More than 60 meetings with new referral partners in 45 days.
Scott DGregorio wanted to sell more mortgages each month and grow the network of strategic partners who refer him business.
Where Scott DGregorio started.
Scott needed a reliable way to make new connections, at a cost that made sense, without spending his own time managing outreach.
What we built.
The programs we put in place.
Targeted outreach
An outreach campaign to people in the professions Scott wanted as referral partners.
Custom messaging
Messages written around Scott’s business proposition, designed to start relationships rather than pitch.
Automated booking
Meeting booking support, so interested partners went straight onto Scott’s calendar.
What changed.
The campaign generated more than 60 meetings with new referral partners in 45 days. They included a preferred partnership with a real estate brokerage doing 50 deals a year, and a partnership with a financial planning group of more than 70 financial planners.
Scott’s client database grew dramatically, setting up more client-driven referrals for future business.
Want a system like this for your business?
We'll look at how you generate, capture, convert and measure demand — and where your biggest opportunity is.