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.  

Keith Goeringer

This post dives into the transformative power of lead magnets and how they can free you from the exhausting cycle of chasing purchased leads. Drawing from personal experience with LendingTree, I share how creating simple, high-value tools like checklists, calculators, and short videos helped me attract qualified leads and build trust with my audience—without the chaos of competition. Learn why lead magnets outperform traditional lead-buying systems, how to create irresistible ones that solve real problems, and how to pair them with content to scale your reach. If you’re ready to stop chasing leads and start owning them, this is your roadmap.

Keith Goeringer

Productivity isn’t about doing more—it’s about understanding how your brain works. Here’s what I learned as an ENTJ.

Keith Goeringer

Ever feel like your CRM is a cluttered mess? You're not alone. Most people treat their CRM like a junk drawer, but I’m here to show you how to turn it into a finely-tuned machine. This week’s newsletter is all about the simple power of CRM tagging—how it transforms client interactions, automates your follow-ups, and keeps you top of mind with zero extra effort.

Keith Goeringer

AI in Video Marketing Just Changed Forever: Here’s Everything You Need to Know

Keith Goeringer

How a BlackBerry Can Unlock High-Value Referral Partnerships in 2024

Keith Goeringer

You ever feel like your website is just... there? Like, it's more of an online billboard than an active business tool? It doesn’t have to be that way. Today, we're going to talk about how to turn that digital couch potato into your hardest working team member. ​In this newsletter, I'll break down three key strategies that apply to any industry. Whether you're in mortgage, real estate, or running a creative agency, your website can go from passive to powerhouse by doing these things. And stay tuned, I’ve got some SOPs and ChatGPT prompts at the end to help you implement fast!

Keith Goeringer

In this post, we explore the key steps to creating an offer that makes it easy for clients to see your value and pay what you’re worth. Whether you're a realtor, service provider, or entrepreneur, a well-packaged offer is the secret to standing out in a competitive market. We dive into how to list everything you currently provide, brainstorm future services, focus on delivering results, and leverage collaboration with other experts to strengthen your offer. The final steps include building a compelling presentation around your offer and constantly evolving it to meet your clients' needs. By following these steps, you can create an irresistible offer that attracts clients effortlessly and ensures they recognize the value you bring.

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.

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 28- The $5,000 Workshop System That Got One Realtor Zero Leads
After watching a weak $2,500 training and hearing from a Realtor who paid $5,000
Listen To More

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Episode 27- How a 9-Second TikTok Clip Built a $300M Mortgage Pipeline: Interview with Scott Betley
Scott Betley reveals how one 9-second TikTok video pulled 300,000 views,
Listen To More

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Episode 26 - Why My $0 Spreadsheet Beats Every CRM I've Ever Used
Look, I get it. CRMs are supposed to be the holy grail of productivity, right?
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.

Get in Touch with Us!​

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Subscribe to 'Referral Boss' Newsletter

Why Most Salespeople Fail at Referrals—and How to Beat Them with Just 2 Minutes a Week

Every Week, Get Battle-Tested Strategies to Build Referrals That Your Competitors Wish They Had

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