The ‘Isolate Bases’ Referral Ask: How to Get Names at Enrollment
Updated
Most referral requests fail at the question itself.
A new family has just enrolled. Everybody’s happy. And somebody at the front desk says, “So, who do you know who’d like karate?”
The parent smiles, thinks for a second, and draws a complete blank. Not because they don’t know anybody. They know hundreds of people. It’s because “who do you know” is too big a question. The brain can’t search the whole list at once, so it returns nothing.
There’s a better way to ask, and it costs you nothing but a couple of minutes in a conversation you’re already having.
What is the “isolate bases” referral technique?
It’s a technique I picked up years ago, I believe from Tom Hopkins, the sales trainer. He called it isolating bases. Instead of asking about everyone a person knows, you take one distinct circle where they’re active and know people, and you help them think inside just that circle.
“Who do you know?” gets a blank. “Who in Billy’s third-grade class at Leawood Elementary would he really click with?” gets names, because now the parent is picturing a specific room full of specific kids.
Then you move to the next circle, and the next.
Which circles should you isolate?
Your enrollment paperwork already tells you most of them: school, grade, neighborhood, activities, employer. Use it.
| Circle | The isolating question | Why it works |
|---|---|---|
| The child’s class at school | “Who in his third-grade class at Leawood Elementary would he really click with?” | Parents know their child’s classmates and often their parents. |
| The neighborhood | “Who does he ride bikes or skateboard with in the neighborhood?” | Same streets, easy carpools. |
| Scouts | “I noticed he’s in Scouts. Who in his troop might be a really good fit?” | Kids who already like structure, ranks and badges. |
| Church or Bible camp | “Who at his Bible study camp would enjoy this with him?” | Close-knit families who talk to each other. |
| Sports teams and clubs | “Who on his soccer team would benefit from this?” | Active kids, active parents. |
| The adult’s workplace | “I see you’re in management at the brewery. Who on your management team might enjoy bringing their family down, or training with you?” | Adults train better with a colleague, and colleagues talk. |
When do you make the ask?
At the enrollment, the day after the enrollment, and during the introductory process. That’s the window when the family is most excited, and when you’re already talking to them in detail about how their child is going to settle in.
Notice how I frame it. It isn’t “help us grow our business.” It’s about making sure the new student has a great experience:
“Mrs. Jones, one of the best ways to make sure Billy has a great time in class is to make sure he gets to know everybody. We’ll take care of that here. But we also suggest you think about who he’d really enjoy having alongside him.”
In my experience that’s true, too. A child who knows somebody in class settles in faster.
What do you actually say? Sample scripts
At enrollment, for a child
“Billy’s going to love it here. One thing that really helps kids settle in is having a buddy in class. He’s in third grade at Leawood Elementary, right? Who in his class does he really click with, somebody you think would benefit from this too?”
(Pause. Write down the names.)
“Great. And in the neighborhood, who does he ride bikes with?”
“I see here he’s in Scouts. Anybody in his troop?”
“Would you be comfortable mentioning it to their moms, or would you rather I reach out? Either way, we’ll have Billy invite them in to take a class with him as his guest.”
At enrollment, for an adult
“You mentioned you work at the brewery in management. People tend to stick with training when they’ve got a partner. Who on your management team would enjoy coming down, either to train with you or bring their own family in?”
The day-after call
“Hi, Mrs. Jones, it’s [your name] from the school. I just wanted to check in on how Billy felt after his first class. (Listen.) That’s great. Yesterday you mentioned Jake from his class and the Martinez boys down the street. Have you had a chance to mention it to their parents? We’d love to have them come in with Billy on Thursday as his guests.”
During the introductory lessons
“Now that he’s had a couple of classes, is there anyone at his Bible camp who you think would enjoy this as much as he does?”
The rule with all of them: one circle at a time, write the names down, and agree what happens next, whether the parent passes on the invitation or gives you permission to reach out. Always respect that choice. Some parents will want to make the introduction themselves.
Why don’t the usual referral tactics feed the school?
Here’s what doesn’t work as a consistent feeder, even though almost everybody does it:
- Teaching great classes and hoping. You should teach great classes. But hoping students go tell all their friends isn’t a system.
- Handing a new student 20 guest passes. “Here, go give these to your friends.” They end up in the car door.
- Karate bucks. “You get $100 in pro shop credit if you bring somebody.” It sounds motivating. It rarely is.
That’s not to say you shouldn’t do them. But if you think they’re going to be a consistent feeder for your school, they won’t be.
What does work for referrals?
An occasion. There are two kinds of event that work really well.
- One student brings 20 or 30 friends. A birthday party. A pizza party to celebrate a belt graduation. The student has a reason to invite everyone they know. This works really well with kids. It doesn’t typically work as well with adults, although celebration-type events do work with adults.
- A third of your students bring one friend each. A buddy day, a board-breaking day, a glow day, a lightsaber day. Some kind of special buddy event, promoted properly, where a big slice of the student body each brings one or two friends.
One warning on birthday parties. The mistake almost everybody makes is running a great party and then pitching the group at the end. Get the invite list and book each guest’s follow-up class before the party, or at worst on the way in the door. Done that way, I end up with 75 or 80% of the guests scheduled for a follow-up appointment.
How big does your school need to be for referral campaigns?
This is the caveat most referral advice leaves out.
If you’re under 100 active students, you don’t have enough critical mass to generate much traffic from referrals. The last thing you want to do is spend time and effort on referral campaigns right now. Go do live events and get into your local elementary schools. That’s where a small school gets its jump start. See live event marketing for martial arts schools.
Over 100, and certainly at 300 or 400 students, it flips. If you’re at 400 students and losing 2% a month, you need 8 new people a month just to stay even, and you should be able to get that every month from referrals alone. If you can’t, you’re really not doing a good job on internal marketing.
| Active students | Referral campaigns (buddy days, parties) | Isolate-bases ask at enrollment |
|---|---|---|
| Under 100 | Don’t spend time on them yet | Yes, every enrollment |
| 100 to 300 | Start building them in | Yes, every enrollment |
| 300+ | Should replace your monthly losses on their own | Yes, every enrollment |
So why is isolating bases on every row? Because it isn’t a campaign. It doesn’t need critical mass, a budget or an event. It’s a few minutes in a conversation you’re already having with a family that just said yes. That makes it the exception to my “small schools, ignore referrals” rule. A small school can also start scheduling every new child’s birthday party at enrollment, which sets up the first kind of occasion before you need it.
For where referrals fit alongside your other lead sources, read online, internal and external marketing. If you want a neutral industry view of the same idea, Martial Arts Professional has a good piece on the internal opportunities in your student body.
Quick Answers
What does “isolate bases” mean in referral selling?
Instead of asking “who do you know?”, you ask about one specific circle at a time, such as the child’s class, the neighborhood, the scout troop or the parent’s team at work, so the person can actually picture names.
When should I ask for referrals?
During the enrollment, the day after, and through the introductory lessons, while the family is most excited and you’re already talking to them.
Do guest passes and “karate bucks” work?
Not as a consistent feeder. Occasions work: parties where one student brings 20 friends, and buddy days where a third of your students bring one friend each.
Should a school under 100 students run referral campaigns?
No. Put that effort into live events and elementary schools. The one exception is the isolate-bases ask at enrollment, because it costs nothing.
If you want the whole system rather than one fix at a time, grab the free book at FillYourSchool.com, or call or text 1-720-256-0208 and ask Bob Dunne about a free evaluation of your school.

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