A LIVE 90-MINUTE WORKSHOP WITH SCOTT GRATES • THURSDAY, AUGUST 6

Stop Chasing Customers. The 3-Pillar System That Brings Them to You

A simple referral roadmap you can put to work the same day — no ad budget, no cold calls, no “networking events.”


83% of your customers say they’d refer you. Only 11% actually do. In 90 minutes, Scott Grates — USA Today bestselling author of Referrals Done Right — will show you exactly why that gap exists in your business, and walk you through the three pillars that close it.

Thursday, August 6 • 2 p.m. ET • Live on Zoom • Can’t make it live? Every seat includes the full recording.

You’re not bad at referrals. You’re just invisible at the moment it matters.

Here’s the hard truth about that 72% who would refer you but don’t: they didn’t disappear. They just didn’t think of you. Or worse — they couldn’t explain what you actually do. 

 

If this sounds like you, you’re in the right place:


  • You do great work, your customers are happy… and the referrals still trickle in randomly, if at all.
  • You meet someone promising, have a great conversation — and never talk to them again.
  • You’re spending real money on marketing that chases people who don’t pick up.
  • When someone finally asks your customer “who do you use?”… your name doesn’t come up, because being known is not the same as being remembered.

Confused people don’t refer. And forgotten people don’t get referred. This workshop fixes both.

One roadmap. Three pillars. Ninety minutes.


Pillar 1 — Build You: Become Referable First. Marketing chases; branding attracts. You’ll nail the one-word problem you solve, define the one customer you actually want more of, and leave with a tagline so clear that other people can repeat it for you — because a referral is literally someone else explaining what you do.

Pillar 2 — Build Your Business: The Right People, On a Rhythm. Stop chasing the golden eggs everyone else is chasing — and start building trust with the geese. You’ll identify the people who already serve your ideal customers, and get the simple 4-week rhythm (about 15 minutes a day) that keeps you top of mind without becoming a pest.

Pillar 3 — Connect Them: Turn Relationships Into Referrals. Nobody refers average. You’ll learn how to create moments people actually talk about, recognize the exact window when asking feels natural instead of needy, and treat your best customers like the sales team they’re quietly willing to be.

What You’ll Walk Away With


  • Your one-page Referral Roadmap — filled in live during the workshop, not “someday.”

  • A draft tagline your customers could repeat at a backyard barbecue.

  • Your first five referral relationships — named, on paper, with your first touch planned.

  • Three self-scores that show you exactly which pillar is costing you referrals right now.

  • The full recording + workshop playbook, yours to keep.

Who This is For


Business owners, agents, sales professionals, and advisors who’d rather have the phone ring in than spend their life making it ring out. 

 

Scott built his agency on referrals — over 1,000 new referrals a year, ten years running, without direct mail, purchased internet leads, or cold calls. The examples lean insurance (that’s home base), but the roadmap works for any business that grows on trust: real estate, lending, financial services, trades, local retail, professional services.

 

This is not for you if you’re looking for a growth hack, a script to spam your contact list, or a way to squeeze referrals out of people you haven’t earned them from. That’s not how this works — and honestly, that’s why it works.

Who the RDR Workshop is for

About Scott


Scott Grates, founder of RDR

Scott Grates is the USA Today bestselling author of Referrals Done Right, an insurance agency owner of 17 years, a speaker, and the host of the Referrals Done Right podcast. He built his business in a town with more cows than cars and three traffic lights — proof that you don’t need a big market, just the right relationships. He’ll be teaching live, taking your questions after every pillar.

CHECKOUT


Stop Chasing Customers – The 3-Pillar System That Brings Them to You

Thursday, August 6 • 2PM ET • Live on Zoom

  • 90 minutes of live teaching with Scott + Q&A after every pillar

  • The one-page Referral Roadmap playbook (yours before we start)

  • Full recording included — attend live or watch on your schedule

To ensure you receive our emails, please check out using a personal email address. Many companies, such as State Farm, block outside business emails from hitting your inbox.

Frequently Asked Questions

What if I can’t attend live?

I’m not in insurance. Will this still apply?

Is this just a pitch for something bigger?

How interactive is it?

How do I get the Zoom link?

© 2026 All Rights Reserved | Referrals Done Right — An Agency Optimization LLC Product

Privacy Policy | Terms & Conditions