastic service even once the project was complete. Michael’s entire team is a pleasure to work with — knowledgeable, efficient, and always on top of every task! If we could give more than a 5-star rating, we would!

Steve Hilker

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Henderson Productions

Stafford Technologies has provided us outstanding service including guiding our process to defining our business in ways we couldn’t find at other options like the Small Business Administration. The discovery process helped us focus and refine every aspect of the business which later was a ready made foundation for marketing and internal corporate goals and objectives. Their personal service has been invaluable to our growth.

Sue Henderson
Focus By Henderson

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VCLA Tutoring

My redesigned Web site is ready to go live! Michael, Kelsey, and Brian have been fantastic to work with and they are oh so creative! I liked what I had before, but the site lacked the pizazz I wanted and didn’t know how to create. Michael spent a lot of time with me observing my business and listening to the answers I gave to his questions. I was startled when he presented me with several designs – they were spot on! Together we massaged the site to what it is today – PERFECT! A serendipitous benefit is the new VCLA logo, for which I do not remember asking! All I can say is, “WOW” and “THANK YOU!” Love it! Love it! Love it!

Carolyn Berry

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Off the Ladder Website Design

What We’ve Got Here Is A Failure To Communicate – Communicating With Your Website Developer

Why project management and communication are so vital to a successful website project.

As with any type of project, management and communication are the most important tasks in a website development project. Without standing meetings to go over production and milestones website projects can easily grind to a halt. In addition, without the ability to track the progress and the assets of a project, these types of projects can quickly become ‘he said – she said’ nightmares.

Effective Website Development Communication - Stafford Technologies photo by Simon AbramsLuckily, professional website developers are usually up to date on current SaaS (Software as a Service) project management software like Teamwork and recordable video conferencing software like Zoom, and use them readily on their website and/or digital marketing projects. The best thing about this type of software, its ease of use and accessibility.

Let’s start by looking into the importance of the standing weekly production meeting.

Weekly Production Meeting

There are any number of reasons why a recorded weekly production meeting is a good idea. From keeping the project on track, to fostering a sense of understanding for the customer, the weekly production meeting is integral to a successful website project.

The added benefits of having them recorded for you to refer to later are obvious. The ability to reference conversations you had at the beginning of a project will help you and your website developer answer some questions that may arise later keeping the project on point and meeting the goals you set at the onset of the project.

    • Keeping the website project on track:

The weekly meeting allows for better milestone setting and milestone tracking. It keeps everyone on the website development project in the loop when it’s time to celebrate meeting milestones and when it’s time to talk about how to avoid the inevitable delays that will arise.

Communicating the delays are important to keeping a great working relationship and fends off the ‘sour grapes’ that can inevitably cause a resentful relationship.

    • Accountability:

Let’s face it, we can all benefit from someone sitting next to us and keeping us accountable for the work we are supposed to do. It’s no different with a website development project. Weekly production meetings keep both you and us accountable for the tasks assigned.

As for you this is very helpful. You have a business to run and it’s hard enough to juggle all the tasks you have to run your company on a day to day basis never mind adding this huge website development project to your calendar. With a weekly production meeting we can gauge your workload and maybe throttle back a bit if you are finding it consistently hard to meet your weekly obligations. Or, in reverse, speed up the process for you if you find you have more time than you thought. Either way, having this weekly meeting to hold everyone accountable is a great idea and a great tool for any professional website developer.

    • Project goals:

We all have squirrel moments – it’s expected and a perfectly natural thing. However, squirrel moments on a website project without a weekly meeting to keep us on track can be detrimental to the project. We have to stay on the path and reach the stated goals as quickly as possible.

Having the weekly meeting can keep us focused by including the review of stated goals and the path to reach those goals. This helps us from concentrating on insignificant details that may or may not have anything to do with the goals you want to reach.

    • Collaboration and Teamwork:

Website Development Teawrok and Collaboration - Stafford Technologies photo by Matteo Vistocco

Teamwork is imperative on a website project. Simply put, you and your team know your industry and your company better than your website developer. You and your team are an incredibly important part of the project. Weekly meetings will keep the lines of communication open and foster camaraderie between your team and that of your developer. Camaraderie can spark innovation, team spirit and creativity improving the end product immeasurably.

The constant communication also goes a long way in helping you understand what is happening and why. Just as you are teaching your website developer about your business, they should be teaching you theirs. Your understanding of the ‘whats and whys’ is important to ensuring your buy in for the whole project.

Project Management Software

Now that we understand why open lines of communication on a website development project are so important let’s take a look at the importance of project management software.

Website project management software is an important part of a successful website project. It has the ability to keep the project organized, speeds up the entire process, helps keep the lines of communication open at all times and avoids the hassles of missed phone calls or lost emails.

Ask yourself how much time you waste chasing down emails and phone calls? We’d bet that on a daily basis you hear “I sent that email days ago” or “I did call and left you a voicemail” at least 2 or 3 times each. One of the best features of project management software is that it answers this need effectively.

