Connect
Social and real-world engagement that fills the CRM without cold calls.
Referral Boss
The referral system that works — even if you hate cold calling.
Train virtual assistants to get more referrals, powered by AI and the Circle Method. Built for mortgage and real estate. Used by 500+ companies. 900+ tasks preloaded.
The Circle Method
Invite
Workshops, challenges, lead magnets, discovery calls — done for you.
Relationship
Trust first. Sales resistance drops when you're not pitching every touch.
Collaborate
Events and projects with the partners who actually send business.
Lead
Turn the circle into opportunities you can close this month.
Evolve
Automate the follow-up. Repeat. That's the 2-minutes-a-week version.
Connect
30-day program to grow CRM and social connections.
Invite
Done-for-you invites to workshops, challenges, and calls.
Circle
Full-service scale with a fractional CMO and team.
Podcast
Ep 28
The $5,000 workshop system that got one realtor zero leads
Ep 27
How a 9-second TikTok built a $300M mortgage pipeline — Scott Betley
Ep 26
Why my $0 spreadsheet beats every CRM I've ever used
Questions? keith@keithgo.com · (615) 955-0461