Stacey Brown Randall introduces a straightforward method for monitoring referrals that requires no complex CRM or database system. With just a basic Excel spreadsheet or Google Doc, Stacey recommends four essential columns: date, prospect's name, source, and outcome.

The "source" category encompasses a wide range of channels, from Facebook ads and networking events to specific referral sources' names or even LinkedIn followers. Meanwhile, the "outcome" field serves to indicate whether the prospect converted into a client, or if applicable, the associated revenue.

By implementing this uncomplicated tracking system, business owners gain valuable insights into the most effective referral sources, ultimately streamlining their approach to generating referrals. Tune in now to learn this practical technique and elevate your referral game!

Episode Highlight:

02:24 - Any of the applications for people to work with me, they have to tell me, "How did you hear about Stacey?" It's a standard question that's required. And sometimes they don't know, and so we take, "I don't know." That's fine, but you should be asking those questions through your processes. Or just when you're in that first conversation with a prospect, you could be like, "Hey, by the way, I don't think I know this, but how did you hear about me?" It's a simple question. Most people kind of expect it, but tracking it should be super simple. So, we're talking about four columns in an Excel spreadsheet or a Google spreadsheet. What I'm looking for is the date. I think it's important that you track the date. Now, one of the reasons why I tell my folks to track the date that that prospect entered their world is because you're not going to close every prospect. And we teach a strategy inside our coaching program at the beginning of every year. We remind our coaching clients exactly how you go back to anyone referred to you the year before that didn't become a client and the correct way to follow up.

Ready to Master Your Mindset, Mission, and Message?

If today’s episode spoke to you, don’t just listen—step behind the curtain and join the Journey Feed.

Inside the Journey Feed, you’ll get:

1. Unfiltered Mentorship Notes – Straight talk, “Elzisms,” and faith-driven insights to help you align purpose and profit.
2. Backstage Access – Go behind the scenes of the Journey to Mastery movement with raw lessons, unseen stories, and deeper context.
3. Focus Prompts & Reflections – Practical tools to help you lead with intention and master your week.
4. Private Invites – Be first to join Fix Your Focus challenges, workshops, and live experiences.
5. Exclusive Content – Access behind-the-scenes stories and lessons from my journey of building Kingdom-first ventures.

Go Deeper With The Flame Starter Book

Take the next step and grab Flame Starter: The Art of Self-Mastery — your guide to living In Purpose. On Purpose.™

Support The Mission

If the Journey to Mastery podcast has helped you grow, consider contributing to help us continue creating faith-centered tools, resources, and conversations for kingdom entrepreneurs like you. I am an independent podcaster and your support helps keep me going.

Contact Stacey Brown Randall

Website

LinkedIn