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Tools, resources & templates designed to make running your online business that bit easier.
You know referrals is something you need to encourage (and it’s probably something you mention casually) but struggle to know exactly what’s needed to create a successful referral process.
This toolkit it designed to not only give you the strategy behind referrals but also the tools, templates and resources to activate your clients and turn them into your biggest marketing asset.
Gone are the days of sacrificing your freedom & sell your soul online, take the path of least resistance and leverage the community of dream clients you already have!
No idea how to get your clients shouting about you from the rooftops? Feel icky when it comes to asking for referrals?
*The first 10 people to purchase will get 25% off the full price with the code: REFERRAL25
"This referral scheme has been a game changer for me, before I had no system, just ask ad hoc in conversation or emails. I always wanted to build it out to a process, but never had the time or knew where to get started as there is so many options.
When I saw Beth release this I knew it would be exactly what I was looking for, a comprehensive process that I could just bake into my workflows, and that's exactly what I got and more!’’
This toolkit is for you if…
➥ You want to get out of the endless selling cycle and work smarter not harder
➥ You’re a service provider working on a project basis wanting to fill up your pipeline 3-6 months in advance
➥ You’re in the season of optimising and streamlining and want better results without sacrificing time and energy
➥ You recognise the untapped potential in your existing client base and know they are the key to future-proofing your business
➥ You know WHY having a referral process is important but need help pulling the pieces together to make it a reality
Imagine having a sales engine running on autopilot that brings in high-quality, fully qualified leads on repeat!
Inside the Toolkit
➥ Referral-Ready Copy
Activate your community by plugging in my crafted email templates. Now more writers block or feeling icky about asking - copy, paste, tweak and watch the referrals roll in!
➥ Template Heaven
I’m not just showing you what to do, I’m providing you with the templates to make getting your referral process up and running in less than a week. Canva template referral guides and a referral tracker in Google Sheets & Airtable.
➥ Tutorial videos
At every stage of the toolkit there is a > 5 minute tutorial walking your through the process, ensuring you know exactly how to take action.
➥ Workflow Maps
There’s also an offboarding workflow map for you to take and run with! Map out your client journey visually and add in the referral process touch points - you can use this map in other areas of your business too!
➥ Masterclass recording
Dive in to the value packed masterclass I delivered live to learn the strategy behind referral programmes - the do’s, the dont’s and best practice!
➥ Terms & Conditions
It’s really important you clearly set out the terms of your referral programme so, I have included the copy (with areas you need to consider) so that you can withhold your boundaries and stick to a set process for delivering on what you’ve promised.
You've worked so hard to build your business and client base…
Now is the time to leverage the work you’ve done and let it pay you back (over and over again). The way to do that? Turn your clients into raving fans that will voluntarily speak, sell and convert for you.
➥ Sarah Wills - Systems Specialist
If you've been wanting to set up a referral process in your business but have found yourself lacking the time or brain power to figure it all out, you need this product!!
Beth has included everything you need to get started, from email templates to a referral guide design template, to workflow suggestions for how best to include your new referral process in your current offboarding system. This product has seriously saved me SO much time and SO much brain power, which is absolutely key for me when investing in anything for my biz.
Having a ready-made strategy and templates for me to implement is the only reason I've been able to squeeze this project into my already busy life, so if you've also been putting off setting up a referral process due to lack of time, get this product! Having previously been getting referrals in my biz without a solid process in place, I'm excited to see where this new *actually really good* process gets me. Thanks Beth!!
Activate Your Referrals: The Toolkit
Everything you need to sell out your offers, sky rocket your revenue & create a referral revolution on your terms!
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