We help established business owners and sales professionals who excel in their field but struggle with building consistent referral partnerships. These professionals are overwhelmed by the demands of relationship-building and social media management, leaving little time for growth. They know their business could scale, but lack the systems, tools, and automated processes needed to maintain referral relationships and generate ongoing business.

A great business is built on lasting relationships and systems that work for you, not the other way around. Our goal is to help professionals grow by automating referral partnerships, freeing them to focus on what they love while creating meaningful connections

Determined to turn things around, Keith dove into learning marketing, sales, and automation. Over the next eight years, he invested $250,000 in courses, tools, and coaching, searching for ways to streamline his business and build referral networks. He discovered the power of virtual assistants and realized that the secret to growth wasn’t just getting more leads—it was building meaningful, ongoing relationships with referral partners.

Seeing the impact the Circle Method had on his own business, Keith realized he could help other business owners achieve the same freedom and growth. He began teaching professionals—loan officers, business owners, and salespeople—how to scale their businesses by automating referrals and nurturing relationships. His approach allowed them to focus on what they do best while enjoying a better work-life balance.