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BUILDING A REFERRAL STRATEGY

Turning Relationships Into Revenue


A great course for agency principals, account service personnel and new business people.


 

Dates & Details

October 7, 2025
1:00 - 3:00 p.m. ET

Virtual Training: Includes live presentation, discussion, and Q&A 

Pricing

Members: $240 per person
Non-Members: $340 per person

WHAT YOU WILL LEARN

Referrals don’t just happen, they’re built. For small agencies, referrals can be one of the most powerful sources of new business, but most agencies treat them as lucky breaks, not a strategy. This seminar is about changing that. We’ll explore how to turn your existing relationships, like clients, vendors, freelancers, friends of the agency, into a reliable, repeatable source of leads. No gimmicks, no pressure, just smart ways to stay top of mind, make it easy for people to refer your agency. If you’re ready to grow through relationships you already have, this session will show you how to do it with intention and confidence.

KEY TAKEAWAYS

  • Why referrals work and why they stall out when not nurtured.
  • What makes someone refer you?
  • Identifying your agency’s best referral sources.
  • How to build a simple system to stay connected and visible.
  • The art of the ask: how to request referrals without sounding desperate.
  • Creating referral-worthy moments in your client experience.
  • Tools to track, thank, and reward your referral network.
  • How to create “referrable language” others can actually use to talk about you.
  • Turning partners like freelancers and vendors, into lead-generators.
  • Making referrals part of your agency’s culture and not just a side hustle.