The Referral Playbook

A No-Nonsense Guide to Attracting Better Clients Through Strategic Referrals

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Build a referral engine that delivers consistently.

Target with an arrow symbolizing goal achievement and strategic focus.

Position yourself as a top-of-mind professional.

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Create partnerships that actually bring in business.

Start Generating Referrals That Convert

Top sales professionals don’t wait for leads—they create them through meaningful relationships and smart strategy.

What you’ll learn

Ways to identify and nurture your best referral sources

How to define and attract your ideal referral clients

Transform clients into brand ambassadors

4-step worksheet to hit your income and referral goals

Perfect for

  • Fractional Executive
  • Attorney
  • Accountant
  • Consultant
  • Insurance Professional
  • Banker or Wealth Advisor

What others are saying

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Structured guidance helped me land new clients fast. A must for consultants!
Professional headshot of a satisfied customer providing a testimonial.
Tom WittyStrategy Execution Advisors LLC
Gained a proven process to attract ideal clients. Now I choose them!
Mike DeMaio
Mike DeMaioCrown CFO, LLC
Productive Prospecting helped me find more clients than ever!
Mike Bascom
Mike BascomCarbon Isle
PP gave me the tools to confidently showcase my value.
Jim Price
Jim PriceSpencer Fane LLP
Breandan transforms sales into a, successful and even enjoyable process.
Katie Barnard
Katie BarnardFiresign

Ready to build a referral machine?

Grab your free copy of The Referral Playbook and start generating leads that actually close.