Train Virtual Assistants to Get More Referrals Powered by AI + the Circle Method.

Our proprietary GPT is pre-trained with 900+ high-performing tasks from the Circle Method™—built specifically to grow referrals in the mortgage and real estate industries. No guesswork. No cold calls.

  • ​Built for Mortgage & Real Estate Pros
  • ​900+ Tasks Preloaded and More added Daily
  • ​Used By over 500 Mortgage and Real Estate companies.  

Discover how replacing an expensive CRM with a simple Google Sheet helped me triple my productivity, streamline client follow-ups, and close more deals. Learn how to set it up and why it works.

Learn why 90% of mortgage leads come without a realtor — and how to use short video ads and simple funnels to build trust, attract clients, and create referral partners without chasing leads.

Discover how to create your own AI system using simple Markdown files instead of expensive software. Learn how to teach any AI—ChatGPT, Claude, or Gemini—your tone, frameworks, and processes in minutes.

Discover how a single Zoom call led to a partnership between Referral Boss and @ThatMortgageGuy—combining viral attention with proven mortgage systems. (This version clearly communicates story + value, includes both brand names, and uses “partnership” and “mortgage systems” as SEO anchors.)

Keith Goeringer

Watching Million Dollar Listing in Gatlinburg turned into a wake-up call — success comes from planning with purpose. Learn Ryan Serhant’s 4 W’s and 5 pillars to build a powerful 2026 business plan.

Keith Goeringer

Tired of paying thousands for bookkeeping and still doing the work yourself? Discover how AI bookkeeping saves agents time, money, and tax-season stress.

Keith Goeringer

Discover a science-backed prompt designed to uncover bottlenecks, reset your focus, and spark real habit change in just a few minutes a day.

Keith Goeringer

Most agents think calling leads is a chore—but the ones who actually do it are winning big. After personally calling 130+ past clients, I discovered that people want to talk. They crave real conversations about their life plans, their homes, and their future. For Realtors in Middle Tennessee, this is a massive opportunity. The top agents stand out by doing three things: responding to leads fast (within 60 seconds), personalizing every call with local insights, and staying consistent with follow-ups until they connect. Do these three things, and you’ll convert more leads and close more deals while everyone else complains about “bad leads.”

Keith Goeringer

For months, buyers have been waiting for the “right time” to enter the market. Now that rates are coming down, real estate pros need the right words to move hesitant buyers from indecision to action. Using Phil M. Jones’ OFQ Framework (Opener → Fact → Question), this blog shows you exactly how to start the conversation, build trust, and guide clients forward—without pressure.

Keith Goeringer

Stop treating your website like a business card. Learn how Nashville Realtors can turn one market update into 15+ blogs, videos, social posts, and lead magnets that drive clients back to your site.

Keith Goeringer

Most business owners and real estate professionals are sitting on untapped opportunities without even realizing it. This post reveals a simple one-line question you can send to past clients, leads, and partners that uncovers hidden needs, sparks conversations, and turns old contacts into fresh deals. Learn exactly who to ask, how to reach out, and the step-by-step playbook to unlock more sales and referrals from the database you already have.

Keith Goeringer

Stop wasting money on dead websites and bad leads. Build a system that pulls in clients in days, not months.

Keith Goeringer

Most chatbots are basic. Here’s how to turn AI into a system that actually saves time and closes more deals.

Keith Goeringer

Stop losing referral partners. Learn to create a journey map that guides them from stranger to loyal advocate—step-by-step.

Keith Goeringer

Ditch the outdated guides. These 7 modern lead magnets pull 15–40% opt-ins — even in cold markets.

Keith Goeringer

I was stuck. Then I built for one person, and everything shifted. Here’s why serving one unlocks scalable, powerful marketing.

The Referral System That Works—Even If You Hate Cold Calling

C

Connect

through social media and engage with the right referral partners.

I

Invite

them into conversations, workshops or events.

R

Relationship 

building through trust and remove sales resistance on your discovery calls.

C

Collaborate

together in events and projects to create referrals naturally.

L

Lead 

them into new opportunities they would not have had before.

E

Evolve

repeat, and automate follow-ups to keep the process running.

