Reference Check Etiquette for Sales Professionals

Written by Thomas Norris



As a sales professional, it’s important to know what skills and qualities are valued in your field. One of the best ways to be sure that you’re on top of your game is to get a reference check. A reference check is an important step in the sales process, as it allows you to verify the trustworthiness and reliability of a potential customer.

However, when it comes to reference check etiquette, it’s important to be aware of how you go about this process. It’s important to be polite, professional, and respectful of the other person’s time. Here are some tips for making sure you get the most out of your reference check process.

1. Get Permission

Before you even start to make contact with a reference, it’s important to get permission from the person you’re looking to reference. This will help you avoid any awkwardness or misunderstanding. Ask the potential customer if they’re comfortable with you getting in touch with a reference. If they are, then you’re free to proceed.

2. Make the Call

When it comes to making the call, it’s important to be mindful of the other person’s time. Be sure to introduce yourself and explain why you’re calling. Make sure to be polite and respectful of the other person’s time.

3. Ask Questions

Once you’ve introduced yourself, it’s important to ask thoughtful questions. Ask about their experience with the potential customer, what they liked or didn’t like, and any general advice they have. This information will help you determine if the person is a good fit for your sales team.

4. Follow Up

Once you’ve finished your call, it’s important to follow up with the reference. This will give them a chance to elaborate on anything they said while you were on the phone. It also gives you a chance to thank them for their time and show your appreciation.

By following these simple tips, you can ensure that you’re getting the most out of your reference check process. This will help you ensure that you’re getting the best customer possible and giving your sales team a competitive edge.

When it comes to reference check etiquette, it’s important to remember that you’re dealing with other people’s time and feelings. Be sure to be polite, professional, and respectful when you’re making contact. Furthermore, follow up with each reference to show your appreciation and ensure that you’re getting the most out of the process.

By following these tips, you can ensure that you’re getting the most out of your reference check process. This will help you land the best customer for your team and give you a competitive edge in the sales world.