What does the Referral System entail?

Our Referral System is customized to your own, unique business situation. In the initial Discovery Session with both Mark and Karen you will learn the difference between your business’ offers and your business’ benefits. Then Mark will teach you how to communicate these benefits to your clients. This initial consultation will end with the decision on what kind of Referral System works best for you. Mark and Karen will then take the gathered information and create the exact wording and designs for your Referral System. A Coaching Session will present you with the finished designs and teach you how and when to best ask for referrals in your business and answer any questions.

This is what you will get:

Referral System Basic

  • Discovery Session
  • Review Meeting
  • 1 hr Coaching Session
  • List of Benefits
  • Referral cards/ website page
  • Flowchart outlining exactly what to do and when to do it

Referral System Deluxe

  • Discovery Session
  • Review Meeting
  • 2 hrs Coaching Session
  • List of Benefits
  • Customized Message
  • Loose Script
  • Referral cards/ website page/ email templates
  • Flowchart showing exactly what to do and when to do it

How long is this going to take?

Depending on both our schedules, your Referral System will be ready to go in two weeks. We ask you to set aside 30-60 minutes for the Discovery Session and Review Meeting, and an hour for the Coaching Session for the basic package and two hours for the deluxe package.

When are payments due?

Your payment starts the contract with us and is due in full before the first consultation. If you are not sure which package is right for you, choose the ‘not sure’ option on the signup form and we will help you decide via a phone call.

Can I get my money back?

Your satisfaction is important to us, and we fully stand behind the quality of this Referral System! However, if you decide to not go ahead with it after purchase, your can cancel your contract with us within 72 hours for a full refund. If you already had your initial consultation and then decide to cancel, you will get your investment back minus the consultation fee.

Still Questions?

Please don’t hesitate to get in touch at info@helios-designs.com or (206) 229-0248.