CUSTOM JAVASCRIPT / HTML

Business Owners Who Have Used The Circle Method

How AI Helps You Build Referral Relationships 

  

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Automates follow-ups to stay top of mind.

  

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Personalizes outreach so messages sound human.

  

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Identifies top-performing partners so you focus on high-value connections.

HOW TO GET REFERRALS
WITHOUT COLD CALLING

Connect

Connect is a 30 day step by step program that helps you grow your CRM and Social Media Connections.​

Invite

Invite is a Done-For-You service where our team invites your connections to valuable experiences—like workshops, challenges, lead magnets, and discovery calls.

Circle

Circle is a full-service Done-For-You solution designed to scale your business to multiple 6 or 7 figures with a fractional CMO & Team.   

The TikTok Fast Track Complete Guide

TikTok is Blowing Up! Ready to find out what all the fuss is about?!

Social Media Manager Income Study

Are You Ready To Find Out How Much Social Media Managers Can Really Make?

MAJOR Growth - Client Success Story

Want to see the power of my social media strategies for 7-9 figure companies?

Business Owners and Salespeople

Unlock Continuous Referrals with Our Proven Done-for-You Process

Every week, you'll receive proven strategies and insights from my 8-year experiment.  I’ve Invested $250,000 in Mastering Referral Partner Automation—So You Don’t Have To

“I love this Weekly Morning Newsletter! I’ve saved hours each week by applying simple, actionable strategies that build referral relationships effortlessly"

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Grab IT: ULTIMATE PRICING GUIDE FOR SOCIAL MEDIA MANAGERS

Grab IT: ULTIMATE PRICING GUIDE FOR SOCIAL MEDIA MANAGERS

CLIENT CASE STUDY: FORM 6 - FIGURE YEARS TO 6 FIGURE MONTHS

How we profitably marketed and scaled a low ticket offer to 6 figures in profit!

CLIENT CASE STUDY: FORM 6 - FIGURE YEARS TO 6 FIGURE MONTHS

How we helped our ecommerce client grow by 500% in 4 weeks!

CLIENT CASE STUDY: FORM 6 - FIGURE YEARS TO 6 FIGURE MONTHS

How we helped our ecommerce client grow by 500% in 4 weeks!

"A single sales letter campaign, crafted from your guidance, has generated such an influx of business for [Your Business] that our marketing needs have shifted entirely to managing the overwhelming client demand!"

Harry D.

Attorney, Illinois

"A single sales letter campaign, crafted from your guidance, has generated such an influx of business for [Your Business] that our marketing needs have shifted entirely to managing the overwhelming client demand!"

Harry D.

Attorney, Illinois

"...a mandatory event for all business owners..."

"[Your Event] is an essential gathering for all business owners, professionals, and entrepreneurs, blending modern marketing techniques with time-tested sales and marketing strategies. Missing out is a missed opportunity, especially when your competitors don't."

- Perry D.

"...a mandatory event for all business owners..."

"[Your Event] is an essential gathering for all business owners, professionals, and entrepreneurs, blending modern marketing techniques with time-tested sales and marketing strategies. Missing out is a missed opportunity, especially when your competitors don't."

- Perry D.

"...a mandatory event for all business owners..."

"[Your Event] is an essential gathering for all business owners, professionals, and entrepreneurs, blending modern marketing techniques with time-tested sales and marketing strategies. Missing out is a missed opportunity, especially when your competitors don't."

- Perry D.

OUR PODCAST

Referral Boss Podcast

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Episodes

Teaching Virtual Assistants to Implement 200k Marketing Courses 

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Episode 25- The 90% Secret: The Ad Strategy That Builds Trust and Converts Clients
The Simple Ad Strategy That Turns Attention into Appointments
Listen To More

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Episode 24- The $10K AI Secret Hiding in Plain Text: How to Build Your Own Framework Using Markdown
Listen To More

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Episode 23 - I Tested 300+ AI Tools — Here Are the Ones That Actually Save You Time
Ever feel like every week there’s another “must-have” AI tool that promises to change your life
Listen To More

For More Podcast 
 

The ReferralBoss Skool Group is Where the Real Work Happens.

🔥 Get your full referral-building plan.
🔥 Exclusive referral frameworks, live coaching, and direct feedback.
​🔥 Join the fastest-growing community of referral-driven professionals.

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