CanadianSME Small Business Podcast

Referral Secrets: 5 Simple Steps to Get Clients Now

Episode Notes

Welcome to the CanadianSME Small Business Podcast, hosted by Maheen Bari, where we explore practical strategies that help businesses drive growth and strengthen client relationships. In this episode, we focus on sales, marketing, and business development, with an emphasis on gaining clarity, consistency, and momentum in client acquisition.

Our guest is Jennifer Kuta, Business Development Analyst at Caldwell Securities Ltd., with more than twenty-five years of experience transforming sales and marketing practices. Jennifer shares proven insights on prospecting strategy, emotional value positioning, and building sustainable referral pipelines that actually convert.

Key Highlights

1. The 2026 Prospecting Plan: How to build a measurable prospecting strategy and track what truly drives revenue.
    
2. Referrals That Work: Practical ways to ask for referrals and why phone conversations still outperform digital-only outreach.
    
3. Rethinking the UVP: Why emotional client perception matters more than functional value statements.
    
4. Client Loyalty Made Simple: Low-cost retention strategies that deepen relationships and increase lifetime value.
    
5. Strategic Follow-Up: How honest persistence and tracking declined prospects unlock future opportunities.

Special Thanks to Our Partners:

• UPS: https://solutions.ups.com/ca-beunstoppable.html?WT.mc_id=BUSMEWA
• Google: https://www.google.ca/
• A1 Global College: https://a1globalcollege.ca/
• ADP Canada: https://www.adp.ca/en.aspx

For more expert insights, visit www.canadiansme.ca and subscribe to the CanadianSME Small Business Magazine. Stay innovative, stay informed, and thrive in the digital age!

Disclaimer: The information shared in this podcast is for general informational purposes only and should not be considered as direct financial or business advice. Always consult with a qualified professional for advice specific to your situation.