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Friends, referrals & practical help

Ask for useful introductions and feedback, and set clear boundaries when friends help your business.

7 min estimated reading · Allow additional time for practical exercisesJump to worked example

Before you begin

Bring one offer, one task you need help with and your normal price. No earlier business relationship is required.

What this lesson covers

  • Request a specific introduction or feedback task.
  • Document price, scope and responsibilities for work involving friends.
  • Distinguish personal support, endorsement disclosure and paid labor questions.

Recommended preparation

01 / Key concepts

How it works

Friends can introduce a suitable buyer, test your ordering instructions or help photograph finished work. Those are specific contributions. An open-ended request to help with the business can create confusion about money, ownership and responsibility. Decide what help means before accepting it.

Warm introduction
A connection made with the permission of both people, based on a relevant need.
Material connection
A relationship or benefit that could affect how someone evaluates an endorsement.

1. Make the request easy to answer

Try: I am testing a small run of oak desk organizers for local office gifts. If someone you know is already looking, would you ask whether they want an introduction? Share a photo, size, service area and a way to contact you. Let the other person decline. Do not ask friends to hand over contacts who have not agreed to be contacted.

2. Keep the same written scope

For a friend's order, write the normal scope and price first. If you choose a discount, show it as a separate, deliberate amount and confirm that it fits your cost base. State materials, dimensions, revisions, timing and payment just as you would for another customer. A favor does not mean unlimited changes or priority over accepted work.

3. Separate support from reviews

Ask for honest feedback, not a required positive rating. FTC guidance addresses family relationships, gifts and other connections that may need clear disclosure in endorsements. Platforms may prohibit reviews from connected people or prohibit incentives entirely; disclosure does not override those rules. A friend can share an accurate introduction without pretending to be an independent customer.

Source: Federal Trade CommissionFTC’s Endorsement Guides: What People Are Asking

4. Define help and get qualified advice

Write down the task, time, pay or reimbursement, supervision and access to tools or accounts. Do not assume calling someone a volunteer or contractor settles employment obligations. Check the applicable rules before recurring labor arrangements. Use a trained operator for machine work, and ask a SCORE or SBDC counselor for business planning help rather than expecting a friend to provide specialist advice.

Source: U.S. Small Business AdministrationManage your business; U.S. Small Business AdministrationFree small business counseling and local mentoring

Key points
  • Request a specific introduction or feedback task.
  • Document price, scope and responsibilities for work involving friends.
  • Distinguish personal support, endorsement disclosure and paid labor questions.

02 / Worked example

Three useful requests to your support network

Illustrative scenario: a new shop needs a portfolio photo, an introduction and advice about its first month. Each request has a specific finish line.

Example calculations and observations
NeedClear requestBoundary
Product photosOne agreed photo session of a finished pieceAgree permission, credit and any payment
Potential buyerAsk whether they want an introductionDo not share private contact details first
Business reviewBring budget and scope to a counselorUse qualified advice for specialist questions
What the result meansHelp works better when the task, permission and responsibility are explicit. Personal goodwill does not replace job records.

03 / Business exercise

Apply the method

Use your own shop information or the illustrative scenario. Prepare drafts and check assumptions before making purchases, publishing posts or contacting customers.

  1. Write one introduction request with a clear customer fit.
  2. Create a normal-price quote for a fictional friend's order and show any chosen discount separately.
  3. Write a one-task help agreement covering time, expenses and permissions.
  4. Choose one unresolved question to bring to a suitable business counselor.

Common mistakes

  • Promising permanent friends-and-family pricing.
  • Requesting five-star reviews from people who have not bought the work.
  • Giving account passwords or unfamiliar machine access to a helper.

Take it further

Build a small support map: an experienced woodworker, a business counselor and appropriate accounting or legal support, with a specific question for each.

Business action checklist

Record your evidence and next decision as you work through each action.

  • Write one introduction request with a clear customer fit.
  • Create a normal-price quote for a fictional friend's order and show any chosen discount separately.
  • Write a one-task help agreement covering time, expenses and permissions.
  • Choose one unresolved question to bring to a suitable business counselor.

04 / Review questions

Review the key decisions

Consider each question, then compare your answer with the explanation. Return to the worked example whenever you need it.

1. Can a friend describe a gifted piece as an ordinary purchase?

View hint

Would the relationship affect a reader's interpretation?

View explanation

They should describe the experience truthfully and clearly disclose a relevant connection when required. Check the platform's rules too; some reviews are prohibited regardless of disclosure.

2. Does an unpaid label make recurring production help uncomplicated?

View hint

Labels do not decide legal duties.

View explanation

No. Check employment, insurance and safety requirements for the actual arrangement before it starts.

05 / Project notes

Notes for your next project

Check off the topics you have reviewed and record the evidence, assumptions and next actions for your business. This is your personal learning record.

Record: Requested help, permissions, task boundaries, agreed expenses, normal price, chosen discount and follow-up date.

Project notes and next steps

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Put the lesson to work

Use the relevant tools below with your own figures. Dashboard destinations require sign-in and may depend on your plan. External social accounts and publishing are managed in their own platforms.

Sources & further study

WoodWorkCalc writes the exercises and illustrative examples. Named historical cases are attributed separately. These sources support the principles identified in the lesson; their publishers do not endorse WoodWorkCalc. Guidance and platform features can change. Sources retain their own copyright and licensing terms.