7 minute read

Why Introductions Work and Cold Outreach Does Not

Stop the cold messages, and get your first clients through people who know you.

Imagine a specialist realtor named Dana Whitcomb who sells houses above $3 million in a coastal town. In March, she reads in the local paper that Graham Pell has sold his software company. Between two showings, she writes him a careful message on LinkedIn. It names her sales on the waterfront and offers to talk whenever he likes.

Pell’s assistant reads his messages for him. She sees a stranger’s name and an offer he did not ask for. She files it with the 29 other messages that came that week from realtors, wealth managers, and designers. Dana hears nothing.

Suppose instead that Dana sends nothing. In June, Pell tells his accountant, Ruth Abara, that he is thinking about a house on the water. Dana sold Ruth’s own house two years ago. “Use Dana Whitcomb,” Ruth says. “She found us our place, and she never once pushed us.” Pell writes to Dana that afternoon to ask when she can show him a house. They see two houses that Saturday.

Dana was the same realtor both times. What changed was who said her name. So stop sending messages that a wealthy household did not ask for, and get your first clients through people who know you. Here is why the cold message fails, and how a coach turned conversations into introductions.

A wealthy household keeps strangers out on purpose

Here is the course’s view of how a wealthy household is set up. In many wealthy households, an assistant or a house manager reads the email for the client. The family’s building has a doorman, and the club takes new members only when a member puts their name forward. Each of these costs the household money, and each one stands between the household and someone it does not know.

Writers on luxury give the brands themselves the same advice. In The Luxury Strategy, Kapferer and Bastien list “Do not sell” among their rules for luxury brands. A brand that goes “running after customers”, they write, has stopped being a luxury brand. They quote a marketing director at BMW USA, who said, “When it comes to luxury, the best way of reaching the very well-off is to let them come to you.”

Those are brands, and the step to a service business is the course’s own. A message the household did not ask for comes from outside. The assistant and the doorman are paid to keep the outside out. So a cold message can fail however well it is written, because of how it arrived.

A name from a friend arrives already trusted

There are two ways your name can reach a wealthy household. You can send it yourself, which is the cold way. Or someone the household trusts can say it, which is the warm way.

The warm way works because a client who hears your name from a friend trusts you before the first call. The friend has seen your work, so the client does not have to judge you from scratch. Pell does not ask Dana for her sales figures. All he wants to know is when she can show him a house.

A coach turned conversations into introductions and went full-time in two years

Robbie Swale, a coach, did his first paid session in July 2015, a month after he started his coach training. He was working full-time in an office then. Later, he negotiated with his employer to go down to three days a week, which left two days for coaching.

Soon after he started coaching part-time, Swale asked other coaches to sit down with him for a coffee. Some he knew, and some he was introduced to. He wrote afterward that every full-time coach he had spoken to showed him the same truth. In his words, “a coaching business isn’t built through marketing.” It is built by doing great work, so that people tell their friends and colleagues about you. Once enough clients are sending people to you, “your business drives itself.”

The coaches told him how few referrals that takes. Even if each past client sends you only one new client every two years, that is enough to make a practice grow. For a new coach, Swale wrote, “almost no one is going to contact you out of the blue or find you on Google. You need to have conversations.”

At one event, Swale got talking with a woman. It turned out that she had once sold a sofa to Phil Bolton, the founder of his coaching school. She introduced Swale to her boss. When the boss found out Swale was a coach, he invited him for a coffee. The boss’s company then offered Swale £2,500 of work over the next eight months. “Because she once sold Phil a sofa!” Swale wrote. By April 2017, less than two years after his first paid session, he was a full-time coach.

Swale’s clients were not described as wealthy, and the step to a wealthy household is the course’s own. Swale also asked everyone he coached, paid or not, who they knew. With a wealthy client, the course advises against asking for names. A request like that turns the client’s word into a favor owed to you. People say less about a favor than about a find.

Stopping cold approaches is not waiting for the phone to ring

Stopping the cold messages can feel like giving up the only way you have to reach new clients. If nobody in a wealthy circle knows you yet, there is nobody to say your name. Waiting does not change that.

So get your first two or three clients through whatever door is open to you. That might be a client one level down who reads their own email. It might be someone who knows you from the place you chose on your map. It might be a booking through a platform, or a job for a family who pays less than you would like. Take that job for the introduction it can lead to, and do it well.

Swale’s £2,500 job came from a conversation at an event, not from a message to a stranger. So go back to the same place on a regular schedule, often enough that people ask what you do.

Until someone asks, keep your business out of the talk. When they ask, tell them in one sentence. For example, a tutor can say, “I help high school students with math, mostly in the months before their exams.”

A name passed from friend to friend can take a year or more to bring you a client. That is the course’s estimate, and here is its reason. A friend asks about you only when they need your kind of help, and you cannot choose when that happens. The work you take in the meantime is how it starts.

Why a better cold message is still cold

Imagine a private chef named Tomas Reyes. In January, he writes to the Ashcrofts, a family in a big house on Ridge Road, to offer a dinner. Nobody answers, and Tomas decides that his letter was not good enough.

In March, on a Sunday between two dinners, Tomas writes a card by hand on heavy paper. He mentions the family’s new kitchen, which he saw in a magazine. He has the card delivered with a box of his pastries. The house manager, Mrs. Kemp, sends a polite thank-you on the family’s behalf. She files the card with the other gifts from strangers that month. That spring, the Ashcrofts hire the chef who cooked at their neighbors’ anniversary dinner.

Tomas made the message better, and it still came from a stranger. The detail about the kitchen made it worse, because a detail the family never told him makes them feel watched. So mention only what a household has told you itself.

In the version that works, Tomas leaves Ridge Road alone. He spends that Sunday on the dinner he has already booked for a family one level down. Their friends are at the table, and the friends are the ones who might one day say his name.

How to stop approaching strangers and start being introduced

  1. Write down every cold approach you made in the last year to a household that did not know you. That includes the emails, the messages, and the letters through the door. Beside each one, write what it cost you in time or money and what came of it.
  2. Stop sending them from today. A message the household did not ask for comes from outside, and the household is set up to keep it out.
  3. Name the two or three people who could say your name at a dinner. They might be a current client, a professional who has seen your work, or someone from the place on your map. Write the sentence each one would say.
  4. Do not ask those people to pass your name on. If one of them mentions a friend who needs your kind of help, offer to write a short note they can forward. For example, an event planner can say, “You mentioned that Marion is planning her husband’s 60th. If she’d like help, I could send you a short note to forward.” Then write the note to the friend, about what the friend needs.
  5. If you cannot name anyone, take the next job you can reach through someone who knows you. Do it as the audition for the next job. For example, a home organizer might take on a garage for a family one level down. She finishes it on the day she said.
  6. When a client writes to you because a friend gave them your name, answer the same day. Answer the question they asked, and give your dates and your price. For example, a florist can write, “Thank you for writing. I can do the flowers for your dinner on May 9, and my fee for 12 tables is $4,800.”

Next: You will see who works around a wealthy household, and why being trusted by them beats reaching the owner.