The Nearbound Navigator

Your shortcut to growth through referrals and partnerships.
Simplify today, Scale tomorrow

In a world of costly outbound and dwindling response rates your best new business hope is the same as it’s always been: real human connection.

People do business with people they know, like & trust - and word of mouth, partnerships & referrals, Nearbound, is the channel that delivers this above any other.

You already know this, just as you know referred leads close more often, close quicker, spend more, stay longer, and are typically you favourite clients to work with.

But your stuck on how to scale this channel.

Mastering the art of nearbound starts with knowing which way you’re facing.

The Nearbound Navigator is a short sharp process that orients you and sets your direction of travel, allowing you to focus your time & efforts on the biggest commercial impact

NOW - Clarity on what closest to you, and how you can implement quickly with partners, clients, and / or your wider network to achieve immediate results.

NEXT - The opportunities and hurdles on the horizon and what you need to do about them

SCALE - Complete framework detailing each step to scale your nearbound channel to wherever your journey is headed

How can I use the time?


The Nearbound Navigator can act as a one session for you to get some highly practical advice, a gateway for onward flexible support or as a toe in the water before commiting to a larger project with me. Whatever your reason, there's three main ways that you can use it.

  • Partnerships

    Is there a specific challenge causing you pain right now? Maybe how you activate partners, or even understanding who your ideal partners are in the first place?

    Maybe there's an opportunity to realise, a co-marketing campaign or product integration.

    Or it could be that taking a n overview of the whole DANCE partnership framework would deliver the clarity you need.

  • Client Referrals

    Is their a mind set block around asking for referrals from clients and your network you’d like to work through?

    Or a practical skill; like when to ask, or how to ask in an intentional but non salesy way?

    Maybe it’s system & process related or campaign driven, mapping your network to see where the immediate opportunities for introductions lie.

  • Prioritisation

    For when you're not sure on whether partnerships or client referrals are the right place to start.

    We can spend the time to identify where moneys being left on the table, what the biggest opportunities are, and also the barriers to those.

    Giving you clarity on the logical next steps for your business based on your goals.

The Process


It’s a fast but thorough 3-stage process, with nearly 2 hours of 121 time, including a 1 hour strategy session that can be held online or in person.

Costs & Output


The Nearbound Navigator is just £500 +VAT

For that you’ll receive absolute clarity on your strategy, issue, or opportunity and a clear actionable route forwards.

You’ll get a roadmap with what to do now, what to do next, and any red flags to be resolved.

And you’ll also receive a full framework document, with accompanying worksheets, that means you can build and scale and full Nearbound channel yourself if you choose.

So, my final question is..

What’s one, brilliant, actioned piece of advice worth to your business?

Book Your Orientation Call Now

Testimonials


Adam Pearce
Co-Founder, Blend Commerce

Sometimes it’s hard to see the wood for the trees. Adam Pearce, co-founder of both Blend Commerce (a multi award winning CRO agency) and the Ecom Collab Club (a thriving community of agencies, brands, and tech partners), has a brilliant network and range of partners - but he was struggling to make the most of them.

In July he went through the Nearbound Navigator process. We quickly mapped out his ecosystem and got him excited about partnerships again. Six weeks later, I had a voicemail from him, he’d landed his first piece of work using the new engagement process we’d set up. That one project meant a 700% ROI based on his entry product, with a far larger likely upsell.

‘‘After running an agency for nearly a decade, I needed a fresh perspective on partnerships, and Dave was the MAN!

Not only did he take me out of the standard mindset, he's actually got me excited about partnerships again for my agency.

If you're feeling like partnerships isn't working like it used to for your agency, have a chat with Dave. Oh, and BTW, he can CHAT.’’

Next Steps


The quicker we get going, the quicker you can see the benefits, so book your orientation call below and we can get going.

Need a bit more info?

There’s some more information about both my frameworks, and also my background below - or feel free to get in touch with any questions, I’d love to hear from you.

