business
CREATING AND BUILDING
SYNERGy
WELCOME


Who We Are
OUr mission
We are a network of business professionals, sales representatives and entrepreneurs supporting one another with qualified referrals to our members.
Referral Pros is a professional networking group Established in 2006 in Walnut Creek, California. The group consists of local business owners who are professionals in their trade. Our goal is to establish relationships and to refer business to our members, and only to our members – should the occasion warrant them. We meet the first and third Thursday of the month from 1:00 to 2:30.
Why are referrals the best way to gain new clients? It’s the easiest way to gain new clients! Nothing beats a recommendation from someone who has actually experienced another person’s work. In fact, a referral for new business is 20 times more likely to close versus a standard cold call! It not only makes selling easier, but it is also more cost-efficient.

WHAT WE OFFER
A DIFFERENT APPROACH TO REFERRING LOCAL BUSINESS
No more rigid and cold business settings.
We meet using a more casual format by building relationships over lunch.
- We are collegial and welcoming to everyone
- Our monthly dues are affordable
- Our only requirement is no competition: we only accept new members who are in fields not already represented
- Lunch is included in your monthly dues


Connect with
LOCAL PROFESSIONALS

BOOKKEEPING | REAL ESTATE | MORTGAGE | GRAPHIC DESIGN
LAW | VIDEOGRAPHY | MARKETING | FINANCIAL | COMMUNITY OUTREACH

OUR GROUP
Members
BERNIE CONNEELY
BOOKKEEPEr-
MOBILE BOOKKEEPING
VIVIAN MILLER
REALTOR –
KELLER WILLIAMS
CASEY SULLIVAN
MORTGAGE BROKER –
THE SULLIVAN GROUP
MIKE SWAN
GRAPHIC DESIGNER-
BEYONDCOOL
KELLEY WAY
Attorney-
LAW OFFICE OF KELLEY A. WAY
JASON WOOD
VIDEOGRAPHER –
TAKE ONE PRESENTS
Serena Chow
INDEPENDENT Marketing Executive-
MELALEUCA – THE WELLNESS COMPANY
Mary hanson
Financial Advisor-
BLUE DOT WEALTH

REFERAL PROS
RESOURCES

ITEM 1
RPWC APPLICATION FORM

ITEM 2
JIM BARRY GOOD FRIEND AWARD
