Question:

As a self-employed individual, what is the proper protocol for conducting a reference check?

Answer:

Before reaching out to references, always obtain consent from the person whose references you’ll be checking. This is a standard practice that respects privacy and maintains transparency.

Prepare Your Questions

Draft a list of questions that are relevant to the service you provided. Focus on confirming the details of the work you completed, the quality of your service, and the satisfaction level of the client.

Choose the Right Communication Method

Decide whether to conduct the reference check via email, phone, or video call. Phone or video calls can provide more nuanced insights through verbal cues and immediate interaction.

Be Professional and Courteous

When you contact the reference, introduce yourself and explain why you’re calling. Keep the conversation professional, and thank them for their time and input.

Document the Feedback

Take notes during the conversation, and if possible, ask for permission to record the call for accuracy. This documentation can be valuable for future services and for improving your business practices.

Follow Up

After the reference check, send a thank-you note to the reference for their cooperation. This not only shows professionalism but also helps in maintaining a good network.

Use the Information Constructively

Analyze the feedback you receive to identify areas of strength and opportunities for improvement. Use this information to enhance your services and client interactions.

Remember, reference checks are a two-way street. They not only provide potential clients with assurance about your work but also give you insights into how your services are perceived and what you can do to grow your business.