Lets get third parties started

Book Your Orientation Call

The Collaboration Junkie Frameworks

Whilst both fall under Nearbound, or word of mouth, the referral strategy for partners compared to your clients and wider network is a different, nuanced one. So I’ve developed two unique frameworks, tried and tested over many years of scaling my own businesses this way, and then helping hundreds of others do the same. Both with the foundational principle of putting process behind the scenes, but keeping relationships at genuine human connection at the very core.

Strategic Partnerships


Work on this channel will be based around my DANCE framework, which helps turn these relationships from friendly handshakes into something structured and scaleable. It consists of 5 different routines, each with their own steps. It’s been honed over many years of practical, on the floor, experience. Based on some big success, but then also mistakes either made or, more often than not, witnessed when scaling my own partnership focussed agency.

  • There’s 3 main things to think about here and it sets up everything else that we work on:

    Why are you partnering? We need to be crystal clear on the outcome you’re looking to achieve. How highly qualified do you need the leads to be, and at what volume?

    We need to know what a successful partner program looks like for you so we can help you achieve it.

    Who’s your ideal client? Again, we need to be as specific as possible, if we don’t know who your ideal (or chosen target) client is, how can we uncover who the perfect partner is?

    Who are your Perfect Partners? It’s not about saying we won’t work with anyone else, but about really identifying where we focus our proactive efforts. Where they’ll pass the right quality of lead, at the right volume, and at the right time. It’s much more than just having the right audience for you; it’s about the nature of their relationship, how they communicate, their values, and so much more.

    We’ll not only uncover who they are, but also your unique Partner Value Proposition which allows you to engage with potential partners quickly and effortlessly before implementing the rest of the framework with ease - ensuring the success you’re looking for.

  • For a partnership programme to flourish, and then scale, you need to ensure you have the behind the scenes set up in order. From internal systems, software and personnel, to the structure of your agreements - covering things like how we reward your partners.

    We’ll make sure no stone is left unturned so you can be sure of delivering a consistent level of service to your partners.

    The simple things really do matter, get this wrong and your partners will immediately lose trust, get it right and you’ll have partners for life.

    You may not be ready to have everything in place on day one, but we’ll ensure there’s a road map to best in class that will serve you well along the way.

  • Your partners could become as important to the future of your business as your most key clients, so we need to make sure you treat them as such.

    Communication is key and we’ll look at the various channels each partner type will need to ensure a rock solid relationship is formed that only builds over time.

    From setting expectations at outset, and a seamless onboarding process; to reviews and regular updates that keep you front of mind, and the partnership moving in the right direction.

    It’s about getting the right mix of automation and personal contact. Functional messages and value add communications. Formal reviews or forming relationships.

    We’ll ensure your partners are left feeling loved, valued, and informed; so that when they’re approached by other potential partners there’s not even a thought in their mind about working with anyone but you.

  • A successful partnership doesn’t just happen. You need to help your partners connect their audience to you. Do the heavy lifting, make it easy for them, and you’ll reap the rewards.

    Don’t, and you may well find your partnership experience an underwhelming one.

    Depending on the partner and how they engage with their audience you’ll need to provide the right level of support.

    Is this internal marketing support?

    Partner facing materials where you share the benefit of your experience to enhance the ability of the partner and their team to refer you.

    Or

    Is it external, customer facing support?

    All the materials and activities your partners may need to connect you with their audience through successful co-marketing campaigns.

    From static materials like sales emails, to more immersive experiences like events.

    -

    We’ll look at all this and more, including how you can integrate part of your offering into your partners own processes so the lead generation process happens seamlessly and repeatedly.

  • With confidence in your partnership offering, and the road map to an even stronger programme, it’s time to build your partner acquisition strategy.

    Using the partner value propositions we identified during the Discovery stage we’ll cover how to get your first partners on board, how to then leverage them and your network to grow your partner base, before looking at advanced strategies to scale your programme when the time is right.

    Within this we’ll look at the supporting materials and messaging required - but by this point it’s all systems go.

    Our simple 3 step process will provide you with all the partner leads you need to grow your programme and your business.

Client & Network Referrals


All about helping your existing and previous happy clients, and your wider audience, to help you - because they do want to.

