Frequently Asked Questions

Does it cost anything to join Referral Book?

Administrators are offered an account for free; however, all other accounts require a membership to activate services.

For a limited time ONLY: Members can pay monthly for $9.95 per month or save 50% by selecting an annual membership for just $60 per year.

How is Referral Book different than other social media sites?

Referral Book® (RB) is for business owners who would benefit from networking to obtain a consistent stream of new leads. Referral Book is NOT for the average social media user. The major differences are:

  1. Small Membership Fees are required to use our site.
  2. Members are required to submit qualified leads on a monthly basis* or the account will automatically be removed from the group. If your account cancel’s for any reason, any membership fees will be retained by
  3. Members are encouraged to share best practices, documents and even participate in group activities when possible.
  4. Once a member has been enrolled on the site, the industry classification in which the business owner chose will be locked and no additional members will be allowed to request leads in that category.
  5. Lead activity will be tracked and results will be displayed to show the success of each member and group as a whole.
  6. In addition to leads, members will have the ability to share best practices, documents and gain access to valuable business building tools only made available to Referral Book members.
  7. This site will GENERATE LEADS! All you have to do is close the sale.

What is the administrator of the group responsible for?

To generate great results, having an active Group Administrators is essential. Our Group Administrators have the ability to set the group up as a local, city, state or US group. Once the groups location has been set, it cannot be changed. Group Administrators:

  • Can also set the group up as Open (anyone can join) or Closed (by invite only).
  • Can set up group meet-ups and events.
  • Can request to remove a member from the group if the member has posted inappropriate content or comments which can be offensive to other group members.
  • Give basic administrative rights to another group member who will encourage participation in forums and other group activities.
  • Keep the group active and are not required to pay to start a group and not required to submit qualified leads. However, we highly encourage each and every member to participate on a daily basis.

Should I start my own group, or join an existing one?

Well, it depends on a number of questions. First of all, although an administrator is allowed to create a group for free, there are costs associated with starting your own networking group. For instance, being a group administrator comes with the responsibility of keeping your group active, inviting members who will be actively engaged in the lead process as well as helping others maximize their results. Common group leaders are business consultants and coaches who have experience helping others succeed.

Joining an existing group is inexpensive and most business owners would be better served by finding an active group in their local area.

What is meant by ``leads are required?``

  • Members are required to send at least one qualified lead per month to another member in the group to remain in that group.
  • A qualified lead means that the member accepted your lead and marked it as a good lead.
  • Each member account will allow one month within a 12-month period in which no qualified lead was submitted. We refer to this as a “Vacation Month.”

Why are Industry Classification groups used?

By allowing only one member for each Industry Classification Group, you can rest assured that the members of your group will refer leads to your business.

However, your involvement in group activities will significantly improve your chances of capturing quality leads.

What are the Industry Classification Groups?

