The Referrals Roadmap Workshop
The Business Owner’s Action Plan for Predictable Growth
A hands-on workshop—walk away with your custom referral roadmap.
Live on Zoom: Thursday, April 30, 2026, at 2:00 PM ET.
$149 for 3 seats (includes 3 physical books + 3 unique Zoom links)
Add team members for $49 per person (1 book + 1 Zoom link). Request a custom payment link for additional team seats.
Referrals are the most cost-effective channel you already have.
This 2-hour workshop helps you turn relationships into predictable opportunities—without increasing ad spend.
Most business owners know referrals are the best kind of growth.
But referrals still feel random, inconsistent, and dependent on "getting lucky."
In this workshop, you'll build a simple, repeatable system that helps the right people think of you first, talk about you naturally, and introduce you consistently—without spending more on ads.
Who is this workshop for?
This workshop is built for:
Small business owners who want predictable growth without a bigger marketing budget
Teams who want a cost-effective refferal system that actually gets used
Service-based businesses who rely on trust, relationships, and reputation
If you've ever thought, "We do great work... why aren't more people talking about us?" — you're in the right place.
What You'll Walk Away With
By the end of the two hours, you'll leave with a custom referral roadmap — a clear, practical plan you can implement immediately. You'll learn how to:
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Become easier to refer (so people know exactly when to send you business)
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Identify the right referral partners (instead of trying to get referrals from everyone)
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Stay top of mind without being annoying
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Create "WOW moments" that make people talk
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Turn your best customers into consistent introduction sources
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Connect is all into a referral ecosystem that makes growth predictable
What We'll Cover
Pillar 1: Personal Branding — Become Referable First: Clarify what you do so your network can explain you in one sentence.
Pillar 2: Build Strategic Relationships — Identify Your Top 100: Stop collecting contacts. Start building a referral ecosystem with the right connectors.
Pillar 3: Create Consistency — Stay Top of Mind: Build a simple follow-up rhythm so key relationships don't fade.
Pillar 4: Create WOW Experiences & Capture Hero Moments: Design meaningful moments that earn you the right to ask for introductions.
Pillar 5: VIP Customers & The Introduction System: Focus on your most aligned customers—and make introductions easy and repeatable.
Pillar 6: Build a Referral Ecosystem — Your Infinite Referral Advantage: Tie everything together into a system where referrals stop being random.
The Plan
This is a 2-hour live Zoom workshop with Scott Grates.
1.
6 pillars taught in a fast, practical format.
2.
15 minutes of teaching per pillar
3.
5-minute Q&A after each pillar
4.
Recording included
What's included?
Each purchase includes entry for three individuals from your company. Here's what you'll receive:
2-hour live Zoom workshop with Scott Grates + Q&A + Session Playbook
3 physical copies of Scott's USA Today Bestselling book, Referrals Done Right
Book Club Question Guide
5 Networking Quick Start Guides
Access to the RDR Weekly Newsletter
RDR Podcast info + invite
Access to the Referrals Done Right Facebook Group community
What's the investment?
$149 for 3 seats (includes 3 physical books + 3 unique Zoom links)
Add team members for $49 per person (1 book + 1 unique Zoom link). Request a custom payment link for additional seats.
About Your Host: Scott Grates
Scott Grates is a national best-selling author, podcast host, entrepreneur, TEDx speaker, and sought-after coach for small business owners.
As the leader of multiple thriving businesses that started from zero—and now generate millions of dollars annually—Scott understands what it takes to grow when you’re competing against corporate behemoths.
Scott teaches the Infinite Referral Advantage system in his book, Referrals Done Right, helping entrepreneurs build growth through relationship optimization—across small business owners, community connections, and VIP customers.
Frequently Asked Questions
Is this live or pre-recorded?
Live on Zoom. A recording is included.
Can my team attend?
Yes—registration is built for teams. $149 includes 3 seats. Additional seats are $49 each.
What is the cost if I do not have a team?
The cost remains $149. You may gift the extra seats.
Do I need to be in the insurance industry to attend?
No. The system is designed for small business owners across industries.
How do I get the Zoom link?
You'll receive it in the registration confirmation email.
Ready to build a referral system that doesn't rely on luck?
Register now and walk away with your custom referral roadmap.
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