In this episode of the Opollo Podcast, Steven Morey sits down with Derek Morgan, the brain behind Referral Marketing Ideas and creator of the Referral Marketing Formula - a proven framework helping business owners tap into their existing networks to generate consistent, high-quality leads without relying on cold outreach.

With over 30 years of sales experience across financial services, tech startups, and enterprise sales, Derek knows firsthand how painful and unproductive the traditional lead generation grind can be. That’s why he built a system to make referrals scalable, predictable, and profitable.

🔥 What You’ll Learn:

✔ The Big Missed Opportunity

Why most businesses ignore their biggest growth lever: the existing relationships in their CRM, customer base, and vendor networks—and how to activate them.

✔ Referrals vs. Referral Marketing

Random “word-of-mouth” referrals aren’t a growth strategy. Derek breaks down how to build a referral engine that delivers consistent leads.

✔ How to Turn Clients Into Deal-Making Connectors

Derek’s referral-first mindset shows you how to approach client conversations so you can unlock vendor, advisor, and supplier networks—with zero awkwardness.

✔ Real ROI from Two Coffees

Hear how one follow-up reactivated a dormant contact and led to $11.2M in business. The opportunity cost of not following up might be the most expensive part of your sales strategy.

✔ Why TSPs (Not Just MSPs) Win Big With This Model

Learn how forward-thinking MSPs moving toward a Technology Service Provider (TSP) model can use referrals to become growth partners—not just service vendors.

Featured Guest: Derek Morgan

Derek is the founder of Referral Marketing Ideas and creator of the Referral Marketing Formula, a system designed to help small and medium-sized businesses build revenue-generating partnership networks.

He’s also the creator of the Partnerships Builder Fast Start Program ($97 USD), which gives you step-by-step training, tools, and nine custom AI prompts to launch a referral program in days, not months.

Bonus: Affiliates can also promote the program and earn commissions of up to 50%. Learn more here:

👉 Affiliate Program Info

👉 Apply to be an Affiliate