About this tool

Referral business behaves like a machine with five gears around a central one: past clients, current clients, business partners, agent to agent, and community and sphere. When referrals slow down, it is almost never all five at once. It is one gear that stopped turning.

This audit shows you which are moving, which have stalled, and the single lever worth pulling first — because working all five at once is how people end up working none of them.

Use it when referrals have gone quiet and you cannot name the reason.

Part of the Referral Edge™. Free, no signup.