Frequently Asked Questions

Does it cost anything to join Referral Book?

Circle Builders are offered an account for free. Circle Builders will be able to recruit Members to join their Referral Circle, and for each Member that joins the Referral Circle, the Builder of that Circle will split the first year’s Membership fee 50/50 with Referral Book.

Members can join a Referral Circle for just $99 per year! Imagine the return on investment that even one good referral will bring, and $99 for the entire year is a great deal. Plus, you’ll be able to easily network with fellow business owners in your area, and this can bring nothing but good synergy and exposure for your business.

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 Circle. 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 Circle 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 Circle 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 Circle Builder responsible for?

To generate great results, having an active Circle Builder is essential. Our Circle Builders have the ability to setup the Circle with geographically centered around a specific ZIP code. Once the Circle’s home location has been set, it cannot be changed.

Circle Builders:

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

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

Well, it depends on a number of questions. First of all, although a Circle Builder is allowed to create a Circle for free, there are costs associated with starting your own Referral Circle. For instance, being a Circle Builder comes with the responsibility of keeping your Circle active, inviting Members who will be actively engaged in the referral process as well as helping others maximize their results. Commonly, Circle Builders are local business leaders, business consultants or coaches who have experience helping others succeed.

Joining an existing Circle is inexpensive and most business owners would be best served by finding an active Circle 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 Circle to remain in that Circle.
  • 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 Circles used?

By allowing only one Member for each Industry Classification Circle, you can rest assured that the Members of your Circle will refer Leads to your business.

However, your involvement in Circle 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 Circle Builder has the ability to add or remove industry classifications as needed. If your business classification is not listed, contact your Circles Circle Builder to inquire about adding your business classification to the Circle.

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 Circle 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 Circle?

Although you cannot move to a different Circle, you are not limited to the number of Circles 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 Circle, give input when asked and participate in Circle 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 Circles 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.
  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.