Build a referral business without paying for advertising
The Accounts Pyramid® is a trademarked form and process developed by Ultimate Business Partners. It’s built to help a Realtor grow to $10 million in closings without spending money on advertising, by building your sphere of influence and connecting you with local referral partners who send business again and again.
The four levels
Channel Accounts
A person or company you close an average of one deal per month with.
Accounts
A person or company you close at least four deals per year with.
Top 50
Someone who has referred you, and you close up to three deals per year with.
Prospects
The people you’re actively approaching and targeting to meet.
All levels use a 12 month average. Close a fourth deal with a Top 50 partner and they move up to an Account. Reach 12 and they become a Channel Account.
How we help you grow it
- 1
Create your pyramid
We sort your sphere and current partners into the four levels, so you see exactly where your business comes from.
- 2
Work your pyramid
We help you identify the local business partners worth meeting and give you scripts for what to say to each one.
- 3
Build it out
Move relationships up the pyramid, prospects into Top 50, Top 50 into Accounts, Accounts into Channel Accounts, with a weekly plan and coaching to keep it moving.
The result you’re building toward: a steady stream of referrals without spending a dime on advertising.
The Accounts Pyramid® Cleanse
Once a quarter, you review every referral partner on your pyramid. For each one, you look at two things: your market share, meaning how much of their business comes to you, and the fun factor, meaning how much you enjoy working together. Then you choose specific UBP tactics to deepen the relationship, earn more referrals, and get introduced to the other referral partners they know.
The Cleanse is also the time to let go of partners who aren’t a good fit, so your time goes to the relationships that grow. Loan Officers and Realtors both run it.
A Realtor’s first result
“I used the Accounts Pyramid to connect with a local business attorney, and that relationship is already turning into a great referral partnership.”
Questions
Who makes a good referral partner for a Realtor?
Local businesses whose clients buy and sell homes: attorneys, financial advisors, CPAs, insurance agents, and more. We help you choose the right ones for your market.
Is the Accounts Pyramid® a CRM?
No. It’s a relationship development method. A CRM can hold the records and reminders, but the Accounts Pyramid® decides who matters most and what you do next.
What is the Accounts Pyramid® Cleanse?
A quarterly review of every referral partner. You score your market share and the fun factor, plan UBP tactics to grow each relationship, and let go of partners who aren’t a good fit. Loan Officers and Realtors both use it.
Do Loan Officers use it too?
Yes. The method is the same. A Loan Officer’s partners are Realtors and other local referral sources.
How does it connect to the Lighthouse?
The Lighthouse researches local referral partners and gives you scripts to reach them. The Accounts Pyramid® organizes those relationships and grows them over time.
Ready to build your pyramid?
Tell us about your referral network and where you want to grow.