How to Get Referral Clients on Autopilot (ft. Josh Kimmes w/ Bear North Digital)

Josh Kimmes is back on the podcast to talk about the boring, unsexy work of getting inbound leads without relying on an exhausting outbound sales machine.

 

We break down exactly how his agency gets a steady flow of qualified prospects through highly specific industry service pages. Josh also walks us through his automated referral engine that triggers physical gifts and account credits when clients sign on. It is not about magic tricks, but building out systems that actually reward your clients for a job well done.

 

Later in the episode, we get into the weeds on agency operations and the tech stack running behind the scenes. We discuss his onboarding flow that resets billing dates to buy time for delivery, and the reality of using AI and automation tools without falling for the hype.

 

Building a legitimate operation takes time and heavy documentation. There are no shortcuts here, just agency owners sharing what works in the trenches. Give it a listen and see how you can apply these systems to your own agency.