Referral Masters Coaching Program

Grow Your Business Through Powerful Referral Strategies

Referral Masters is an exclusive community coaching program designed for local service-based businesses that are ready to reach new heights. If you want to generate more referrals, gain greater accountability, and build lasting client relationships, this program is for you!


For just $77 a month, For just $77 a month, you receive access to live training sessions, personalized guidance, and ongoing support to help you achieve your business goals and stay motivated.

Enjoy 30 days of full access to the entire program—absolutely free. No credit card required. Experience the value firsthand before making any commitment!

benefits

What You’ll Get:

Weekly Accountability Texts

Monday: Set 1-3 clear goals you want to accomplish for the week.


Wednesday: Check in on your progress toward those goals.


Sunday: Celebrate your wins! Share  your accomplishments with the community to inspire and motivate others.

Monthly Live Training Calls

Twice a month, join live virtual training sessions where we’ll explore:


  • Proven tactics and strategies for generating referrals
  • Productivity and time management hacks
  • Mindset mastery for lasting success
  • Database organization and networking strategies
  • And much more!

Ask Me Anything (AMA) Sessions

Got questions? Twice a month, join live AMA sessions where I’ll personally address your challenges and provide tailored guidance.


Can’t make it live? No worries! Submit your questions ahead of time, and I’ll answer them during the session so you don’t miss out.

Private Facebook Group

Join our exclusive members-only group to connect with fellow Referral Masters. Share your insights, ask questions, and receive ongoing support from like-minded professionals—all focused on growing their businesses through referrals.

Private Member Access Area

Gain exclusive access to all your trainings, bonuses, and session replays in one convenient, private area. Easily review materials anytime, so you can learn at your own pace and revisit key insights whenever you need.

No Long Term Contracts

I believe in earning your loyalty—not locking you into lengthy commitments. Your membership is month-to-month, giving you the freedom and flexibility to stay for as long as you’re receiving value. No contracts, no pressure—just results and support, on your terms.

BENEFITS

What You’ll Get:

Weekly Accountability Texts

Stay on track and motivated with consistent check-ins designed to help you make progress every week:


  • Monday Milestones: Set 1-3 goals you want to achieve by Friday.
  • Wednesday Waypoint: Check in on your progress toward those goals.
  • Friday Finish Line: Celebrate your wins by sharing your accomplishments with the community!

Monthly Live Training Calls

Twice a month, join live virtual training sessions where we’ll dive into:


  • Referral generation tactics and strategies
  • Productivity and time management hacks
  • Mindset mastery for success
  • Database and networking strategies
  • And much more!

Ask Me Anything (AMA) Sessions

Got questions? Twice a month, I’ll host live AMA sessions to address your challenges. Can’t attend live? No problem—submit your questions ahead of time, and I’ll answer them on the call.

Private Facebook Group

Join our members-only group where you can connect with fellow Referral Masters, share insights, and receive support from like-minded professionals who are also growing their businesses through referrals.

Private Member Access Area

Access all your trainings, bonuses, and session replays in your own private area, making it easy to review materials at any time.

No Long Term Contracts

I believe in earning your loyalty, not locking you into lengthy commitments. The membership is month-to-month, giving you the flexibility to stay as long as you’re seeing value—no strings attached.

+ Bonus

Business Accelerator Course

As part of your membership, you’ll gain access to my Business Accelerator Course—a step-by-step program designed to transform your database into a powerful, referral-generating machine.

What’s Inside the Business Accelerator:

Week 1: The CRM – Discover how to get the most out of your client relationship management system and lay the foundation for organized growth.


Week 2: Sorting Your Clients –Learn how to organize your contacts for maximum referral potential, so you focus on the right relationships.


Week 3: Qualifying Your Database – Identify exactly who’s ready to refer you, making your outreach more efficient and effective.



Week 4: The 36 Connect Framework – Implement this proven system to consistently stay engaged with your clients and drive steady referrals.

Plus 4 Bonus Trainings:

  • How to Get a Discounted CRM
  • Best Note Writing Practices
  • The Apology Letter (to re-engage clients)
  • AI Prompts for Writing Emails

And That's Not All!

You’ll also get Free Access to my Referability Roadmap Academy

Modules

Here’s What’s Inside the Academy

It Begins in the Mind

How your mindset shapes your business.

The Power of the Referral-Based Business

The 6 key benefits of focusing on referrals.

The Database

How to build and engage your database for referrals.

Sales is a Contact Sport

5 key strategies to build relationships that refer.

