#377: When a Referral Goes Sideways (and How to Recover)

High-Income Business Writing Podcast

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1M ago 6:20

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What do you do when a dream referral turns into a nightmare-in-the-making? One of my coaching clients recently found herself in a tricky spot. Her best referral partner had sent her what initially seemed like a solid lead. But after a few back-and-forths, things started to feel… off. The red flags were waving, and she could sense this prospect would likely become a difficult client. She wanted out. But she didn’t want to burn bridges with either the potential client or the trusted source who referred them. In this week’s short episode, I share the guidance I gave her — a simple, thoughtful way to bow out gracefully while preserving both relationships. It’s a nuanced dance, but once you know the framework, you’ll be ready to handle these moments with professionalism and clarity. In This Episode, You’ll Learn: A simple strategy to walk away from a referral without damaging key relationships Why these situations are more common than most freelancers think The importance of protecting your boundaries, even when referrals are involved Sample language and scripts you can adapt to your own client communications Key Takeaway: Saying “no” doesn’t have to feel like burning a bridge. With the right framing, you can protect your time and energy and preserve the relationships that matter most. Listener Challenge: If you're currently navigating a tricky referral or client dynamic, take a few moments to draft your “graceful opt-out” message. Use this episode as your guide. And remember, professionalism and honesty go a long way.

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