Knowledge is useless unless it’s turned into action. The Referral Champions™ Coaching Program will help you focus on the actions that produce results. You’ll learn a proven, systematic approach to referrals and gain the confidence to use it!
The key word is leverage. It’s time to leverage all your hard work and great relationships into introductions to more high-level clients.
Use our amazingly simple Authentic Value Proposition Formula™ to discover and communicate your unique value.
Become super referable quickly and over time by using our Client Engagement Process. You’ll get better referrals and introductions without even asking.
Get comfortable and consistent promoting referrals and introductions with engaged clients. Get confident asking for introductions without pushing or begging.
Become crystal clear how on to attract the right clients for your business model. Are you tired of getting “referred down?” Want to get “referred up?”
The referral is not the end game – it’s a means to an end. The goal is a new, high-level client. It’s about creating measurable results.
Learn the power of focusing on one or more target markets and maximize your results through Reputation Marketing Methods™.
Referrals aren’t enough anymore. Create engaged introductions so that prospects are truly interested in hearing from you.
Set appointments with high-level prospects that stick and then convert prospects who fit your profile into new clients.
Referrals from CPAs, Attorneys, and other Centers of Influence can be a significant source of clients. How are you doing with this strategy?
Client appreciation events and bring-a-guest events can be a great source of high-level clients. Are you maximizing your event marketing?
Do you have staff? Are they making a contribution to your referral culture? Helping you create client engagement? Being proactive in a meaningful way?
May Include One Partner or Staff Member
Payment is made in full at the start of the consulting relationship, but may be divided into two equal payments over two months if preferred.
Get Everyone Working Together to Create Your Thriving Referral Culture
*Plus travel expenses for the onsite Implementation Session.
Payment is made in full at start of the consulting relationship. Travel expenses are billed after the Implementation Session.
In addition to the structured program – tailored to your practice and your goals – Bill Cates is available to you as needed, e.g., preparing to meet with a client, debriefing after a client meeting, brainstorming situations; whatever it takes to help you become even more successful with personal introductions. It’s like walking the golf course with your pro next to you every step along the way.
This isn’t about Bill Cates hounding you for an hour about what you didn’t do. It’s also not a lecture. It’s a dynamic discussion – a give and take exchange of ideas. Bill is there to help you succeed, not make you feel like you’ve failed.