Historically, referrals are how companies get new clients.

But it doesn’t happen over night, it takes a plan and some work but when ‘done correctly‘, you can get more referrals than you know what to do with.

Many people in professional service industries are not taught how to attract new clients. While marketing information is readily available online, there is an easier way to build a business and that is through referrals from strategic partners. If you are a lawyer, accountant, or financial professional you will receive significant value from this course. It is also ideal for anyone in sales that is responsible for developing their own leads for new business.

So, what is ‘done correctly‘? In our Next Level Referrals pilot course, you will spend 4 weeks developing your referral marketing plan. It includes identifying, meeting, conversing and following up with strategic partners (aka Centers of Influence / Referral Sources) so you can generate a stream of solid prospects. We show you how to build your plan effectively and implement your plan in a way that is easy and comfortable.

  • You’ll have a clear plan of people to contact, how to contact and what to say when you meet them
  • You’ll have a plan for following up with your strategic partners and a system for adding value to the new business relationship
  • You’ll have an opportunity to grow your business with a minimal financial investment using one of the most effective forms of marketing.


  • The course will be online, once a week for 90 minutes with plenty of time for Q&A and idea sharing.
  • You’ll receive worksheets to guide you through the process.
  • Each session will be recorded.

Join us:

There will be 4 sessions each from 4:00 – 5:30 EST

  • July 25th
  • August 1
  • August 8
  • August 15

Once Registered, you will be sent online information for attending the online class.

Next Level Referrals






We know how valuable this program will be for each attendee but sometimes schedules , vacations, or other obligations keep people from participating.  The next session will be different and the price will definitely go up, but it will be just as valuable.  If you would like information on upcoming programs, register to get more information.