  • Accountant – CPA
  • Advertising – Magazine
  • Advertising – Newspaper
  • Advertising – Media
  • Advertising Specialties – Products
  • Apartment Locator
  • Air Conditioning / Heating Service
  • Appliance – Sales
  • Appliance – Service
  • Architect
  • Attorney – Business
  • Attorney – Estate
  • Attorney – Family Practice
  • Attorney – Environmental
  • Attorney – Personal Injury
  • Auto Body Shop
  • Auto Leasing
  • Auto Repair
  • Auto Sales
  • Audio Visual Sales
  • Audio Visual Services
  • Banker – Business
  • Banker – Consumer
  • Banker – Mortgage
  • Book – Cover Design
  • Book – Editor
  • Book – Publicist
  • Book – Publisher
  • Book – Writer
  • Bookkeeping Services
  • Brand Specialist
  • Builder – Commercial
  • Builder – Residential
  • Business Broker
  • Business Consultant
  • Business Planning / Design
  • Carpet – Cleaning
  • Carpet – Sales
  • Caterer
  • Cell Phones
  • Chiropractor
  • Coach – Athletic
  • Coach – Business
  • Coach – Life
  • Clothing Sales
  • Computer Networks
  • Computer Sales
  • Computer Services
  • Computer Supplies
  • Computer Software
  • Computer Training
  • Concierge
  • Cosmetics – Skin Care
  • Courier Service
  • Dentist
  • Desk Top Publishing
  • Direct Mail Services
  • Dry Cleaning – Laundry Services
  • Editorial Services – Editor
  • Educational Tutoring
  • Electrician
  • Electronics
  • Energy Services
  • Event Planner
  • Financial Adviser / Planner
  • Flooring / Carpet Sales
  • Florist
  • Food and Beverage
  • Furniture – Home
  • Furniture – Office
  • Funeral Services
  • General Contractor – Residential
  • General Contractor – Commercial
  • Gift Baskets
  • Graphic Design
  • Handyman/woman
  • Health Club
  • Health and Wellness Products
  • Home Inspector
  • Human Resources – Outsourcing
  • Insurance – Commercial
  • Insurance – Health
  • Insurance – Life
  • Insurance – Property and Casualty
  • Insurance – Supplemental
  • Internet Services
  • Interior Design
  • Janitorial Services
  • Jeweler
  • Kitchen Products
  • Hotel / Motel
  • Human Resource Services
  • Lawn Maintenance
  • Landscaper
  • Leasing Agent – Personal
  • Leasing Agent – Business
  • Legal Services Plans
  • Locksmith
  • Mailing / Postal Service
  • Marketing Services
  • Massage Therapist
  • Meeting Planner
  • Merchant Services – Credit Cards
  • Motivational Speaker
  • Moving and Storage
  • Non-Profit Organization
  • Office – Cleaning
  • Office – Supplies
  • Office – Equipment
  • Optometrist
  • Orthodontist
  • Painter
  • Payroll Services
  • Personal Trainer
  • Personnel – Permanent
  • Personnel – Temporary
  • Personal Chef
  • Pest Control Services
  • Photo Copying Services
  • Photographer
  • Physician – General Practice
  • Physician – Various Specialties
  • Printer – Ink Cartridges
  • Physical Therapist
  • Plumber
  • Printing Services
  • Pest Control
  • Pool Sales
  • Pool Maintenance
  • Promotional Products
  • Property Management
  • Psychologist / Psychiatrist
  • Public Relations
  • Real Estate – Appraiser
  • Real Estate – Commercial
  • Real Estate – Residential
  • Recruiter – Commission Sales
  • Recruiter – Employee Staffing
  • Recruiter – Skilled / Technical
  • Restaurant
  • Resume Services
  • Roofer
  • Sales Trainer
  • Salon / Spa
  • Security Systems
  • Signage
  • Skin Care / Cosmetics
  • Spas – Hot Tubs
  • Storage Facility
  • Tax Preparation / Services
  • Telephone – Cell Phones
  • Telephone – Equipment
  • Telephone – Long Distance
  • Telephone Services
  • Title Company
  • Transportation Services
  • Travel Agent
  • Veterinarian
  • Web – Blogging
  • Web – Design
  • Web – Hosting
  • Window Treatments
  • Water and Air Purifier


What if my industry classification is not listed?

The account administrator has the ability to add or remove industry classifications as needed. If your business classification is not listed, contact your groups account administrator to inquire about adding your business classification to the group.

What happens if my account cancels?

If you account cancels for any reason, all membership dues will be forfeited and retained by the site. There are no exceptions and no refunds allowed.

Can I get a refund for my account?

Our goal was to build a site that generates great results at the lowest rate possible. The only way we can keep costs down was to fully automate every process in our system.

Membership dues retained help our small staff help us continue to invest in the technology needed to deliver an outstanding product for you to enjoy!

What support is offered to the members?

We rely on active users to share best practices and ideas in our Online Community. A group of certified business coaches will routinely answer questions about the site as well as support for your small business.

Can I move to a different group?

Although you cannot move to a different group, you are not limited to the number of groups you wish to enroll.

How can I improve my chances of receiving quality leads?

There are a number of ways you can improve your chances, including:

  • Take time to develop your business profile. Let your contacts know what a quality lead looks like to you.
  • Get involved! Don’t sit back and wait for leads, post in the group, give input when asked and participate in group activities.
  • Refer leads yourself! Zig Ziglar was famous for saying, “If you give enough people what they want, you will get what you want.”
  • Upload helpful forms and documents to share with others.
  • Lead discussion groups in the chat room.
  • Become an expert in your field.
  • Write a book to build your brand!

How do I add ```` to my Safe Senders list?

If you created an account with Referral Book, but cannot find your Welcome email in your in box, you may need to check your Spam folder before creating a new account.

  • Select Actions from the toolbar at the top of the screen.
  • Select Junk E-mail.
  • Select Junk E-mail Options…
  • Click the Safe Sender tab.
  • Click Add.
  • Type in the email address you wish to add to your safe sender list.
  • Click OK.


Outlook provides a Safe Senders list that allows you to specify which email addresses and whole domains from which you want to receive email.

The Safe Senders list will prevent emails received from the email addresses in the list from going to your Spam folder. We will show you how to access the Safe Senders list and add email addresses to it. You can also add entire domains (e.g., to the list.

  1. To begin, click Junk in the delete section of the Home tab and select Junk E-mail Options from the drop-down menu.Safe Senders List
  2. On the Junk E-mail Options dialog box, click the Safe Senders tab, then click Add.
  3. On the Add address or domain dialog box, enter an email address or a domain name in the edit box and click OK.
  4. Click Add for every email address and domain name you want to add to the list. Click OK when you are finished.