No longer do you have to worry about whether or not you sent that image over to your developer. No need to worry if it is too large for email. No need to worry whether they got your message with the new company phone number for the website. All the assets are kept very neatly and best of all they are incredibly easy to upload. One click uploading speeds up the delivery time of important website development assets and therefore can help speed up website development time. Plus, and more importantly, it ensures that your development team received the assets.

Another great feature to this kind of software is the ability to start a discussion any time you’d like. How many times have you awoke in the middle of the night with a great idea only to lose it the moment you wake up? We all know the frustration of “If I could only remember.” With website project management software you can instantly start a discussion any time of day or night. The best part – when you start that discussion everyone on the project can be notified so the entire team knows what you’re thinking and can answer at their own leisure. You will never forget that great idea again!

Effective Website Development Project Management - Stafford Technologies photo by Daria NepriakhinaAs you can see, communication and project management are both crucial parts of any website development project. Be sure to ask your potential website development team how they communicate and what kinds of software they employ before you hire them on. If your potential website development team is still using email or the post office and doesn’t have the right processes and software in place be wary of hiring them – your website project will very likely be lost in the mail.

This day and age there is no excuse for a digital agency to not have these tools at their disposal and worse yet, to not utilize them. Without them it can be difficult at best to keep any website development or digital marketing project under control and on target.

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Off the Ladder Website Design

Why You Should Be Sure Your Website Developer Uses Mood Boards

There are many reasons why you should be sure your website developer uses mood boards as part of their standard operating procedure. They create an ease of communication when it comes to design, they cut down on the project frustration level and they make the entire website development process go faster.

Mood boards are used to facilitate the design process. They are generally collages with different bits of inspiration such as images, fabrics, items etc. which come together to form a “mood”.  Designers use them to convey the mood or the “look & feel” of a project to their customers. They are the foundation for new projects.

Stafford Technologies Website Development Mood Board ExampleFor website development projects mood boards are usually digital collages of color patterns, textures, fonts, imagery and more that are used to start the design process. They are used to bridge the gap between the website developer’s technical jargon and the image you have in your head of your new website or the feeling you would like your brand to portray.

Communicating a mood or a look & feel can be difficult at best. Using a mood board will allow the website developer to express their vision of your new website and be sure that you are on the same page aesthetically. This keeps you involved in the process and, believe it or not, professional website developers want and value your input.

With your input at these early stages of the process an incredible amount of time is saved in the design process avoiding the endless back & forth of edit after edit. Your frustration level will be lowered and the project will move along a lot faster.

Mood boards should be included in the standard operating procedure of any website development company, especially the one you choose for your next project. Don’t be afraid to ask up front if it is. If it’s not, find someone else to take care of your project. You will save yourself weeks of frustration and communicate the look and feel you want to portray for your brand.

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Off the Ladder Website Design

The 8 C’s To Consider When Choosing a Website Development Company

The 8 C’s To Consider When Choosing a Website Development CompanyPlanning a website project can be a daunting task. You simply do not know what you don’t know so hiring the right website development team can be intimidating at best. Your website will be the first impression most of your potential customers get of your company so this is definitely not a decision you can take lightly.

Since we all know first impressions are so important you want to choose the right company for your project whether it is a new website or a refresh. There is a lot to consider but we think the 8 C’s to consider when choosing a website development company are a great start to a successful project:

  1. Chemistry
  2. Complete Discovery
  3. Collaboration
  4. Communication
  5. Content
  6. Continuing Services
  7. Cost
  8. Contract

Below we deep dive (in no particular order) into each of the 8 C’s to consider when choosing a website development company.

Why is chemistry so important for a website project?

A website project is a lengthy process and can last 10 weeks or more. Imagine what that ten weeks would be like if you don’t enjoy speaking to the people you are working with. You don’t have to love them or invite them over for a birthday barbecue but you do have to get along with them. It makes communication a lot easier and it makes for a much better experience.

In addition to the better experience, good chemistry fosters trust. If you do not like the person you are working with trust will be an issue. It’s hard to willingly give up sensitive information about your company, its secrets and its finances – all things that are important to a project – to someone you do not like and therefore do not trust.

Simply put, chemistry between you and your website developer is a critical part of a successful project

What is complete discovery?

Often overlooked the discovery process is probably the most important process in a successful website project. The discoveryDiscovery is the most important process when developing a website process, if executed correctly, can and will help you avoid costly mistakes you will be paying for for years. This process is a deep dive into you, your company, your products or services, your customer, where your customer hangs out, what your customer’s online habits are and finally how to reach your customer. It is so important to the process and such a huge undertaking that it is usually considered a service that most reputable website development companies will charge a fee for.

The reason for the fee is that once complete you should have the blueprint you need to complete your website project in hand. If you are not satisfied with your chosen developer or find that the chemistry you thought was there is not you now have the playbook you can bring to another developer to complete your project. Most development companies will credit the discovery process fee at the signing of the agreement.

