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Roadmap to Referrals

Sep 13, 2022

“What do I need to do to take care of my referral sources the right way?”

It’s one of the most asked questions that I don’t answer, and there is a very specific reason why. I teach a number of different strategies that are foundational to the success of your business. I also teach strategies that are situational and next level. These strategies are generally for existing or current referral sources, not potential referral sources.

If I give you a referral plan of touchpoints without knowing anything about your specific business or clients, it will not be customized to your actual referral sources—and, therefore, it will not work. These touchpoints must be based on who your referral sources are. It must be personalized. So, let’s dive into how to make this a more unique experience for each of your referral sources.

Resources and links mentioned in this episode can be found on the show notes page at