🀝 Feeder-Market Referral Playbook

The Rich Group Β· CA & HI agents β†’ your Las Vegas referrals
β€œI'm the Vegas partner for CA/HI agents whose clients are cashing out equity into a no-income-tax market β€” white-glove for your client, your 25%, and I make you look good.”
It's a referral exchange, not an ask. Reciprocity is the #1 driver — you send Vegas→CA/HI clients first, and referrals flow back. Your edge: a full team (their client never gets dropped), builder relationships (DR Horton — new construction suits relocating buyers), and the no-state-income-tax story.

1 Β· The Numbers

measure the lever daily, the outcome weekly
MetricTargetNotes
Outreach touches / day5–10The lever you control β€” log each as +1 DMs on the tracker.
Active conversations2–3Reply β†’ real back-and-forth.
Partners secured / week1–2The outcome. β‰ˆ your KPI of 6/month.
Referred deals received / mo3The money result.
⚠️ Chase outreach, not closes. A daily partner quota just turns into spam. And pace the warm ones β€” send 3–5 personalized DMs/day to agents who already know you; save the volume for cold outreach.

2 Β· The Messages

tap Copy Β· swap the [gold] bits per agent
BestπŸ₯‡ Give-firstlead with a referral TO them
Hey [name]! Might be random but I've got a client relocating to [city] and you're the first person I thought of β€” your feed's got the kind of care I'd want for them. Can I intro you two? And honestly we should know each other anyway β€” I'm the Vegas guy, and so many of your California folks land out here.
Warm openermutual / they follow you
Hey [name]! Been quietly enjoying your content β€” you clearly love your people, that's my whole thing too. I'm the Vegas guy, and a ton of your California clients end up out here (equity moves, retirees, priced-out buyers). I'd love to be the person you trust with them β€” and I'll always send folks back your way. Can I earn a spot in your phone?
You-follow openerengage on a post first, then DM
Hey [name] β€” I actually follow your stuff already, big fan of how you show up for your clients. I'm a Vegas agent and a real chunk of my world is Californians moving out here. I'd rather your people land with someone who'll treat them like you would than get lost in the shuffle. Would love a two-way street β€” you good to connect?
Follow-upno reply in 4–5 days
Hey [name], no worries if you're slammed β€” just didn't want this to slip. Even a simple β€œI've got your back in Vegas, you've got mine in [city]” means a lot πŸ™
Close + agreementonce they're in
Love it, [name]. I'll make this dead simple and take great care of your person: 25% to you, I keep you looped every step so you look like a hero to your client, and you're my first call anytime someone's headed your way. Want me to send a quick one-pager so we're locked in?

3 Β· The Workflow

on the tracker tile
Identifiedβ†’ Connectedβ†’ Agreement ⭐ counts to KPIβ†’ Sent a dealβ†’ Reciprocated
  • Send a DM β†’ tap +1 DMs.
  • They reply / real convo β†’ advance to Connected.
  • They agree to partner β†’ Agreement (auto-counts toward your 6/mo KPI).
  • You owe them a send-first referral β†’ Sent a deal β†’ Reciprocated (the goal state β€” that's who keeps sending you business).

4 Β· Accelerants

what actually moves the needle
🎁 Give first
Route every Vegas→CA/HI client to a partner. The debt comes back as referrals — it's the highest-converting move you have.
πŸ” Reverse-referral mining
Ask your past Vegas clients who came from CA/HI who their old agent was. Instant warm intros.
🧊 Make it frictionless
25% fee, a ready one-pager, sub-24h response, and proactive updates so they look good to their client. The referral experience IS the product.
πŸ“² Content they reshare
β€œYour equity, translated” reels ($900k San Diego = this in Summerlin). When your content becomes their tool, they connect with you.

5 Β· Where to Aim

your list, right now
πŸŒ† San Diego is your lane. 17 of your first 49 agents are SD β€” that's the biggest migration corridor into Vegas. Point your content and outreach there first.

Start with your 9 warm ones (they already know you): the 5 mutuals + 4 who follow you. Highest reply rate, fastest first wins. Everyone else, engage on a post before you DM.
β†’ Open the Referral Partners sheet β†’ Dashboard Tip: β€œCopy” drops the message on your clipboard β€” paste into IG, swap the [name]/[city].