This process should take place before any pricing is given so the website developer understands the project and the functionality needed. After all, giving pricing before a full discovery process is like buying a house that is to be built without seeing the plans first.

What is the difference between working with a website developer and Collaborating with them?

Your website project should be a collaborative effort with your team working hand in hand with your website development company. You and your team know your products and services best. You need to educate your website developer and he in turn needs to educate you on what is happening with your project and why.

When first talking to the website developer about the project try to gauge how open they are to listening to you and your input. Will they listen to your thoughts? Do they take what you have to say seriously?

The problem is when they say to you “We got this” or “We don’t need to know the details” What they are really saying is “You do not know what you are talking about and we can do a better job without your input”. This is not a good relationship and is a definite indicator that you have chosen incorrectly.

Remember, you are looking for a long term partner to collaborate on your marketing goals moving forward. You are not looking for a company to dictate tasks to you – you already have a boss, you.

The importance of communication on a project

Open lines of communication are incredibly important to a successful project. However we all know that emails can be lost and phone calls forgotten so what processes does the potential website developer have in place to combat these issues? Is there some type of management software being used? Are they using stone and chisel?

Most reputable website design and development companies will have some type of project management software in place toEffective communication is an integral part of website development facilitate clear, transparent and open lines of communication with their customers. The software acts as a central place for communication of all types. Any member on your team or the agency’s team can see in real time what is happening and the threat of lost emails or forgotten phone calls is dealt with in an orderly fashion.

Of course if there is a problem and you would like to speak with your salesman or project manager offline there should still be that option of communication available. Don’t assume. Check to see if you really can speak to someone in authority before you sign an agreement.

The website project KILLER – Content

We all know that content is King on the web. What some people don’t know is that content is the website project KILLER. So many projects go really wrong really fast and it does not have to happen this way. The answer to the killer of projects is to figure out up front who is responsible for it and, if the company you are looking at is not upfront about content run the other way quick – we promise this will kill the project and leave it languishing in incompleteness forever.

Content is the most difficult part of any website project. Who is responsible for what? Where are the images coming from? What do we need? These are all questions that inevitably come up during a project. We have found that having a process in place at the beginning of the project is beneficial to the project’s outcome and timelines.

Most website development companies concern themselves with design and never bring up content during their sales process. They assume that you the customer will take care of that and all the while you are assuming the website development company is handling it.

The truth is there is a balance. You are responsible for a lot of the content including images, bios, store hours, privacy policies, warranties and more. However, your development team, being experts in content writing and planning, should kick in and write your home page content and help you in writing whatever ‘highlight’ pages you collaboratively decide would help you return well on search engines and maybe grab some traffic that can be considered low hanging fruit.

DO NOT IGNORE CONTENT!

Why would continuing services be so important?

If you build it they will come simply does not work with websites. Once launched there needs to be a plan in place for the marketing of the website. It would be best if the developer, who has hopefully gone through a lengthy discovery process with you, can continue the project.

Since you already have a great working relationship the choice should be easy but if they do not offer these services you will have to go through the entire process again with a different vendor. It definitely benefits you if the company you chose can do it all.

Should I be concerned about cost?

Your website is one of the most crucial tools you have to drive customers to your business. Yes, price should be a consideration but when deciding on a budget keep in mind the importance of your website.

Remember the old adage “You get what you pay for.” Well that is as true in the website development industry as it is in any other. If you pay for quality work you will get a quality project. If you pay $1,500 for a website you will more than likely get a Word Press template that has been used by 1,000 other companies – nothing unique and nothing that stands out.

A quality website development agency will charge from three to four thousand dollars for an entry level project and upwards of $100,000 or more for enterprise level websites. Most “small business” websites fall in the $4,000 to $20,000 range depending on functionality and complexity of the target market.

Return On Investment (ROI) is the best way to gauge the cost of your new website proectRemember, this is an investment in the future of your company not a commodity. If you are looking to purchase on price rather than value, nine times out of ten you are going to regret it later. In addition, a qualified and reputable agency will always offer ways to work with you on the price and payment options. If they are a good fit for you, ask. You may be very surprised at how flexible most companies are.

Just give me the paper and I’ll sign it – Website Project Contracts

This is the part where you feel most insecure – what should be in the agreement. The answer, EVERYTHING!

Every detail should be written out in the website development agreement from who is supplying images to how many edits are available for each step of the design process. There should be no questions left.

As an exercise, when looking at the agreement presented to you by your potential vendor, ask yourself if you have any questions about anything. If you don’t, great. If you do, go back and ask for written clarification. If you get pushback do not sign the document.

You can pretty much tell right away from looking at a document if the company behind it has the experience, professionalism and attention to detail you are looking for. If it does not show up in the first materials they hand to you why would you think it would change later on down the road.