Incipio Academy
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Course N°189 — Relationships

The Referral Engine: Warm Intros on Repeat

with Incipio Studio

Original curriculum by Incipio Academy

Stop hoping for word of mouth. Build a repeatable system for asking, tracking and rewarding referrals so introductions arrive every month instead of by accident.

17 lessons17 videos4h 28mIntermediateLifetime access

What you’ll walk away with

Skills, not certificates of attendance

01Audit where your best clients actually came from
02Ask for referrals at the three moments people say yes
03Write forwardable intro emails people send without editing
04Set up partner referral deals with clear fees and terms
05Track referral rate, source and conversion every month

Curriculum

4 chapters · 17 lessons

4h 28m total
01Map the Network You Already Have
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  1. 1The Referral Audit: Where Your Last 20 Clients Came FromVideo
    14:20
  2. 2Rank Your Connectors by Trust, Reach and FrequencyVideo
    16:45
  3. 3Three Referral Sources: Clients, Peers and GatekeepersVideo
    12:30
  4. 4Build a Lightweight Relationship CRM in One AfternoonVideo
    18:10
02The Ask That Doesn't Feel Awkward
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  1. 1Timing: The Three Moments Clients Say YesVideo
    13:55
  2. 2Scripts: Why Specific Asks Beat "Know Anyone?"Video
    21:40
  3. 3The Forwardable Email: Write the Intro for ThemVideo
    17:25
  4. 4Handling a No Without Damaging the RelationshipVideo
    15:05
  5. 5The Double Opt-In Standard: Protect Both SidesVideo
    11:50
03Partner Channels That Compound
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  1. 1Find the Adjacent Businesses Already Selling to Your BuyerVideo
    19:30
  2. 2Give First: Sending Deals Before You Ask for AnyVideo
    16:15
  3. 3Referral Agreements: Fees, Disclosure and Tax RealityVideo
    22:05
  4. 4The Quarterly Partner Review That Keeps Deals FlowingVideo
    14:40
04Make It a System, Not a Mood
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  1. 1The 30-Minute Weekly Referral BlockVideo
    12:20
  2. 2Follow-Through Mechanics That Earn the Next IntroVideo
    13:35
  3. 3Tracking Referral Rate, Source and Close RateVideo
    20:10
  4. 4When Referrals Dry Up: Diagnosing the DropVideo
    15:45

Your instructor

Incipio Studio

Original curriculum by Incipio Academy

Incipio Studio is the academy's in-house curriculum team. Studio courses distill proven playbooks, frameworks, and operator interviews into structured, do-this-next lessons, researched and produced by Incipio Academy.

“I ran the audit, rewrote my ask and sent nine forwardable emails in a week. Six replies, three intro calls booked, two became clients within the month.”

Verified student

$24one-time · yours forever
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— 17 lessons, 4h 28m
— 17 videos
— All future updates included
— 30-day money-back guarantee