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Referral & Marketing Toolkit – Checkout

Complete your order below to get instant access to the Referral & Marketing Toolkit—a bundle of outreach scripts, email templates, referral one-sheets, and simple marketing plans designed to help your Personal Services Agency start meaningful conversations and generate more qualified referrals.

What You Get Inside

When you complete this purchase, you will receive immediate access to a secure Google Drive folder with all Referral & Marketing Toolkit materials.

  • Referral outreach email templates for care managers, hospital/social work teams, senior centers, and other local partners.
  • Call scripts and conversation starters to make your outreach feel natural instead of awkward or salesy.
  • Referral one-sheet concepts and simple leave-behind materials you can customize with your agency details.
  • 90-day outreach action plan ideas so you know what to do each week (who to contact, how to follow up, what to track).
  • Follow-up message templates so you are not rewriting every response from scratch.
How access works: After checkout, you’ll receive an email with a secure Google Drive link to your Referral & Marketing Toolkit folder, plus instructions for downloading and putting the materials into action.
“Once I had clear scripts and email templates, the fear of reaching out dropped. I knew exactly what to say and how to follow up without feeling pushy.” – PSA Founder
Reminder: These tools give you structure and language, but you are responsible for tailoring your messaging to your market, your agency positioning, and any compliance or brand guidelines that apply to your business.
Referral & Marketing Toolkit
Secure one-time payment. Instant digital access.
$297
USD • One-time
Referral & Marketing Toolkit Visual
✔ Digital download (Google Drive link)
✔ Access email sent to your inbox
✔ For agencies ready to start or upgrade consistent outreach
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Complete Secure Checkout Questions? Contact AAA Consultant

After payment, you will be redirected to a confirmation page and receive an email with your download access link. Please check your Promotions/Spam folder if you do not see it.

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Recommended Add-On:
Combine this toolkit with the Client Acquisition Playbook to move from one-off outreach into a weekly, repeatable client acquisition system with metrics and routines.