Said It Here

How to decline a bad referral from a good client

Accepting a terrible referral out of fear of seeming ungrateful forces you to choose between miserable work or risking your best client relationship. The core difficulty is politely turning down these introductions without damaging the trust and goodwill you have built with your anchor clients.

What people tried

Every workaround mentioned in the threads below. We haven’t tested any of them — and nobody here is claiming they worked.

  1. 1
    Bending over backwards to make it work with extra unpaid revisions and documentation
  2. 2
    Firing the bad client and offering a partial refund and transition to another developer
  3. 3
    Having a frank conversation upfront with the original client about the risks of taking on their referral
  4. 4
    Ignoring gut feelings and hoping the project improves over time
  5. 5
    Taking accountants out for lunch
  6. 6
    Cold emailing accountants
  7. 7
    Referring clients back to accountants when they need audit services

In their words

Unedited, most upvoted first, each linked to the thread it came from.

How do you handle nightmare referrals from good clients without torching the relationship? Or do you just never take referrals?source ↗

The thing that kills me is I don't even know what I was supposed to do differently. Keep working with someone who made every day miserable? Or stand my ground and lose my best client anyway?source ↗

I took the referral because of course I do. Good client vouching for someone, easy decision.source ↗

Cheap-Front-7722 · r/smallbusiness · 831 upvotes

I was so worried about seeming ungrateful or difficult that I just said yes and hoped for the best. Big mistake.source ↗

Cheap-Front-7722 · r/smallbusiness · 27 upvotes

What is the best way to get referrals from accountants? I have a close relationship with a few accountants that I take for lunch and ask for introductions from every now and then, but it doesn’t result in much.source ↗

fredfred123456780 · r/Accounting · 1 upvotes

I'm not sticking my neck out to recommend lenders to people. That opens me up to (potentially frivolous, imagined) liability. I'll just say hey client, you should shop around.source ↗

Intrepid-Product-367 · r/Accounting · 1 upvotes

Where this came up

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