Referrals

“How Did You Hear About Us?” The Question That Shows Where Clients Come From

Quick answer

Ask “How did you hear about us?” on the first contact with every new client: the first call, the booking form or the first meeting. When the answer is a person, ask for their name and write it down, so you know who to thank and which clients and partners send you the most work.

“How did you hear about us?” is the cheapest, most useful question a service business can ask. It takes ten seconds. It tells you which of your efforts bring in clients and which don't, and, most of all, it tells you who is recommending you, so you can thank them.

Most businesses ask it now and then, write down “referral” or “Google”, and never look at the answers again. This guide shows how to ask it every time, in words that get a real answer, with the right options on your form, and what to do with what you learn.

Why should you ask new clients how they heard about you?

You should ask because it shows you where your clients really come from, which is often different from where you think. Owners regularly find that a few happy clients or one partner send far more work than their website or their ads.

The answers help you in three ways:

  • You know who to thank. A person who sent you a client and never heard a word back is less likely to send another.
  • You know where to spend your time. If your yard signs bring calls and your flyers don't, you can stop printing flyers.
  • You spot your champions. The handful of people who keep sending friends deserve extra attention.

When should you ask “How did you hear about us?”

Ask on the first contact, while the client still remembers. A week into the job, “my neighbor mentioned you” has become “I think I found you online”.

The later you ask, the fuzzier the answer

How well a new client remembers where they found you

First call or formBest. They just got your name.
First meetingStill clear. Ask in person.
During the jobMemory is fading.
At the invoiceToo late. Mostly guesses.

Where should you ask the question?

Ask it in every place a new client first reaches you, so nobody slips through:

  • On the phone. Make it part of how you, or whoever answers, take a new inquiry.
  • On your website's contact or booking form. One optional field, with a follow-up box for a name.
  • On an intake or new-client form. Accountants, lawyers and other professional firms often have one already. Add the question near the top.
  • In person. At the first estimate or meeting, if you didn't get it before.
  • By text. If the first contact is a text message, ask in your reply.

What is the best way to word it?

The best wording invites a name, not a category. “How did you hear about us?” is fine on its own, but a warm follow-up turns “a friend” into someone you can thank.

Weak vs. strong wording

Same new client, different answer

Weak
“Source?” … “Referral.” And the conversation moves on.
Strong
“How did you hear about us?” … “A friend.” … “Lovely, who should we thank?” … “Maria Lopez, you did her kitchen.”

Copy these words

For the phone, and for the question on your form

Before I let you go, how did you hear about us? … Oh lovely, who should we thank?
How did you hear about us? If someone recommended us, tell us their name so we can thank them.
The first is for calls, the second for your form

What answer options should your form have?

Your form should have a short list of options that match how people really find you, plus a box for a name when the answer is a person. Keep it to six or seven choices so nobody gives up.

Answer options for your form

Each option that involves a person gets a box for the name

OptionFollow-up boxWhy
A friend, family member or neighborWho? (name)So you can thank them
Another business recommended youWhich business?Shows which partners send work
I've worked with you beforeNoneRepeat clients count too
Searched onlineNoneShows if people find you on their own
Saw your van, sign or a job you didWhere?Shows which streets and jobs get noticed
Social mediaNoneShows if your posts reach people
OtherTell usCatches what you didn't think of

Change the options to fit your business. A landscaper might add “Saw your work in my neighborhood”. An accountant might add “My bookkeeper or lawyer”. Keep the question optional: a required field can stop someone from sending the form, and a real inquiry matters more than a perfect answer.

Why write down names, not just “referral”?

Write down names because “referral” tells you nothing you can act on. “Sarah Kim, whose kitchen we did in March” tells you who to thank, who loves your work, and who might send more.

After a few months, a list of names shows a pattern that a list of “referral, referral, referral” never will. Usually a small number of people send most of your referred clients. Those are the people to call at the holidays, check in with, and invite into your customer referral program. If one business keeps appearing, they may be ready to become a referral partner.

Keep these notes private. They are for you and your team, not for sharing. Professional firms should follow their own profession's rules on client records.

What should you do with the answers?

Use the answers to thank people quickly and to decide where to spend your time. A simple monthly look is enough.

Turn the answers into action

A few minutes a week, a few more once a month

  1. Thank the person the same dayA short text by name: “Thank you for sending the Parks our way.”
  2. Tell them how it wentWhen the job is done, let them know their friend was happy.
  3. Count the answers once a monthHow many came from people, partners, search, signs and posts?
  4. List your top referrersThe names that come up again and again. Look after them.
  5. Drop what brings nobodyIf something hasn't brought a single client in six months, try something else.

For thank-you words and timing, see how to thank someone for a referral.

What if clients don't remember or give vague answers?

If a client doesn't remember, accept it and write “not sure”. Don't guess, and don't push. Some people found you in more than one way: a friend mentioned you, then they searched your name. Note both. The friend is still the one to thank.

Over time, the more you ask on the first call, the fewer “not sure” answers you will get. And once you know where your clients come from, you can put more effort into what works. For the full picture, read how to get more referrals.

Frequently asked questions

When is the best time to ask how a client heard about you?

On the first contact: the first phone call, the booking form or the first meeting. The client still remembers who told them about you, and you can thank that person while it is fresh.

Should the question be required on my contact form?

Keep it optional. A required field can stop someone from sending the form at all, and a real lead matters more than a perfect answer. You can always ask again on the first call.

What should I do when a client says a friend referred them?

Ask for the friend's name, warmly: "Lovely, who should we thank?" Write it down, then thank that person the same day. Knowing the name is what lets you thank them and notice who sends you the most clients.

What if the client does not remember how they found us?

Accept it and move on. Write "not sure" rather than guessing. If several sources come up, note all of them: a friend mentioned you and then they saw your van, for example.

Is "How did you hear about us?" useful for a very small business?

Yes, maybe more than for anyone. A one-person business has the least time to waste on things that do not bring clients. A simple list of who sent each client shows where to put your effort and who deserves a thank-you.

Your next client already knows someone who likes you.

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