Application Received.
Your application has been received and will be reviewed in the next quarterly cycle. In the meantime, we've put together everything you need to start building your referral system today — no waiting required.
Your Resources Are Ready
Don't wait for the review. Start building now. These resources are the foundation of the Referral Boss system.
CRM Checklist
The exact fields, tags, and pipeline stages that power a referral-first CRM setup.
90-Day Referral Roadmap
Your first 90 days mapped out — week by week. Start executing today.
The Referral Boss Oath
Print it. Sign it. Put it where you'll see it every day.
Podcast — Episode 1: The Origin Story
Why Scott and Keith built Referral Boss — and what it means for your market.
The Review Process
If approved, we'll reach out directly via email with your partner onboarding details, your market assignment, and your first quarterly call invite.
Partnerships are reviewed at the end of each quarter. We evaluate fit, market availability, and operating standard alignment — not just volume.
Welcome Message
A message from Scott & Keith