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

Building a Referral Pipeline That Actually Works

March 2, 2026 / 53:08/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
(21:03) - Nurturing Before Calls
(23:21) - Where Leads Come From
(25:31) - Tax Season Referral Tips
(26:29) - Reviews and Testimonials
(27:50) - Make Reviews Easy
(28:31) - Celebrate Team Wins
(29:43) - Track Client Case Studies
(31:40) - Lead With Results
(33:25) - Discovery Call Agenda
(36:11) - Where Leads Come From
(37:34) - Referral Partner Outreach
(40:26) - Webinars and Playbook
(42:58) - Events and Capacity
(46:31) - In Person Lead Gen
(50:33) - 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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