client referral toolkit

$500 USD (excl. VAT)

Everything you need to start + grow your client referral circle - in a box! The Client Referral Toolkit was designed to help you spend less time learning and more time implementing - instead of modules, lessons, and worksheets, you can expect done-for-you templates, copy-and-paste workflows, and personalised support to help you take action.

    • Step-by-step set up of your program that walks you through everything from choosing the best commission rate, who to invite into your program, and ongoing management tips

    • Find the people to invite into your program with my easy-to-follow tutorials for Instagram, Pinterest, and Facebook groups

    • Save time with my done-for-you email templates so you can start putting your program into motion within minutes of opening the Toolkit

    • Streamline your program with done-for-you workflows to make sure your client referral program has strong systems in place

    • Ongoing support and personalised advice in the private Facebook group so you can ask questions, get support, and share ideas with Zoe and fellow Toolkitters

    • Immediate & ongoing access to the Client Referral Toolkit

    • Access to any future improvements to the Client Referral Toolkit at no extra cost

    • The Toolkit is hosted in ThriveCart Learn and links out to pages in Notion, both of which you can access from a desktop or smart phone

    • Any video lessons include playback speed controls, closed captions, and transcripts

    • Exclusive access to my Customer-Only Facebook Group for extra support

  • The Client Referral Toolkit was created for service providers who want to increase their leads & bookings from 1:1 referrals.

  • If you purchase this product and decide it isn't right for you, you can reach out to me within 14 days of your purchase to get a full refund.

    Thereā€™s only ONE question asked: Please tell me the main reason you werenā€™t happy with the product, so I have the opportunity to make it better for future customers.

    No proof, no pressure, and no problems!

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FEATURES HEADLINE

systemise your referrals

The Client Referral Toolkit was designed to help you spend less time learning and more time implementing - instead of modules, lessons, and worksheets, you can expect done-for-you templates, copy-and-paste workflows, and personalised support to help you take action.

  • Spend less time looking for new client leads and spend more time on all of those projects that have been on the backburner

  • Get more consistent high-quality leads from your referral circle - so you can actually pick the people you want to work with! You are your own boss after all!

  • Have a strong streamlined system in place for tracking referrals and keeping your referral circle engaged

kind words & reviews

  • ā€œBefore setting up a referral program for my VA business, I had a three regular clients, was struggling to make Ā£1,000 per month consistently and was stuck in a cycle of working with clients that weren't right for me. I was spending hours each day searching for new clients and ended up signing contracts that didn't last more than a month because we weren't a good fit for each other. After speaking with Zoe, she recommended starting a referral program and guided me through the process - everything changed. I signed 4 new clients in the space of 2 weeks who were a PERFECT fit for me. And the best part of it? They came to me via referrals! I now have amazing long-term clients, consistently make Ā£5k+ each month and don't have to worry about pitching new clients! Thanks Zoe!ā€

    Dani Fairhurst of Organise and Grow

  • ā€œI've been meaning to implement a referral system in my business for months, but with so many pieces to it, I never found the time to sit down and even start planning the process.This Toolkit took care of the whole planning part, and even had ideas that I wouldn't have thought of myself (the spreadsheet to keep track is amazing!). I started using the email templates to start spreading the word among past clients, without the system being even fully set up yet, because this made it so simple and I was so excited about it!Everything is in place now, my circle is starting to grow, and I just had a call two days ago with a client that has multiple people she wants to refer to me. And all of this, starting to implement the toolkit, to having people referred to me, in just a matter of weeks.ā€

    - Sara Obando

  • "This Toolkit saved me so much time in setting up my referral program!Ā In two hours I had sent emails to my clients and had ALL of them respond back with enthusiasm to join my referral program.Ā  Adding a referral program into my business has left me free to work in other parts of my business whileĀ my clients are marketing for me!Ā If you want to implement a referral program in your business but don't have time to start from scratch this Toolkit is for you!"

    - Kristen Neiditch

iā€™m here to help you

get additional support

If you purchase, youā€™ll also get an invitation to my Customer-Only Facebook Group so you can ask questions, seek support, and get personalised advice from me about your client referral program.

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faqs

  • The Client Referral Toolkit is accessible via ThriveCart Learn, Notion pages, and a private Facebook group. It's a mix of web pages, video trainings, shared Google Docs and AirTable sheets.

  • You bet! Your purchase today includes ongoing access as well as access for as long as the product is available.

  • If you sell digital products, you might want to take a look at my Affiliate Program Toolkit, which is everything you need to start and grow your affiliate program

  • Yes! The APT helps you increase your digital product sales but the Client Referral Toolkit is laser focused on helping you get more leads and get booked out through referrals. There are two similarities: 1) both Toolkits have tutorials on how to find potential people to invite into your relative programs - though the Client Referral Toolkit shows different ways of doing this - and 2) both Toolkits give you access to the Customer-Only Facebook Gropu.

  • Of course, everything in business takes time but my Toolkits are designed to save you the most amount of time possible. Everything in the Client Referral Toolkit that can be done-for-you is just that! With email templates, workflows, and a step-by-step roadmap the Client Referral Toolkit is probably the quickest way you can set up your program for success.

    You're probably looking at a few hours to set everything up and once it's done, it's done. You'll spend time inviting people into your program and tracking referrals but ROI on your time spent could be incredibly high (depending on the rate of your services)!

    Of course if you want everything done FOR you, you can take a look at my Wizard For A Day here.

  • Nope! Unlike affiliate programs, client referral programs donā€™t jive well with tracking software (so there arenā€™t many viable options out there for us)! That said, Iā€™ll show you how to set-up and streamline your program from the get-go so it wonā€™t take you a ton of time to manage on an ongoing basis. I also give you personalised feedback in the Facebook group so we can see if we can automate any parts of your referral program to save you even more time!

  • Of course! If you have a team member youā€™d like to provide access to, just drop me an email and Iā€™ll happily add one extra team member to your purchase.

  • Iā€™m sorry I havenā€™t answered your question! You can either:

    • Ask me your question in the chatbox (in the bottom right) and we can have a chat!

    • Drop me a DM on Instagram (@zoelinda_) or Voxer (@zoelinda) and we can have a chat!

    • Email me your question at hello@zoelinda.co.uk

    You can expect me to get back to you within 2 to 3 business days.

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