Referrals Done Right

#93 - How Culture, Consistency, and Community Built Coach P with David Peterson


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David Peterson—better known as Coach P—joins Scott to unpack how a Zoom call born out of pandemic necessity exploded into a powerful coaching movement that's reshaped the way agents grow, lead, and connect. In this candid conversation, David reflects on the growth of Coach P, the power of community, and why culture—not commissions—is what drives real results.


🔥 What you’ll learn:

  • How a makeshift virtual meeting during COVID became one of the most impactful coaching platforms in the industry
  • Why creating a culture of love, trust, and recognition is David’s #1 job as a leader
  • How Coach P is using AI, video libraries, and real-time roleplay to build better teams
  • Why some agents thrive—and others burn out—even when given the same tools
  • How David uses hugs, trips, and leaderboard motivation to build deep, lasting relationships with his people


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Whether you're leading a team, building an agency, or just trying to level up, this episode is a masterclass in leadership with heart.


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Episode Markers:
(0:00) - Scott's Intro
(0:55) - How Coach P Started: From COVID Calls to Coaching Movement
(2:35) - Evolution: Building Structure, Incorporating Team Voices, and Using AI
(4:30) - Community, Connection & the Power of the Leaderboard
(7:25) - The Most Fulfilling Moments of the Journey
(8:20) - The Frustration of Wanting Success More Than Others Do
(10:30) - Best Practices for New Members of Coach P
(12:10) - Why Reminders Matter Just as Much as New Ideas
(14:10) - The Real Role of an Agency Owner: Building Culture
(17:00) - Incentives, Life-Changing Trips & Unexpected Gifts
(18:35) - Leadership Through Human Connection and Physical Presence
(22:20) - What Keeps Coach P Motivated to Keep Growing
(24:00) - Why the Work is Never Done in Insurance
(25:20) - Leveling Up: Seeking New Circles That Push You


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Scott Grates' Links:
Referrals Done Right Book Pre Sales - https://www.referralsdonerightbook.com
Referrals Done Right FB Group - https://www.facebook.com/groups/296359076662332
Insurance Agency Optimization - https://www.agencyoptimization.com
Scott Grates Website - https://www.scottgrates.com
Love Living Local  - https://www.instagram.com/lovelivinglocal315
Scott's FB - https://www.facebook.com/scott.grates.1
Instagram - https://www.instagram.com/scottgrates
TikTok - https://www.tiktok.com/@scott.grates

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David Peterson's Links:
Website - https://www.coachpconsulting.com
Business IG - https://www.instagram.com/coach_p_consulting
Personal IG - https://www.instagram.com/savingwithdavid
Facebook https://www.facebook.com/CoachPConsulting

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Referrals Done RightBy Scott Grates

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