So You’re Still Waiting for “Word of Mouth” to Do Its Thing?

You’re not alone.

Most tax and accounting pros live and die by referrals.
But most don’t have a referral system.
They just hope good clients tell other good clients.

You know the feeling:

“They said they’d refer someone… but no one’s called yet.”

The truth? Your best clients want to refer you.
They just need a nudge. A path. A reason.

This post is about engineering that—once—and letting it run.

The #1 Growth Channel You’re Ignoring: Referral Automation

Referrals convert better than any other lead source.
They close faster, spend more, and trust you from day one.

But they only happen if you:

1. Ask at the right time.
   
2. Make it easy.
   
3. Show appreciation.
   

That’s it.
No funnels. No ads. No awkward “Hey do you know anyone…” phone calls.

Step 1: Ask When the Client Is Feeling the Win

Timing is everything.

The best moment to ask for a referral is right after a win:

• You saved them thousands in taxes.
  
• You wrapped up a messy cleanup job.
  
• You delivered their tax plan early and they said “Wow.”
  

Use that window.

✨ Pro Tip: Use automation tools like MAX to detect “referral-ready moments” and trigger emails for you.

Step 2: Give Them the Words to Say

Your client doesn’t know what to say.

So give them the words.

Literally—write the message for them:

• A short email template they can forward.
  
• A LinkedIn post with your name tagged.
  
• A text message like:
  “Hey, my accountant just helped me save $$$. If you’re looking for someone smart + proactive, I’ll connect you.”
  

Make it brain-dead simple.

Step 3: Create a Landing Page You’d Actually Share

If you’re asking for referrals… don’t send people to your home page.

Create a landing page that says:

• Who you help best
  
• What services you offer
  
• What to expect next
  
• A clear CTA: Book a quick intro call or Fill out this 3-question form
  

Add your photo. Add a testimonial. Keep it human.

Step 4: Say Thank You Like You Mean It

Referrals = trust.
Don’t let it go unnoticed.

Options:

• A $25–$50 gift card
  
• A personalized thank-you email or video
  
• A free strategy session or discounted service
  
• A donation to their favorite cause
  

And if you want to really drive referrals?

Create a “Referral Champion” leaderboard.
Feature it in your monthly email. Add a little friendly competition.

Bonus: Make It Feel Exclusive

Referrals aren’t about scale. They’re about fit.

So try this positioning:

“We don’t advertise. We only work with clients referred by other amazing clients.”

It makes your firm feel more boutique. More in-demand. More trusted.

TL;DR: Your Referral Engine Blueprint

Here’s your checklist:

• Identify referral-ready moments
  
• Automate the ask
  
• Provide swipe copy
  
• Build a shareable landing page
  
• Track referrals + reward them
  
• Celebrate your advocates publicly
  

You only have to build this once.
Then let it run—season after season.

Want It All Done for You?

We’re building the Referral Growth Engine Playbook into MAX + ClientHub.
✓ Emails
✓ Landing page
✓ Swipe copy
✓ Thank-you automation
✓ Lead tracking

You turn it on.
Referrals take it from there.

👉 Join the waitlist and book a demo to activate your referral flywheel.