A 6-week live bootcamp for small firm owners
Beyond Referrals:
Build a marketing system that brings in work without taking over your week.
Six live sessions. One working plan. In 6 weeks you'll know exactly who you want to reach, what to say to them, and the 60-minute weekly routine that keeps it going.
Live on Zoom · Tuesdays from Jan 12, 2027 · [TIME] ET
Limited to 15 firms
Not ready yet? Get the panel takeaways →
Referrals built your firm. They won't scale it.
Most small firms grow on relationships, and that works until it doesn't. A referral source retires. A big matter wraps up. You look at next quarter and can't say where the work will come from.
You know you should market more consistently. But between client work and running the firm, it slips. Your website hasn't changed in years. Your LinkedIn profile reads like a résumé. Events happen, cards get exchanged, and nobody follows up.
The problem isn't effort. It's that there's no system, so marketing only happens when you have spare time. You never have spare time.
In six weeks, you'll have a marketing system you can actually keep up.
Beyond Referrals is a live group bootcamp, not a course you'll never finish. Each week you learn one piece, build it for your own firm during the session, and leave with it done. By Week 6 you'll have:
A clear profile of your ideal clients and the people who refer them
Sharper messaging on your website and LinkedIn that says why you're the obvious choice
A simple follow-up system so inquiries and event contacts don't fall through the cracks
A referral partner map and a plan to stay top of mind
A one-page 90-day marketing plan, plus a 60-minute weekly routine to run it
Built for firm owners who are busy serving clients.
This is for you if:
Your firm has grown mostly through referrals and relationships
You know you should market more consistently, but you don't have the time or a plan
Your website and LinkedIn profile aren't bringing in much
You want a practical plan you'll follow, not more theory
Solo practitioners, small firm owners, and the team member who handles your marketing are all welcome.
This isn't for you if you want someone to do your marketing for you. You'll do the work, with guidance, during the sessions.
One piece of the system each week.
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Know who you're for. Your best clients, the work you want more of, and who refers it.
You'll leave with: A one-page ideal client and referral source profile
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Say it plainly. What makes you the obvious choice, in words clients use.
You’ll leave with: A positioning statement, homepage headline, and updated LinkedIn headline and About section
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Stop losing leads. How inquiries come in, how follow-up happens, and where it breaks.
You’ll leave with: A simple contact and follow-up workflow, plus a short list of tools that fit
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Activate your referral network. Who sends work now, who could, and how to stay top of mind.
You’ll leave with: A referral partner map and a 30-day activation plan
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Make events pay off. Choosing the right rooms and following up after them.
You’ll leave with: An events shortlist and follow-up templates
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Stay visible, sustainably. Showing up consistently without it taking over your week.
You’ll leave with: Your finished 90-day marketing plan and a 60-minute weekly routine
"[Quote: ideally names a specific result, e.g. new clients, a referral partner activated, or time saved each week.]"
— [Name], [Title], [Firm]
Less lecture,
more getting it done.
Each 75-minute session runs the same way:
Teach (30–40 min). Amanda walks through the week's framework with real firm examples.
Build (work time). You apply it to your own firm, right there in the session.
Hot seats. A couple of participants get live feedback on their work. Everyone learns from it.
Commit. You name one action to finish before next week.
Everything included:
6 live 75-minute sessions on Zoom
A worksheet or template every week
Recordings of every session
A small cohort of 10–15 firm owners
Your one-page 90-day marketing plan
About Amanda Berlin:
I'm a Fractional CMO who partners with professional services firms to transform their marketing from a collection of random activities into a strategic system that drives measurable growth.
Over 13 years, I've served more than 200 clients, focusing particularly on firms with complex service offerings that require trust-based marketing. My strategic approach has helped firms:
Generate $500,000 in first-year revenue for a new Fractional CFO firm
Quadruple Q1 revenue year-over-year for a professional training organization through strategic partnership programs
Transform marketing from founder-driven to system-driven for multiple professional services firms
Save Your Seat
Cohort starts [Tuesday, January 12, 2027]. Limited to 15 firms. Enrollment closes Tuesday, January 5.
Pay In Full
$997
Bootcamp
Two Payments of
$499
Bootcamp
Tier 3
$1,297
Bootcamp + 1:1 strategy session with Amanda
FAQs
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Every session is recorded and shared within [24 hours]. You can catch up and bring questions to the next live call.
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The 75-minute live session, plus about [30–60] minutes to finish your one action item. Most of the building happens during the session.
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No. Most of Amanda's clients are small financial firms, but the system works for any small professional services firm that has grown on referrals.
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No. The bootcamp teaches marketing strategy, not regulatory or compliance advice. Run any new marketing through your firm's usual compliance process.
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Yes. Add a team member at checkout for [$297]. It works well if someone else handles your website, LinkedIn, or follow-up.
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No. This is a hands-on program. You'll leave with the plan and the tools to run it yourself or hand it to your team.
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[Full refund if you cancel before the first session on January 12. No refunds after the program begins.]
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Yes. Choose 2 payments of $499 at checkout.