When my first business failed I set out to never let that happen again – financially, emotionally and mentally – it just wasn’t an option. (Nor could my ego take another hit like that again).
So when I started my next business I had to create a way to generate new clients – in a way that worked for me – and that “way” was going to be what made or broke business #2.
I figured out that generating new clients through referrals was going to work best for me…but all the information from the “experts” on generating referrals was to ask for them. It just didn’t fit who I am.
But I had a hunch I could prove the “experts” wrong. I knew – just knew – that you should be able to generate referrals without asking or using manipulation tactics.
I knew that my idea of generating referrals without asking was going against the grain, but no matter how much I believed it, it didn’t matter at all if I couldn’t prove it. So, I set out to prove it.
And prove it I did.
I cracked the code on generating referrals without asking, without manipulation and in an authentic way.
In my first year I received 112 referrals and I receive triple digit referrals consistently year over year.
But my clients’ success is most exciting. Success like:
The Growth By Referrals online program provides the plan, the roadmap to follow and will guide you through building a referral generating plan in your business NOW.
In this 6 step program you will create, execute and automate your referral plan and you will know what to do, who to do it for and what to say through the entire process.
This program includes 6 modules and each module provides you with:
A referral plan doesn’t have to be complicated, complex or expensive.
But you do have to have a plan in place for your referrals to grow.
“Following Stacey’s program we segmented our referral sources and then provided a group of referral sources a special touch point. In just the three weeks since the touch point, we’ve seen three huge orders from one customer, two from another, and three referrals from a third. We’ve got a whole calendar of ideas we’re going to do this year. Nice work on the program Stacey! It works!”
– Dan Haggerty, Owner, International Minute Press
“When I started on the program in late 2014, I did not have very many referral sources. I had one internal partner who sent me maybe 6 or 7 referrals in a year. But after starting the program and working to increase my referral sources – by the end of 2015 – I had 27 referrals come in that year. In 2016, it was up to 30. It’s something that definitely grows like a building block that grows every year.”
– Amanda Mingo, Partner, Rawls, Scheer, Clary & Mingo Law Firm
In this module we cover the referral mindset, the golden rules of referrals and referral foundational truth.
We provide an understanding of the difference between client experience and referral experience and dive into the two types of referral experiences you can create.
We wrap up module #1 with a SUPER important activity which provides you with the WHO to focus on and to build your referral experience for.
This module tackles the quality vs. quantity debate (it is not what you think) and we start building the first part of your referral experience.
We look at what you are currently doing (or not doing) to cultivate referrals in your business and use the WHO activity from module one to start categorizing our referral partners.
We dive in deep to the 3 platinum principles of referral growth and using those 3 principles we design your referral experience. This section shows you how to highlight what is unique about you and we focus on how NOT to over-complicate your experience. I provide ideas I have used as well as my clients in designing their experiences.
Then we use our schedule template to view the big picture to further hone and simplify the strategy.
And we talk budget! Shoestring budgets are preferred.
Every referral plan needs to have a few key touch points (what I call experiences). This is the foundation from which all successful referral plans are built.
In this module I lay out the four “must have” touch points and explain how to execute on them in great detail. I also include the “nice to haves” touch points because you may want to go above and beyond the “must haves.” From free ideas to ideas that have a cost involved, the breadth and depth of the touch points are incredible.
This module includes holiday, seasonal and national days ideas along with wacky and off the wall ideas. I provide examples straight from clients who have tested them and include some of my most recommended ideas – but think shoestring budget – and the ones my clients love the best!
In the module you will also see examples – full referral plans – of what other students have done.
Starting with this module the heavy lifting is over. In module 4 we focus on the simple steps to automate the parts of your experience.
I walk you through a few tools but focus on one business tool you already have to automate your referral strategy. Which means…you automate for FREE! No fancy or expensive CRM needed!
I provide you with screen shots and how to’s so you can easily and immediately automate what you built…meaning no delay in starting to cultivate referrals.
In our final module I walk you through how to track your referrals and why tracking is so very important. I recommend two tracking tools – one is less than $12 a month and one you have on your computer now – in your Microsoft suite (or the Apple equivalent) which makes it FREE (again, I love free options).
We wrap up with setting expectations and discuss the 3 ways to continually nurture referral sources. Because there will be times when you have to ask for referrals (or remind sources of how much you love referrals) that I address how to ask for referrals and how to thank referral sources.
When you ask for referrals you make receiving referrals about you and you are NOT the hero of the referral, so you can’t make it about you. The referral source – the person referring new clients to you – is the hero. So if you can’t ask, what do you do?
In this module I show you how to master the non-ask, ask. I tell you what to say and when to say it so you aren’t left figuring out your message.
