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Is the Do-Not-Call List Still an Issue for You?

Not too long ago, I was helping my daughter with her math homework (heaven help us both) when the phone rang. On the other line was a young lady asking me if I was interested in some new ideas for investing. First, I told her that I was quite happy with my financial advisor and wasn’t looking for any further assistance. Then I said, “Wait a minute. You shouldn’t be calling me. I’m on the National Do-Not-Call List.” Her misinformed response was, “That list only applies to interstate calls. I’m calling within the state of Maryland, so I can still call you.”  I told her that she was sadly mistaken and that she was running the risk of getting herself and her company in serious trouble.”  (Don’t worry, I didn’t file a complaint.)

The funny thing is that about 30 seconds later, she called me again and, like we never talked before, and she ran through her canned opening pitch. Tell me, is this how your next great client wants to meet you? No way!

In the past I have discussed how the do-not-call regulations have made building a referral-based business more important now than ever before. I’ve addressed the four competencies necessary to build a complete referral-based business. Find any top producer who has built a business on referrals, and you’ll find someone who has mastered one or more of these competencies:

  • Enhance Your Referability
  • Network Strategically
  • Prospect for Introduction
  • Target a Niche Market

If you embrace the do-not-call regulations as an opportunity to build a referral-based business the way it’s intended to be built, then you’re in great shape moving into the future.

When it comes to contacting new prospects who have been referred to you, you now have to work from introductions. You have to be connected to the new prospect in a way that they are willing to call you, or they are open to receiving your call. One of the most efficient, effective, and do-not-call-safe ways to be introduced is via email. I’ve been teaching this technique for several years now, and I’m getting great feedback on the results.

Getting Introduced with Email
Here’s how this concept works:  Using my referral system you collaborate with your client to identify 3 people whom she thinks should know about your work. You suggest to her a way she can introduce you that will protect her important relationships, yet yield a very efficient and effective way for you to meet her friends. She’s open to the idea.

Then you might say, “Mary, I appreciate the trust you have in me by giving me this opportunity to see if I might become a valuable resource for a few of your friends. I think it’s important that we find a way for you to connect me with them that protects your relationships, yet helps ensure they are open to taking my call. Make sense? (Sure, what do you have in mind?)  I’d like to suggest that you send George, Barry, and Carol an email.  Do you exchange emails with them from time to time? (Yes, of course).  Great, I can even give you a template or two from which you can craft your message to them. When you send the email, just CC me and I’ll know it’s been sent. Then I’ll follow up with them, via email, and see if I can gain permission to give them a quick phone call. How does that sound?”

Now you have a way for Mary to introduce you that’s very efficient and unlikely to break down (which might happen if she has to connect with her friends via the phone). These prospects are likely to respond more quickly to your email than your voice mail message. Once they do, you have written permission to call them – either at home, at work, or on their wireless phone.  Now you are do-not-call-safe.

Give Your Client Templates to Help
Sending your client a template or two that they can use to introduce you will accomplish three things. First, when they receive your email, it will remind them of their commitment to introduce you. Second, they’ll have a starting place, so procrastination will be minimized. Third, you’ll get a great introduction to a new prospect in short order.

Bonus Offer
If you’d like to receive a couple of templates I’ve created – which are excerpts from our Referral Scripts Book – just send an email to Put the words “Email Templates” in the Subject Line, and we’ll send them to you.

After you try this technique a few times, send me an email with your success stories and/or your questions.

About Bill Cates

Bill Cates
Bill Cates is the President of Referral Coach International.  His trademarked Referral Advantage™ Program has been featured in such publications as Success Magazine, Entrepreneur Magazine, Selling Power and Research Magazine, and his own business success has been featured in Money Magazine. Bill is a regular contributing editor for many financial services publications. Visit his Web site at Bill Cates, author of “Get More Referrals Now!” and “Don’t Keep Me a Secret!” is offering you a free copy of his report “7 Deadly Referral Mistakes” as well as a subscription to his free referral newsletter with 30,000+ subscribers. (What do they know that you don’t?)  Go to  To contact Bill, send him an email at or call (301) 497-2200.

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