Track Where Your Best Clients Come From
Legacy signals
Legacy popularity: 1,296 legacy views
Legacy rating: 2.5/5 from 2 archived votes
Sometimes, it’s best to not reinvent the wheel or “fix what ain’t broke,” as the saying goes. Let’s say you have several clients you absolutely LOVE (they get great results from working with you, they pay you on time and never negotiated, you like them, they send referrals, etc.). Now, look at where all of these clients have come from.
Perhaps it’s a particular networking group, or a talk that you gave, a referral from a strategic alliance or Center of Influence, or a referral from a client. It’s important to see where your clients have come from so that you can do more of the same.
Avoid focusing too much on what hasn’t helped you attract many clients, but rather, what HAS worked. That’s what you want to focus on.
One way to keep track is to set up a system for this. Each time a new private coaching client signs up to work with me, they fill out a section of my Welcome Packet that says “Whom may I thank for your referral?” This is a great way to keep track, because you’ll forget, but they won’t.
I use a column in my bookkeeping sheet that I’ve labeled “Referred by” next to the client’s name and in that colum
I note who referred that person, where I originally met them, or what talk they came to hear. At the end of the quarter or the year, it helps me to eliminate the marketing efforts or networking groups that aren’t working and focus on the ones that are.
This also has the added bonus of tracking which referral sources have given me the most leads and reminds me to thank them appropriately for each and every referral.
Your Client Attraction Assignment This Week:
Start tracking where your clients come from so that you can continue marketing there.
* Ask each and every client whom they were referred by or where you met.
* Create a worksheet to keep track of this.
* Review this often to see what’s working and what’s not.
* Focus on (and do more of) what works and eliminate the efforts that don’t produce results.
Article author
About the Author
Further reading
Further Reading
Article
24 Best AI Digital Marketing Agency Picks for Data-Driven Growth in 2026
Artificial intelligence has permanently reshaped digital marketing. What used to take weeks of testing, manual reporting, and reactive strategy shifts can now be optimized in real time through predictive systems. Thatâs why more brands are actively searching for a high-performing AI digital marketing agency â not just a traditional firm with a few automation tools. But hereâs the key: A real AI digital marketing agency builds intelligent infrastructure. A basic agency s
February 23, 2026
Article
Common Mistakes to Avoid When Selling Diabetic Supplies Online Safely
Navigating the Online Marketplace: A Guide to Selling Diabetic Supplies Safely The world of online marketplaces offers a unique opportunity to connect unused medical supplies with those who might need them. For individuals managing diabetes, this can mean finding a responsible way to ensure valuable, unopened test strips, sensors, and other essentials donât go to waste while potentially helping someone else. However, this journey is filled with potential pitfalls that can l
January 14, 2026
Article
The Hidden Key to Solar Growth: Lowering Costs with Pre-Set Appointments
The solar energy industry is riding a massive wave of innovation and demand. From shimmering rooftop installations in sunny suburbs to sprawling utility-scale farms stretching across the desert, the global shift toward clean energy is undeniable. Yet, for all the technological leapsâthe ever-increasing efficiency of monocrystalline panels, the smarter inverter technologyâa fundamental challenge often lurks in the shadows for installation companies: the high cost of custom
December 5, 2025
Article
The Silent Revolution: How Solar Appointments Are Powering Growth
A New Dawn in Energy Across quiet suburbs and bustling cities alike, a transformation is unfoldingâone that doesnât roar with fanfare but hums with quiet determination. The world is slowly turning its face toward the sun, not just for warmth and light, but for power. This shift isnât driven by grand speeches or sweeping mandates. Instead, itâs happening one conversation at a time, one rooftop at a time, through a process thatâs as unassuming as it is powerful. The T
October 24, 2025