I will provide you with 11 different “scripts” (what to say) that I have used and provide to my clients to use. The best news…I am always adding scripts that students ask for.
"Thank you so much for your guidance in helping me convert my referral growth system from hap-hazard to a well-thought out, focused one. I have told many of the entrepreneurial business owners I work with about your skills and the bullet target approach you utilize. I AM EXPERIENCING REFERRALS LIKE NEVER BEFORE!
I am stunned at the results that I am receiving from the outreach to my referral partners. I have received 57% of new clients generated by referrals in RECORD TIME!"-Gray Langley, Managing Partner, Farris Cooke & Associates
There is nothing worse than purchasing an online program and feeling alone as you go through it.
What happens if you have a question or something new you are learning confuses you?
When you buy this program, I come along side of you and walk you through completing the program for FIVE weeks. Why five weeks? Five weeks is all we need to complete the entire program and have your referral generating plan built and ready to execute on. For each of those five weeks, I send you a weekly email with the module(s) to focus on and then we come together for a LIVE one hour group coaching session each week breaking down the module, the homework and answering any questions you have. While you might be buying an online course, there is a live person – ME – helping you every step of the way.
Every month I will be available in a private, paid-students only Facebook group to answer your questions, provide encouragement and give timely touch point ideas you can add to your referral generating plan. I will hold regular office hours so you will always know when I will be available but I will also pop in weekly to answer questions that come up.
At the end of each month, we have a “round up review” to see how you are progressing, measure your results, and tweak anything that is not working.
If you feel like you need more referral sources to be successful…I hear you. Most people find themselves in this place. But don’t worry – I have you covered.
I will teach you in a 2-hour recorded masterclass my system to increase your referral sources. We will identify your ideal referrals sources (clients and/or COIs), grow your referral sources following the “Running 5 and Keeping Warm” process and I will provide the language to use for clients and COIs who haven’t referred you yet.
Shhh! It is a surprise. There is one tool you need to have a successful referral generating plan.
To get you started, I will mail (as in your real mailbox, not inbox) you this tool so you can leverage my resources to help you!
You do good work...no one refers people who's work or service is crap, makes excuses and doesn't take good care of people.
You are a high touch business...meaning you have to cultivate relationships to sell your services and grow your business. This program works for B2B and B2C professionals.
If you had your way you would never cold call...but you recognize incessant networking doesn't work either so you need a client cultivation system.
If you like asking for referrals and don’t want to stop. That mentality contradicts what this program teaches.
If you like cold calling, incessant networking and stalking people on social media (and other traditional business development strategies), this program won’t be a good fit for you.
If you know you can't commit to doing a little bit of work to reap a huge reward.
As soon as you purchase the program you set up a unique username and password and you can access the entire course immediately. All modules are digital and the templates, workbooks and other resources are downloadable.
Some bonuses will be available right away and others are released on a schedule.
We offer a 30-Day Money Back Guarantee! If you feel this course is not right for you within the first month we will refund your money, no questions-asked, no fuss with a smile included!
"I had to share the positive impact on our strategic referral plan thanks to you! The results speak for themselves. I am ecstatic and very motivated to continue on this path. Here are the results comparing first quarter of 2016 to first quarter of this year. In 2016, 47 accounts were referred to us resulting in 20 new clients. BUT in 2017 - after implementing just a few touch points...83 accounts were referred to us resulting in 43 new clients. That means we were referred 77% more accounts resulting in 115% increase in new clients from JUST referrals!!!"-Michelle O’Connor, Owner, O’Connor Insurance Associates
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VIP Referral Building Session Client"I found great value is Stacey’s VIP Referral Building session. Her style is engaging and relatable. It is clear that what Stacey has developed comes from real-world experience and her credibility comes from the fact that she “practices what she preaches” every day. Stacey’s approach to referral development was a great match for our overall business development philosophy, and how we always want to treat people. Stacey’s honesty is refreshing and it is empowering to hear say what we all know – no one enjoys asking for referrals. Additionally, there are two major things that make Stacey’s VIP Referral session so powerful:
- Steve Stewart, Financial Planner, Carroll Financial
- She builds everything around using your individual authenticity. There is no manipulating or “faking” anything.
- She gives you a real step by step plan (with all the tools) that you can immediately put into action – it is not just theory."
“Stacey provides great suggestions to implement and build a sustainable client referral relationship. I found her process to be doable and presented in a way that provides a path to action.”
“Stacey is a rock star! Stacey has provided me with powerful tools and a simple referral system. She is able to understand my world in financial services as well the challenges of being a business owner.”
“What great information on referrals. Never thought about it as a complete experience. It certainly helped me focus on the areas that we all think about intuitively but never reduce to writing.”