How to Get Lots and Lots of Referrals in Your Concierge Business
Let me be real for a second…
You want more clients, right? And not just any clients but the ones who are dreamy to work with.
Here’s one of the best (and free) ways I’ve grown my senior concierge business and consistently received a steady flow of referrals…
Storytelling.
But not just any old stories. I’m talking about strategic, intentional, real-life case studies.
What the Heck Is a Case Study Anyway?
A case study is simply sharing a true story to highlight how your services made someone’s life better.
It’s like a testimonial, but juicier. You walk your audience through what the client needed, how you helped, and the result.
Kinda like a bedtime story. Except you get to be the hero.
You see, when we tell stories about our work especially in concierge services for the elderly people finally get it. They see our value, and more importantly, they remember us when someone needs help for a parent or neighbor.
Why This Works
Because marketing doesn’t have to suck.
When you tell a good story one that paints a clear before-and-after it sticks. It shows you’re not just “running errands” or “offering help.” You’re changing lives.
And guess what? People talk about that stuff.
That’s why this strategy has helped me get referral after referral without feeling salesy or pushy.
Case Study Framework (Use This!)
Here’s how to write your own success story that leads to referrals:
Who is the story about? (Ex: a daughter needing help for her elderly mom)
What challenge were they facing?
How did they use your service?
What were the results?
Then wrap it up with a little bow:
What changed for them?
How did YOU make life easier?
Boom. You’ve just educated your audience and positioned yourself as the go-to expert.
Who Should Hear Your Stories?
Great question. The magic happens when you share stories with your referral network people who already trust you or work with your ideal clients.
Think:
Adult children of aging parents
Local professionals (like elder law attorneys)
Healthcare workers
Neighbors
Friends of friends
You’re not just selling. You’re showing what you do in a real, relatable way.
Here’s the Kicker
Most people aren’t referring you because they don’t really understand what you do.
So tell them!
Through your stories. Through your wins.
Through the simple way you supported Mrs. D. when her son was out of town and she needed groceries, companionship, and help getting to her doctor appointment.
Show the love. Show the outcome. And keep doing it.
Real Talk: You Might Be Overthinking Your Marketing
Honestly? You don’t need to do all the things to get more clients.
Marketing can be simple. Start with real stories. Add personality. And be consistent.
Still overthinking it? You’ll love this post on why you don’t want to be just another flyer in the mail.
And if pricing is tripping you up (because you don’t know how to talk about your value), check out this pricing clarity guide to help you confidently share your worth.
Oh, and don’t miss this list of 12 client-getting tips. It’s packed with action steps to grow your biz without burning out.
Your Next Step
Pick one client you’ve helped recently.
Write their story.
Then share it in an email, social post, or at your next networking event.
Referrals will follow.
Because people don’t remember “concierge services.”
They remember how you made someone feel supported and seen.
And when they meet someone in need?
They’ll remember you.
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Thinking about starting a concierge business but not sure what you need—or where to even begin? The Concierge Starter Kit includes the exact templates, client forms, flyers, and tools I used when I first got started—plus a video walkthrough showing you how to use them all. I also cover what kind of insurance actually matters (and what’s just noise), so you can skip the overwhelm and start on solid ground.
➤ Grab the Concierge Starter Kit – $47. It’s the shortcut I wish I had. Get it HERE: https://theconciergeacademy.com/starterkit
