Professional association members networking in a large, well-lit conference hall with premium decor and organized seating

Group Access

For Membership
Organizations

Bring the referral engine course to your entire membership. Group licensing, custom onboarding, and a curriculum that fits professional associations and networks.

Group of professional association members in discussion at a well-organized networking event

Why This Works for Groups

Referrals Within
Your Network

Membership organizations are referral networks by nature. Members share clients, refer to each other, and build professional reputations within a trusted community. What most organizations lack is a shared language and system for making those referrals consistent.

When all members complete the same course, they use the same frameworks. They understand how to ask, how to respond, and how to maintain the relationships that make referrals flow. The result is a more active, more interconnected membership.

The group licensing option includes a custom onboarding session where we walk through the course structure with your leadership team and answer questions about how to roll it out to your membership effectively.

Group License Features

What Group Access Includes

Unlimited Seat Access

Group licenses cover all current members. New members added during the license period receive access automatically. No per-seat counting or complicated provisioning.

Custom Onboarding Session

A live session with your leadership team or membership coordinator to walk through the curriculum, answer questions, and plan the rollout to your members.

Co-Branded Materials

Key course materials can be co-branded with your organization's identity. Members receive materials that feel like an extension of your membership value, not a third-party product.

Progress Reporting

Organization administrators receive aggregate completion data so you can see how your membership is engaging with the course and follow up with members who have not yet started.

Annual Renewal Option

Group licenses renew annually. Renewal includes access to any course updates made during the year, ensuring your members always have current scripts and templates.

Dedicated Support Contact

Group license holders have a direct support contact for technical questions and member access issues. You are not routed through a general support queue.

Who Uses Group Licensing

Organizations That Have Used
This Approach

Professional Associations

Bar associations, accounting societies, financial planning chapters, and similar professional groups where members are independent practitioners who share a professional identity and client base.

Chamber of Commerce Networks

Regional chambers and business improvement districts where the primary value proposition is member-to-member referrals and local business networking.

Mastermind and Peer Groups

Curated groups of non-competing service professionals who meet regularly and want to formalize how they refer clients to each other.

Alumni Business Networks

University alumni associations and school-based professional networks where the shared background creates trust and the referral opportunity is significant but underutilized.

Bring the Course to Your Membership

Inquire About Group Access

For MembershipOrganizations

Referrals WithinYour Network