Networking and referrals have always played a role in building professional services practices. In today’s environment, it is much harder to build your client roster solely on referrals and networking alone, but it still plays a crucial role in your overall business development strategy. It is never too early to start building your circle of influence, and it is never too late to fine-tune your circle of influence. The key to success is becoming intentional with building your circle of influence so that it becomes a powerful referral source for you.

Course Key Concepts: Networking, Network, Referral, Business Development.

Learning Objectives
  • Discover and define circle of influence and why it is important.
  • Identify who ideally should be in your circle of influence.
  • Discover and determine where to find targeted individuals for your circle of influence.
  • Explore and establish processes to build relationships and trust within your circle of influence.
  • Recognize and create best practices on how to effectively utilize your circle of influence for growth.
Last updated/reviewed: March 11, 2024
Course Complexity: Foundational

No advanced preparation or prerequisites are required 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
  Introduction to Building a Circle of Influence0:58
  What is a Circle of Influence 9:53
  Referral Source Categories13:18
  Referral Etiquette19:52
  Nurturing Referrals7:22
  Building a Circle of Influence51:24
  Slides: Building a Circle of InfluencePDF
  Building a Circle of Influence Glossary/ IndexPDF
  Workbook: Building a Circle of InfluencePDF