Networking & Referral Best Practices Assessment

Networking isn’t about swapping business cards or chasing quick wins—it’s about building real relationships that last. When we approach people with care, generosity, and consistency, our network becomes a source of opportunities, insights, and support. That’s the spirit behind my Networking & Referral Best Practices Assessment—a practical tool to help you take an honest look at how you connect, follow up, and create value for others. The goal isn’t perfection; it’s progress.

What this assessment helps you do

• See where you’re strong and where you can level up. You’ll rate yourself on a simple 1–5 scale so you can quickly spot patterns and gaps and turn them into next steps.

• Build a network that actually works. We’ll look at core habits like preparing before events, following up quickly, connecting others, and keeping promises—because trusted relationships are the engine of referrals.

• Shift from transactions to community. This is about creating value first and playing the long game—so your network grows with you, not past you.

What’s inside

• Foundations of Networking – mindset, diversity of connections, and stepping outside your comfort zone.

• Do’s & Don’ts in Action – help first, prepare intentionally, follow up fast, and focus on meaningful relationships.

• Building My Network – champions, connectors, rising stars, and super-connectors who open new doors.

• Referrals – deliver excellent work, ask at the right time, be clear, say thank you, give back, and track results.

• Digital Networking – keep profiles current, share useful insights, engage thoughtfully, and turn online into real conversations.

• Relationship Maintenance – reach out within 24 hours, stay in touch with your key contacts, celebrate milestones, and tailor your approach.

• Measuring Results – track tangible wins (clients, revenue, partnerships) and the intangibles (trust, visibility, influence).

• Personal Style & Authenticity – align your voice, passions, and habits so networking feels natural and sustainable.

How it works

1. Rate yourself (1–5) across each area to get a clear snapshot.

2. Review the score ranges to interpret where you’re excellent, good, fair, or need focus—then zero in on the few habits that will move the needle fastest.

3. Reflect with open-ended questions to turn insight into action and make your next steps concrete.

What you’ll walk away with

• A clear baseline of your networking and referral habits.

• A short, focused action plan to improve follow-through, deepen relationships, and ask for (and give) referrals the right way.

• A repeatable check-in you can revisit quarterly to measure progress and keep momentum.

Who it’s for

Owners, executives, sales leaders, and rising stars who want to build a trusted network—without feeling fake or forced. If you value long-term relationships and doing great work, this was made for you.

Ready to get practical?
Take the assessment, find your next 3 moves, and start turning connections into meaningful results—one genuine conversation at a time.