Key to this is building a culture of referrals within your business. Referrals is a customer success activity, not just a sales one. This comes from tackling any people issues with blocks around requesting, receiving and responding to referrals, and then the systems and processes that help embed these behaviours so that it becomes second nature.

Here’s the framework:

  • Understanding any individual blocks around being pro-active in asking for introductions & reframing the mindset to remove ‘the ick’.

    Also recognising the drivers of why people refer in order to be able to engage with them in a more meaningful and value based way.

  • Looking at the range of people available to us. Identifying the low hanging fruit and discovering new opportunities for growth through people as yet untapped.

  • how to humanise your requests so referrals feels comfortable for all.

    You’ll learn the specific ways to make it easy for your would be introducers to refer you - all done in a completely human way (People refer you for what you do, not what you sell)

    We’ll look at simple ways to be super specific without being salesy - great for immediate introductions.

    And we’ll also discover your situational niches - the new way of looking at referrals that makes them all about solving problems not just sales funnels. This is the key to receiving consistent introductions to not only your ideal clients, but ones that are ready to use your services. 

  • Understanding the right time to ask (hint: it’s often much earlier than you think).

    Working through your customer journey, starting from their first contact with you, to pinpoint the ideal times that referrals could be requested and highlight new opportunities to add value and create the ‘wow’ moments that facilitate introductions.

    We’ll also look at the supporting messages and content that back up the personal requests to help build a culture of referrals both internally and with your audience.

  • The words we use are everything - for both us and the people on the receiving end.  We’ll work on the tones and tactics to use in each different scenario - both from an ongoing perspective, but also looking at specific campaigns that can be run for some quick wins (be that broadcast messages or personal contact).

    This is also where we look at the systems and processes that sit behind the human first approach. How are referrals being tracked, followed up on, and the culture embedded.

More About Dave


I’m Dave Plunkett – the Collaboration Junkie – and I’ve been building business through partnerships and referrals for over 20 years, including growing my business membership organisation to 2000 members.

I then ran a customer engagement & lead gen agency with reach of over 1m businesses, working with global brands to deliver close to 100K leads for the likes of:

In February 2020 I set up Collaboration Junkie and have supported over 700 businesses to help them better structure their Nearbound strategy.

I’ve worked with business of all sizes and so I know what works, and what doesn’t, and use that experience to guide you to the quickest route to high quality leads through third party introductions.

  • Connection, Connection, Connection. It’s what the world needs more then ever and it’s why I do what I do.

    Over the course of my career, I’ve developed hundreds of partnerships and made or received thousands of partnerships.

    From growing my own membership organisation to 2000 members almost entirely through referrals and strategic partnerships, to providing access to the SME market for global brands such as Regus & Volvo, reaching nearly 1 million business owners along the way.

    My previous business was a customer engagement agency that helped connect business services providers to their target market by working with organisations that already had a community of their audience. Facilitating all the marketing support to make sure the right quality of leads were provided at the right time, in a way that added value to all concerned. Whether it be with big global brands or new start ups, tailored introductions or prospects at scale (we delivered over 10,000 leads to our digital marketing partner over a 2 year period) I offer experience of lead generation partnerships from both sides of the coin.

    And not all that experience has been positive. I learned as much from the mistakes made or witnessed as the successes. I've learned the hard way so you don't have to.

    In 2020 (pre COVID) Collaboration Junkie was born. Helping ambitious business owners leverage their credibility to get high quality leads, on a consistent basis, from trusted 3rd parties - making Lead Generation an enjoyable process!

    Over the last 5.1/2 years I've worked directly with well over 100 business owners and their teams, the majority being in the agency space.

    Our sweet spot is successful businesses, who value relationships and require high degrees of trust in the sales process (just like agencies, advisors, and professional services). They’re looking for their next stage of growth - leveraging their brilliant reputation within their chosen sector to build exciting partnerships, and a culture of referrals within their teams, that means introductions from both partners and clients scales alongside the business.

    Oh, and I have a strict no dickhead policy :)

    Want to know a bit more about Dave as a person? Click here!