
Back in the early 2000′s when I started my marketing business, I made a lot of trips to my local post office.
Every time I went there I saw a little box that held a bunch of CD’s.
The box said, “Try AOL for FREE!”
AOL was just starting out and they had formed a strategic partnership with the U.S. Postal Service to offer free trials of their AOL internet service to their customers.
But it wasn’t just the post office that were giving these free AOL CD’s away, so was Best Buy, Walmart, Target and other retail businesses.
After seeing this…
…A Light Bulb Flashed In My Brain.
You see, I often found it very hard to get people (even happy clients) to refer me to their friends because they didn’t want to be seen as a salesperson (weird, but true).
But I noticed that one thing they didn’t mind doing is passing on good information to their friends that might help them.
So instead of trying to ask for referrals directly, I decided to create helpful information that my clients and friends would be happy to pass on to people that they knew.
For instance, I created a special report titled, “How To Get Big Companies to Call, Buy and Beg for Your Products or Services.”
In the report I explained a simple process that I’ve used repeatedly to get big companies to call me and request my services (instead of me chasing them around).
I then asked several of my influential friends who had large mailing lists if they would pass the report out to their followers as a free gift, which they did.
That report went out to thousands of business people.
In less than a week, I had received multiple requests for consulting work from companies that didn’t blink at my high fees.
They all wanted me to set the same system up for them that I had explained in the report.
I call it…
Education-Based Referral Marketing.
Education-based referral marketing consists of getting people in your network to refer you by motivating them to pass out your educational information to people in their networks.
The benefits of education-based referral marketing are…
1. Instead of putting your referrer in a situation where they are seen as someone who is trying to “get” something from another person, they are seen as a true friend who is simply trying to help people solve their problems by passing out great information.
Instead of being seen as a “peddler” they are seen as a “hero.”
2. Your information will position you as the expert and the person that can solve their problem instead of someone who’s just trying to sell you something, which dramatically shortens the buying cycle.
3. Instead of being referred to just a few people, education-based referral marketing will allow you to be referred to hundreds and even thousands of people in a very short period of time.
4. You never have to be seen as the guy or gal who begs people for referrals. Instead, you’ll be seen as the intelligent professional who solves people’s problems.
5. It causes a viral pass along effect in which your information gets referred from one person to another multiple times, thus multiplying your original effort many times over.
Here’s How to Create an Education-Based Referral Marketing Campaign
Step 1 – Make a list of all the people in your network. Get their email addresses.
Step 2 – Create a 5 – 10 page special report, online audio program or an online video program that solves a specific problem. In the report, include a call to action at the end.
Step 3 – Ask each person in your network if they will read, listen to or watch your report and please pass it on to people in their network.
That’s pretty much it.
You can make the process more fancy by offering rewards for passing around your content if you want.
Here’s a Great Example Of What I’m Talking About
Robert Middleton is one of the people that I’ve followed for many years and someone who I highly respect.
Robert teaches independent professionals how to get more clients.
Recently, Robert created a series of free videos that he gives out on his website.
In the videos, he talks about some important principles to attracting clients. Robert knows his stuff.
Here’s a link to those videos.
Some of you will go and watch Robert’s videos, sign up to his newsletter and possibly sign up to participate in his marketing club.
This is a great example of Education-Based Referral Marketing in action.
I just referred YOU to Robert’s information…NOT his product.
You see the difference.
Instead of saying, “You need to go buy Robert’s product.” I’m referring you to his helpful INFORMATION.
Robert’s information sells his product for him.
By the way, the videos were part of an interview that was conducted with Robert on his back patio. He then cut up the videos into smaller chunks that covered specific topics.
The information is easy to get to, easier to consume, and interesting to watch.
Many of YOU have referred my blog or specific articles on my blog to your friends. That’s Education-Based Referral Marketing.
Thank you for doing that.
I hope this article has given you a few ideas as to what you can do to launch your own Education-Based Referral Marketing campaign.
It works!
P.S. Click here if you want to learn more about referral marketing from the best referral marketing experts in the world.


















Hello David,
The linked report within the article is excellent. It is such a simple and obvious system to make companies to call you, yet ‘experts’ do their best to make it overly complicated. Thanks for sharing such quality information.
Quick question (if I may):
When prospect requests your CD (which I assume is sent free), how many follow up CDs are sent in the series before calling quits?
Your blog is amazing source of practical information. For me it is one of the best business resources on Internet.
- Peter
Hi Peter…thanks for your kind words.
The answer to your question is…it depends.
If it’s a list of highly qualified people, and the service or product ticket price is very high, I’ll follow up with them every 2-3 weeks for a year. Yup, a year.
If it’s a lower ticket price, then I might do it for a couple of months.
I NEVER send them the CD until they request it. So all my follow ups are postcards, letters and cards getting them to request my information. You MUST get them to request your information. If you just send the CD to them, you come off as the pushy salesman. If you get them to request it, it positions you as the power player.
Hope this helps.
David
Dear David,
Like Peter had said, the report and the information you provided are excellent and invaluable. Especially intriguing is the fact that more often than not business owners who are trying to grow their business, position themselves as authorities and obtain new clients, feel compelled to share as much information, insights, secrets and tips as they can. Thank you for emphasizing the importance of creating demand and persuading potential clients to request more information and consequently the services/expertise.
Sara
Virtual Business Manager
VBM Pro | http://www.vbmpro.com
Great idea David! I’m going to try this method with some WordPress training videos that I created for my list.
Thanks for the tip;-)
Btw, if you think that the videos will be helpful to your subscribers, let me know and I’ll provide a link.
LaTonya Johnson recently posted..How to Make Money Online- 101
David, I purchased your Education Based Marketing course 6+ years ago and it was a fantastic investment. To be honest…I was already doing a lot of things you discussed. But the value was in the structure you showed. It’s been invaluable to the growth of my sports training company. So I couldn’t agree more with what you taught above.
P.S. Just watched a couple of Robert’s videos. Damn he’s a likeable guy!
Todd Herman recently posted..The Incredible Journey of Patrick Willis
Twitter: ryanhache
says:
I love how you worded that.. same goes from great articles like this. *posting this on my fan page with pleasure.
Ryan Hache recently posted..How to Automatically Post Facebook Status Updates to Twitter
hey David,
I really love reading your blog. I’m actually in the process of making such a cd presentation to give out to new moms. My plan is to give it to other professionals in teh new-mom biz… dulas lactation consultants.
keep up the good work!
Batya
Twitter: KarenCV
says:
What a great strategy. I write ebooks, but never thought of creating one specifically for referrals. And, thanks so much for a post. So many marketers use video for everything. Will share this.
Karen Cioffi recently posted..Review of Ruthie and the Hippo’s Fat Behind
What a simple yet effective concept. Referring to information instead of products is sure to make people believe there is something of value for them in the referral. Great informative post!
I always find your site very helpful and even today it it very helpful to create sites and links.
Great idea David! I’m going to try this method with some WordPress training videos that I created for my list.
Twitter: cajuncopy
says:
Hi David,
Loved the report you linked to here. The “PSR” and “3 Decision Close” were powerful, systematic techniques that will be hard to forget next time I need them. The whole system you lay out there is genius.
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