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Foundations of a Referral-Based Business
Module 1: Your Sphere of Influence — The Goldmine You Already Have
What is a sphere of influence (SOI)? (1:44)
Mapping your SOI (3:32)
Tools for organizing your SOI (1:43)
Action Item: Build your initial SOI list
Module 2: How Referrals Actually Work
The psychology of referrals: trust + timing (3:02)
Why people refer (and why they don’t) (1:48)
The difference between being memorable vs. being top of mind (1:29)
Action step: Identify your referral "advocates"
Module 3: Your Referral Action Plan
The three types of outreach (personal touch, marketing touch, event touch)
Building a monthly/quarterly SOI contact calendar (1:57)
Sample touchpoint plan (calls, notes, gifts, check-ins)
Action step: Draft your first 30-day referral plan
Module 4: Authentic Communication That Builds Loyalty
What to say when staying in touch (without feeling awkward or salesy) (1:21)
Scripts for check-in calls, thank-you notes, and asking for referrals
How to provide value in every interaction (2:15)
Action step: Send 5 personalized messages this week
Module 5: Tracking and Measuring Your Referral Success
Simple ways to track contacts, conversations, and results (1:23)
How to spot referral opportunities (1:55)
Action step: Set up a simple tracking tool (spreadsheet or CRM)
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What is a sphere of influence (SOI)?
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