In Real Estate, referral opportunities occur at any point in the transaction from the initial phone call to closing day. Even years after a client closes on their home, they call my team and I for recommendations for just about anything to do with their home inside and out. When interacting either in person or on the phone with my clients, I really listen to their needs / goals and think about who I have in my sphere who I can trust to take care of them. Most situations are needing a referral to be made asap so I usually tell my client I have someone who can help them if they'd like their information. If they want this contact information, I pass it along to them and then contact the persons name I referred. When I talk to them on the phone, I explain the situation, give basic info and tell them to be on the lookout for a call or email from the individual. At the next powercore meeting, I would then write up the referral record and mark it as done.