A standing coffee with six businesses that didn’t compete with him — a banker, an insurance agent, an accountant, a contractor. It worked for years. It also cost him every morning of his life.
We build you that group and run the machinery underneath it. One seat per category, every business chosen by you, forty-five minutes a month.
You keep the referrals. You keep your mornings.
10 minutes · No card · Your number at the end
He was the best we ever had at it, and none of it was written down. Nothing was measured, no one else could copy it, and when he retired it retired with him. That is only half of it. The other half is the referrals your own clients should already be sending you and aren’t. Both fail for the same three structural reasons, and not one of them is about how good your work is.
Someone asks your client "do you know anyone who…" — that window is open for about four seconds. If your client isn't primed and doesn't have something to hand over, the moment closes and never reopens.
Your ad spend is tracked to the cent. Referrals show up as "word of mouth" in a CRM field nobody audits. What doesn't get measured doesn't get a budget, an owner, or a plan.
You spent years building trust with hundreds of people. Ask who is responsible this quarter for turning that trust into introductions. In most businesses, the honest answer is no one.
Move the sliders. This is arithmetic on your own inputs — no industry averages, no borrowed benchmarks.
This is a model, not a forecast. The assessment replaces these sliders with your actual client data and tells you which referral pillar is leaking most.
Four sources of referral revenue, and they are not interchangeable. Three of them you can run yourself. One of them you cannot.
The relationships already producing revenue, now producing introductions too — through recognition, not solicitation. Nobody gets asked for a favor.
People you did excellent work for who simply stopped needing you. They still vouch for you. Reactivated as a standing source of introductions.
Existing clients introduced to your other services — tracked, attributed, and recognized exactly like an external referral, because it's the same motion.
Non-competing businesses selling to the same customer you are, each holding the only seat in their category. The other three are campaigns you run. This one is a position you hold — and it is the only one that is still there in five years whether or not you keep running campaigns.
The Roadmap plans all four. Three of them run entirely on people who already know you — your current clients, your former clients, and the services they haven’t bought yet. Once you have the sequence and the templates, you run those yourself. No consultant, no monthly fee, no dependency on us.
The fourth you cannot do alone. A partner network needs businesses you do not control, a structure they will agree to, and somebody neutral to hold it together when a member stops participating or a member’s competitor asks to join. That one we build for you, and we run the infrastructure underneath it so it keeps running.
You can stop after any step, and plenty of people should. The first costs nothing and tells you whether the rest is worth a conversation.
A Foundation Check plus 30 questions across six referral dimensions. Output is your referral revenue gap in dollars and which pillar to activate first. Free, and you keep it regardless of what you do next.
Your prioritized 90-day plan across all four engines — what to activate first, what gets sent, to whom, and how it is measured. Yours to run, with or without us.
You make the introductions. That part cannot be outsourced, and it is the entire reason it works. Everything around it is handled for you — the categories designed, the page built, the invitation written and waiting to send, each business onboarded once they accept, and the cadence that keeps a network from going quiet. You are the Anchor and you run the room. Shoutback provides the framework, the playbook and the reporting; it runs on Privaire, our own platform, which is where the seats, the categories and every introduction are tracked.
You make the introductions, because a business you vouch for personally arrives warm and nothing we could write would replicate that. Everything else is already built.
Built from your own client base — who serves them before you do, and who serves them after. One seat each. You approve the list.
Written for you, sent from you. Each one carries a private link to a join page built for that business and that seat.
They claim the seat, complete their profile, and can invite their own best clients into their circle behind them. Nothing lands on your desk.
You run one short session to our agenda. Every introduction is logged as it is made, and the seats look after themselves.
Your partners never fill in a form you have to chase, and never send you a check. The seat is yours to give.
They can match your pricing, your service and your marketing. They cannot copy a dozen businesses that trust you enough to send you work. It is private, invitation-only, and organized by category — one wealth manager, one CPA, one attorney, one contractor. There is no cap on how many categories your network holds, only the rule that no two businesses can share one. You decide who is in and who is not, and once a seat is taken it is taken.
Incremental annual revenue from a loyalty and share-of-customer program designed and operated for a major automotive manufacturer.
Publisher clients onboarded in twelve months onto a white-label engagement platform built for national publishing groups.
Building systems that convert existing relationships into measurable new revenue — the same discipline Shoutback applies to referrals.
The assessment isn't a lead magnet with a sales call bolted on. It produces a real output you can act on yourself.
Scored across Relationship Capital, Contact Infrastructure, Referral History, Partner Ecosystem, Internal Cross-Sell, and Culture of Asking.
About ten minutes, on your own, right now. Results generate instantly — you'll have your gap number before you close the tab.
Start the Assessment →Or schedule a 30-minute call if you'd rather talk first.
Current pricing
The Roadmap is $1,950 and plans all four engines, with the campaign templates and sequence to run them yourself. Want it installed rather than handed over? Ask about our Implementation Services. A network is $4,950 a year, with the Roadmap included — we design the categories, build the network, and run the platform underneath it on Privaire. Partners hold their seat by taking part rather than by paying: they attend the monthly session, bring one specific situation, and log what they receive, and the platform tracks it. The network and everyone in it belongs to you, permanently. Both start from your assessment results, which is why the Roadmap is purchased at the end of the assessment rather than here.
A network holds one accountant, one attorney, one contractor — one of everything, and no second of anything. The businesses worth having are already being asked by someone. Ten minutes tells you what not having a network is costing you a year, and then you decide.
Find Your Referral Gap — FreeNo card. No call required. Your results are yours.