The Power of Your Network

How to grow your network and increase your net worth.

Value, Value, Value

How to stay top of mind without overspending.

The Secret Sauce

3 simple actions that can transform your business.

Profit

The 8 crucial numbers you need to know to stay profitable.

Leverage

Learn who you need in your business and how to bring them in.

Do it Now!

Success comes to those who implement!

Modules

Here’s What’s Inside the Academy

It Begins in the Mind

How your mindset shapes your business.

The Power of the Referral-Based Business

The 6 key benefits of focusing on referrals.

The Database

How to build and engage your database for referrals.

Sales is a Contact Sport

5 key strategies to build relationships that refer.

The Power of Your Network

How to grow your network and increase your net worth.

Value, Value, Value

How to stay top of mind without overspending.

The Secret Sauce

3 simple actions that can transform your business.

Profit

The 8 crucial numbers you need to know to stay profitable.

Leverage

Learn who you need in your business and how to bring them in.

Do it Now!

Success comes to those who implement!

All of This for Just $77 a Month!

With all the value packed into this program, I wanted to make this an easy decision for you. Try it for free for 30 days—no credit card required—and see how Referral Masters can transform your business. Ready to Get Started? Click below to join Referral Masters, enjoy your free 30-day trial, and start generating more referrals, growing your network, and achieving your business goals!

Start My FREE Trial

Personal 1-on-1 Coaching With Bill

Ready to stop chasing cold leads and start building a business around authentic, rewarding relationships? You’re in the right place.

My 1-on-1 coaching is designed for professionals who want personal guidance, clear direction, and built-in accountability—so you can grow more consistently and with less stress.


I’ve helped real estate agents, insurance professionals, mortgage lenders, and financial advisors create proven systems for more referrals, greater impact, and increased margin.


Whether you’re looking for a monthly check-in or a more hands-on, immersive coaching partnership, I offer packages tailored to your goals and your schedule—helping you grow from where you are right now.



Coaching Package Comparison

Find the best plan for your business

Foundation

$297

Per month 

Coaching Calls 1 x 30-min/month

Email Recap + Action Plan

Referral Masters Access (Optional add-on for $50/month)

Commitment Month-to-Month

Best For Light Guidance & Flexibility

START NOW

Growth

(Recommended)

$497

Per month 

Coaching Calls 2 x 30-min/month

Email Recap +Action Plan

Email/Text Support Between Sessions

Navigator Software Access

DISC Assessment + Review

Referral Masters Access ($77/mo value included)

Commitment Month-to-Month

Best For Consistent Support & Clarity

START NOW

Accelerator

($997/mo or $2,697/3 mo)

Coaching Calls 4 x 45-min/month

Email Recap +Action Plan

Email/Text Support Between Sessions (Priority Support)

Navigator Software Access

DISC Assessment + Review

Commitment Month-to-Month or 3-Month option

Best For Fast Growth & High Accountability

START NOW

What You’ll Get:

Weekly Accountability Texts

We’ll start with a comprehensive deep dive into your business. Together, we’ll establish a clear framework, set specific objectives, and create a measurable plan for your success over the next three months.

11 One-on-One Coaching Sessions (30 Minutes Each)

You’ll receive personalized guidance through 11 focused, weekly coaching sessions where we’ll monitor your progress, address any roadblocks, and keep you on track toward your goals.

Access to Navigator

You’ll gain access to Navigator, an online workspace where you can track your progress, set metrics, and manage your action items effectively.

DISC Assessment

We’ll use the DISC Assessment to gain deeper insights into your strengths, weaknesses, and behavioral tendencies, allowing us to tailor the coaching process to your unique style.

Clear Action Steps

Each session will come with clear, actionable steps to ensure you know exactly what to focus on before our next meeting.

Email & Text Support

You’ll have access to ongoing support via email and text from Monday to Friday, 9:00 AM to 5:00 PM EST, ensuring that you always have guidance when you need it.

Virtual Sessions

All sessions are conducted via online video call, allowing you the flexibility to join from anywhere in the world.

Investment Options

$2,997

One-Time Payment

3 payments of

$1,097

Payment Plan

Ready to get started?

Click below to schedule your free discovery session and see how a 1-on-1 Coaching Program can help you achieve your goals.

Not Sure Which Program Is Right for You?

Let’s chat! Book your free 20-minute discovery session, and together we’ll discuss your unique business goals to identify the program that’s the perfect fit for your needs.

Book a Discovery Call