Referral Edge™ · Free Tool

The Referral Gear Audit

Your referral business is a machine. One gear in the middle — that's you — connected to five gears around it. Pull the lever, and every gear it touches turns with it.

This quick audit shows you which gears are turning, which have stalled, and the one lever to pull first. Answer honestly — there are no wrong answers, only clearer ones. Takes about three minutes.

The 5 Referral Gears™

A few statements are still unanswered — scroll up to finish the audit.

Pull this lever first

Your gears only turn when you turn yours — the notes, the updates, the check-ins. The Edge Business Partner™ planner tracks those connection actions week by week, so staying referable becomes a rhythm instead of a scramble.

See the planner →