Is it possible to build a thriving referral-based business without asking for referrals or personal introductions?  You bet it is! 

In this course, master referral expert Bill Cates shows you how in three simple, powerful modules. In module 1, you learn about The Prospect Experience and becoming referable quickly as you make the sale.  In module 2, you learn about the New Client Experience and how the right onboarding process for new clients can significantly increase being referable.  And in module 3, you learn about the Ongoing Client Experience and how to leverage the lifetime value of your clients. 

Learning Objectives
  • Discover the characteristics of an engaged client.
  • Discover why an engaged client, not just a satisfied client, is your goal.
  • Identify proven ways to onboard a client and become super referable.
  • Explore the benefits of having a client-service promise for your business.
  • Identify the benefits of the value discussion.
Last updated/reviewed: August 21, 2023
2 Reviews (2 ratings)


Member's Profile
FANTASTIC! Wonderfully taught and excellent information. Highly recommend this course to learn more about different aspects of meeting, onboarding, and maintaining clients. Very useful tools and ideas which I'm excited to implement!

Member's Profile
Wonderful little course on how to build a business by better interacting with clients and prospects and getting them engaged. Very usable stuff!

Course Complexity: Intermediate

No Advanced Preparation or Prerequisites are needed for this course.

Education Provider Information
Company: Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact: For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Instructor for this course
Course Syllabus
  Module 1: Introduction to Becoming Super Referable by Increasing Customer Client Engagement12:45
  Module 2: The New Client Experience9:21
  Module 3: The Ongoing Client Experience12:41
  Become Super Referable by Increasing Customer Client Engagement 34:27
  Workbook: Become Super Referable by Increasing Customer Client EngagementPDF
  Become Super Referable by Increasing Customer Client Engagement IndexPDF