how to send your business card and refer in 4 simple steps

user guide you can use for onboarding, training, events, and distributor pages.

Scenario

You meet someone at an event, conference, networking function, meeting, or social gathering.

Your goal is simple:

✅ Add them to your Referron Rolodex

✅ Share your business card

✅ Connect them with people in your network

✅ Create warm introductions that can be tracked

Step 1: Add Them to Your Referron Rolodex

When you meet someone, send them your digital business card.

1. Open Referron.
2. Press the Blue Share Button.
3. Select Send Business Card.
4. Choose how you would like to send it (SMS, WhatsApp, Email, QR Code, etc.).

As soon as you send your business card, that person is added to your Connections.

💡 I call this my Referron Rolodex — a growing database of people I know, like, and trust.

Step 2: Send a Personal Message

After sharing your card:

1. Open the connection.
2. Send a message.

Referron includes standard templates, or you can create your own.

My favourite approach is a short, friendly message:

“Great meeting you today. I’ve added you to my Referron network and look forward to staying connected.”

Small personal touches help build stronger relationships.

Step 3: Think About Who You Can Connect Them With

Ask yourself:

“Who in my network could add value to this person?”

Before making introductions:

1. Add the potential referral partner to your Referron Rolodex.
2. Send them your business card.
3. Send them a short welcome message.

Now both people are part of your Referron network and ready to be connected.

Step 4: Make a Warm Introduction

This is where the magic happens.

1. Open the profile of the person you want to help.
2. Press the Refer button (right-hand button).
3. Select Provider.
4. Press Connections.
5. Choose the person you want to introduce them to.
6. Add a note explaining why they should connect.

💡 Tip: Use the voice recorder to quickly record your introduction note.

Press Send.

What Happens Next?

Both parties receive a referral notification via SMS or WhatsApp.

If they download Referron:

✅ They become connected to each other.

✅ The referral is recorded.

✅ The activity is tracked.

✅ The introduction becomes part of your referral history.

The Referron Formula

• Connect

Add people to your Referron Rolodex.

• Refer

Make warm introductions between people you know, like and trust.

• Track

Monitor your referral activity and build stronger relationships over time.

The more people you connect, the more valuable your Referron Rolodex becomes.

Pro Tip: Every time you meet someone, follow the 3-minute rule:

1. Send your business card.
2. Send a welcome message.
3. Introduce them to one person in your network.

Do this consistently and you’ll build an extraordinary network of trusted relationships.