Lesson 01 — My Story

How I Learned to Generate Referrals for My Business.

9 min read Updated May 2026
15-Part Course  /  How to generate referrals  ·  Part 1 of 3

In January of 2014, I left a stable, nearly decade-long career as a mental health therapist to start a marketing company. I’d been managing the marketing for my wife’s business for five years, watching small and mid-sized businesses sprint from tactic to tactic, wasting time and money. Taking the time to understand what their customer wants and how their customer buys would help them grow faster and much more cost effectively.

But I didn’t know how to generate leads. Every morning, my alarm would wake me up at 5 a.m., I’d get a coffee or five, and head out the door to a local networking event. Podcasts about lead generation became the soundtrack to my life. My calendar was full of coffees and business lunches, but it took six months to generate my first real lead. I was meeting with the wrong people, in the wrong industries, and in the wrong target market.

I was meeting with the wrong people, in the wrong industries, and in the wrong target market. — Lesson 01

13 years later, after a lot of difficult lessons, I have a steady flow of conversations with people who are a good fit for my business. I have to work at it harder during hard times and can let it coast during easier times.

Ignition Canvas was built the same way I’m describing here. Word of mouth and referrals from partners who know us drive almost all of our growth. I tracked it. I know which relationships have generated $75,000 contracts and which ones cost time and produced nothing. The guide is what the data taught me.

If you read it and decide it isn’t useful, that’s fair. If you read it and want to talk about what’s not working in your practice, my door is open. Just schedule a call here.

But that’s not what this is. Read it because it might help.

The first 6 of 15 lessons

In this guide — the first 6 of 15 lessons

You’ll learn how to build a system that helps you get more of the right clients.

  • 01

    Identify your target market.

    Who do you want to work with?

    This Lesson
  • 02

    Develop a referral network.

    Who can and will refer clients to your business?

    Lesson 02
  • 03

    Cultivate relationships that generate referrals.

    What makes you the right person to refer?

    Lesson 03
  • 04

    Understand the dynamics of a referral.

    How does it work?

    Lesson 04
  • 05

    Develop a schedule of activities and KPIs.

    How much work does it take to succeed? (Hint: Less than you think.)

    Lesson 05
  • 06

    Leverage social media for referrals.

    It isn’t just posting about you and your successes.

    Lesson 06

For your client list

If one of your clients is facing marketing challenges, they can book a free strategy call here.

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Lesson 01 of 15 — Complete
Up next → Lesson 02. Develop a referral network.
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