Who's Really the BOSS? | Building a Referral Pipeline That Actually Works

Building a Referral Pipeline That Actually Works

March 2, 2026 / 52:03/S5 E5

Rachel and Marcus pull back the curtain on how Dillon Business Advisors went from zero website leads after a botched domain migration to a packed January calendar full of prospective client meetings. They trace the full lead journey — from SEO recovery and HubSpot automation to referral partner relationships and the pre-call nurturing that warms prospects before Rachel even says hello.

Sponsors
Discover.AI - discover.ai

Introducing Collective by DBA
https://collective.cpa
https://www.linkedin.com/company/collectivebydba

Learn More About Dillon Business Advisors
https://www.dillonadvisors.com
https://www.linkedin.com/company/dillonbusinessadvisors

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(00:00) - BOSS S5E5
(00:28) - January Survival Recap
(02:18) - Sales Calls Surge
(04:18) - Rebrand Website Fallout
(08:40) - Traffic Drops to Zero
(10:38) - Audits and Vendor Lessons
(13:12) - Calendar Automation Flow
(19:59) - Nurturing Before Calls
(22:17) - Where Leads Come From
(24:27) - Tax Season Referral Tips
(25:25) - Reviews and Testimonials
(26:46) - Make Reviews Easy
(27:27) - Celebrate Team Wins
(28:39) - Track Client Case Studies
(30:36) - Lead With Results
(32:21) - Discovery Call Agenda
(35:07) - Where Leads Come From
(36:30) - Referral Partner Outreach
(39:22) - Webinars and Playbook
(41:54) - Events and Capacity
(45:27) - In Person Lead Gen
(49:29) - Final Action Steps

Creators and Guests

Host

Marcus Dillon, CPA

Host

Rachel Dillon

Building a Referral Pipeline That Actually Works

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Creators and Guests

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