1:1 Personal Coaching with Bill Cates

Reserve Your Spot for ONLY $299 ($920 Value)




  • Get unsolicited referrals?
  • Ask for introductions without feeling uncomfortable? 

  • Get prospects to return your calls and emails?  

  • Confidently communicate your value in a way that turns ideal prospects into clients? 

  • Get introductions from key Centers of Influence? 

  • Maximize social event marketing?  


If you answered "YES!" to any of the questions above, we feel your frustration.  
No need for you to go it alone!
RESERVE YOUR SPOT (Only 5 Available Each Month!)

What's Included

Radical Relevance™ Value Proposition Generator

Immediately upon signing up, you will receive a copy of Bill Cates' Radical Relevance™ Value Proposition Generator to guide you in formulating an effective value proposition. Includes templates to help you find the words that are right for you, as well as a 6-minute video (see bonus below) to make sure you have the right Referral Mindset.

1:1 Personal Coaching Call #1 with Bill (50 mins.)

During call #1, you and Bill will review your value proposition and decide what additional adjustments might be needed. We want to make sure that you are communicating your value in a manner that will attract the right clients to you, without wasting time on clients who don't fit your business.

1:1 Personal Coaching Call #2 with Bill (50 mins.)

During call #2, you and Bill may continue to discuss value proposition and/or add into the conversation whatever topic you wish related to client acquisition through referrals, introductions from advocates and centers of influence, as well as how to maximize social event marketing. You set the agenda for this call to address your needs.

+ 2 High-Content BONUSES!

Right-Fit Client™ Checklist

A Right-Fit Client™ is someone you were meant to serve -- your process, products and/or services are a perfect match for this situation. This complimentary checklist will help you identify the characteristics of your Right-Fit Clients.

VIDEO: "Adopting Your Referral Mindset" 

In this brief (less than 7 mins.) video, Bill will help you determine if you have mistaken assumptions and limiting beliefs that are holding you back from building the referral-based business you've always dreamed of.


Only 5
of these highly-affordable personal coaching packages are available at the start of each month. Sessions will be reserved on a first come, first served basis ... so don't wait! 

Once you purchase, Jennifer will reach out to schedule your calls. Start now, or whenever works for you.

RESERVE YOUR SPOT (Only 5 Available Each Month!)

Clients Rave

"Before I met Bill Cates, I was making a ton of cold calls. Bill showed me how to go from cold calling to referrals, and I tripled my production the very next month. I would not be where I am today without learning Bill’s processes."

James Mwombela
Insurance Advisor (Washington, DC)

"As a result of Bill’s coaching, I have brought in $12.7M of new assets. That’s $170,000 of recurring annual revenue due to using Bill’s techniques."

Erin Gay
Founder & CEO - Legacy Financial (Annapolis, MD)

"Bill’s coaching allowed me to capture a 6-figure deal. And that was from just one phone call."

Lynn Rose
Business Consultant (Los Angeles, CA)

Meet Bill Cates

Bill Cates, CSP, CPAE is an internationally recognized client-acquisition expert and highly sought-after speaker. Through his presentations and video-based training programs, Bill shows businesses of all sizes how to increase revenue without increasing their marketing budgets. 

Bill Cates’ client-acquisition system has been featured in Success Magazine, Entrepreneur Magazine, the Huffington Post and The Wall Street Journal. Bill’s own business success has been featured in Money Magazine

When Bill isn’t speaking and consulting with clients, he’s planning his next adventure. Bill has trekked through the Himalayas of Nepal and the Andes of Peru, camped in the Arctic Circle, lived on a houseboat in Kashmir, India, and toured the country as a drummer in a rock and roll band.

100% Money Back Guarantee

Your satisfaction is guaranteed! If for any reason you don’t believe this highly-focused coaching offer is right for you, we’ll quickly refund your investment or apply your investment to one of our other programs. 

You can begin your coaching as soon as we can schedule your first 1:1 call, or you may wait until you are ready.

Remember – I can’t assist you in your effort to grow your business if you don’t sign up for this program. I’m looking forward to working with you.

RESERVE YOUR SPOT (Only 5 Available Each Month!)


We are here to help. Just give us a call at 301.497.2200 or e-mail Jennifer@referralcoach.com.


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