As you know, referrals are the coin of the realm in my profession. If you have a colleague, friend, family member, or anyone else who is in need of help that I can provide, I invite you to connect them with me. My solemn promise to you is that I will provide them with whatever help I can to within the best of my abilities β€” and if I cannot help, I will see to it that they’re connected with someone who can help them.

You’re reading this page because you’re a trusted friend, client, or colleague and you’re curious how to refer someone to me. First off, let me thank you deeply. I appreciate any and all referrals that you are gracious enough to provide. You have my promise that any person you refer to me, I will provide with whatever help I can to the best of my abilities.

If you’re curious about who would make an ideal referral and how to refer someone to me, read on. This has been one of the most frequently asked questions I’ve received and this page was written to give you helpful, specific instructions on how to refer someone you know.

“Who should I refer to you?”

My ideal clients are Freelancers or Consultants, people who are independent business owners and provide a service.

Ideally, they’re experienced and wondering how to grow and scale their business while staying independent or growing a small team. Ideally, they’ve been working independently for at least the last five years.

What problems can Kai help with?

My ideal clients are looking for help:

  • Getting more clients for their business
  • Developing a marketing plan or roadmap for their business
  • Getting actionable feedback on improving their email marketing campaigns
  • Review and optimization of their email and client outreach campaigns
  • Implementing a client intake process for their business

“How should I refer people to you?”

Excellent question.

The best way to refer someone to me is to send them a link to my new client questionnaire. That is the best way for us to start the conversation, so I can best understand how I can help them and their business.

Send them a link to this page:

Please let them know that when they fill out the questionnaire, they should put down your name as the person who referred them to me.

Below, I’ve included an email that you can copy and paste and send to anyone you’d like to refer to me.

How does Kai help his clients?

My clients can benefit from done-for-you services or coaching/mentoring services. Services range from $149 to $3,000+, depending on the scope of work. All of my services are fixed-rate, so my clients never have to worry about the project costing more than expected.

“How do I know who I should refer to you?”

An exercise that I often do when I’m thinking of who I can refer to my friends or my colleagues is this:

  • I block out 20 minutes on my calendar
  • I write down, on a piece of paper, the type of client that they work best with (In my case, that’s freelancers or consultants who want to get more clients without spending more on marketing)
  • Then, I go through my contact list on my phone, in my address book, in my email client, and in my Facebook and for anyone that I think might be a good person to connect them with, I write down their name
  • In 20 minutes, I can have 5, 10, 20, or even more names written down to refer to a friend or colleague

I recommend that you do the same. Block out 20 minutes on your calendar and follow the above process. Then, for each person on your list, feel free to refer them to me or send them the referral introduction email below.

“Do you have an email I can use to refer people to you?”

Absolutely β€” just copy and paste this, subbing in their name and the relevant bits (marked “TK-” so you can easily find them) and send the email off to someone that you’ve identified (CC or BCC’ing me, preferably, so I know that you’ve referred them to me and can prepare for them to reach out to me).


You mentioned that you were looking for help with [Problem or issue facing their business OR an outcome they’re looking for].

I’d like to introduce you to Kai, a consultant and coach who specializes in helping Freelancers and Consult get more clients without spending more on marketing.

I’m familiar with Kai’s work and highly recommend him as someone that you speak to. I’ve CC’d Kai on this email and he’ll be replying in a day or so to learn more about you, your goals, and your business.

In the meantime, I recommend you fill out this questionnaire about you, your business, and your goals, so he knows in advance of the call how he can best help you (make sure to put me down as the source of the referral!)


Once you’ve filled out that questionnaire, Kai will be in touch with any follow-up questions and to schedule a time for the two of you to speak.

Looking forward to hearing how the conversation goes,

[Your Name]

Thank You

Referrals are the coin of the realm in my profession. I deeply appreciate you taking the time to connect me with 2-3 (or more) of your colleagues and your friends. And if there is anyone I can refer to you, just email me and let me know and I’ll see who in my network is a match for your business.


β€” Kai

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