Steady clients start with the right partners.
Partnership DNA is a two-session virtual workshop where you build a referral system around your own relationships, live, so clients keep coming.
October 28 & November 4, 2026 | 2:00 PM ET | Live on Zoom
The Arc of the SERIES
Two sessions, one working system.
Built live over two weeks, with live coaching throughout.
SPEND TIME ON THE RIGHT PARTNERS
Leave knowing which relationships are structural and which are situational, so you put your energy into the five partners most likely to send you business.
WALK INTO CONVERSATIONS READY
Build a framework from your own relationships, so you know what to say when a partner is ready to introduce you, and they know what to say.
KNOW WHERE EVERY PARTNER STANDS
See a seven-stage referral pipeline in action and take home a builder to set up your own, so your pipeline lives in a system instead of in your head.
The less-is-more approach to growth
A year-long cohort for established B2B consultants who want sustainable, consistent revenue.
What you'll walk away with
You'll build your own system, live.
With live coaching. We'll walk you through it every step of the way.
KNOW EXACTLY WHO TO SEND YOUR WAY
You'll leave with a completed Partner Referral Sheet that tells your partners exactly who your ideal client is and what to listen for, so every introduction they make is the right one.
KNOW WHO YOUR PARTNERS ACTUALLY ARE
You'll leave able to name your five most important referral relationships with confidence, backed by a completed activation map that separates who's situational from who's structural, so your energy goes to the right people.
HAVE THE CONVERSATION THAT ACTUALLY MOVES THINGS FORWARD
You'll build a conversation framework from your own relationships, ready to use the next time you sit down with a partner: the kind of conversation built to lead somewhere.
TRACK EVERY PARTNER, KNOW WHAT'S NEXT
You'll leave with a builder to set up your own tracking system in the tool you already use, after seeing a seven-stage referral pipeline in action, so you know exactly where every partner stands and what to do next.
Why this WORKSHOP exists
Your relationships are an asset.
This is how you turn them into steady clients.
You already have people who could send you business, and some do when the timing lines up. That's why your pipeline has good months and slow months. This workshop is where you build structure around those relationships: which ones deserve deliberate investment, what to say when someone signals they need you, and how to track exactly where every partner stands. With that in place, the right people keep sending you clients, in busy and slow months.
what the SESSIONS cover
Three working blocks.
Each one pairs a short concept explanation with real build time and live coaching.
PARTNER
ACTIVATION MAP
Do you know which relationships are structural, and where your energy should go?
You'll map your network into tiers, using an AI-guided process built around your own Partner Referral Sheet, and land on a first-pass read of who belongs where.
PARTNER CONVERSATION FRAMEWORK
When a partner is ready to introduce you, do you know exactly what to say, and do they?
You'll build a real conversation framework from your own relationships, then workshop it live with the group.
TRACKING
SYSTEM + BUILDER
Is your referral pipeline living in a system, or in your head?
You'll walk through a seven-stage pipeline built specifically for referral partnerships, then get the builder to create your own version in whatever tool you already use.
Who this is for
It's designed for established consultants, coaches, and advisors with real referral relationships and real expertise.
If your best clients already come through people you know, but not as steadily as you'd like, and you're ready to know exactly who your top five partners are, this is built for you.
What people are saying
Lisa McGuire
Category of Only™
You've taken the idea of nurturing a lead and applied it to how you invite people to be referral partners. I've seen it in action, and almost nobody does it as intentionally as you teach. When you're on the receiving end, it feels really good. And when you deploy it with partners, it’s wildly effective.
Daryl Seager
TechCoach
Everything here is stuff I didn’t know I needed to build for an effective referral system. This is incredible. It's so useful to see what it looks like when a system is actually in place.
Rick Handley
Digital Self-Defense℠
My pipeline is a lot deeper than it used to be, but my referral process was ad hoc with little structure behind it. The workshop opened my eyes to scaling referral partner opportunities by making it simple for them to refer me; something I hadn't even considered.
YOUR HOSTS
Dana & Alex
Dana Casto
Founder of Whispr Strategic Marketing
and creator of GapFinder™
Alex Kuhn
Founder of All In Worldwide™
Dana Casto founded Whispr Strategic Marketing and created GapFinder™. He works with consultants who've built real businesses and are ready to make growth repeatable, diagnosing exactly where the system breaks down and building the structure to fix it. Recent work includes a sales pipeline pacing 48% ahead of annual goals and 15% above long-term trends, a campaign approach that converted 64% of contacts to leads, and a seven-figure business built through partnerships.
Alex Kuhn is the go-to voice for entrepreneurs building powerful personal brands through partnerships, relationships, and simply being themselves. Having personally worked with 300+ clients, built an audience of 150,000+, and been featured in Forbes and Entrepreneur, Alex and his clients have generated millions in revenue across 21 unique program styles. His work turns expertise, reputation, and relationships into real wealth, freedom, and a business filled with clients who love working with him.
Together, they're running this workshop the way they'd want to attend it:
Hands-on
Specific and focused
Built around what actually brings in steady clients
Event Details
Partnership DNA
WHEN
Wednesday, October 28, 2026
Wednesday, November 4, 2026
2:00 PM - 4:30 PM ET
LOCATION
Live on Zoom
Link sent on registration
PRICE
$500 per seat, covering both sessions.
Led by Dana and Alex, this two-session workshop gives consultants, coaches, and advisors a real system for turning relationships into steady clients, built live around your own network.
WHAT'S INCLUDED
Both live sessions, a recording of each session available for two weeks, and all worksheets and guides (digital).
WHAT TO BRING
A computer, your favorite AI tool, the names of the people who refer you now, and a working camera.
Questions you might be asking...
What happens after I register?
You'll get a confirmation email with what to bring and your Zoom link. Offer details are sent separately ahead of the event.
How does the workshop work?
This is a working session across two live sessions on Zoom. You'll build your own partner referral sheet, partner activation map, and conversation framework live, with coaching throughout. You'll also see a seven-stage referral pipeline in action and get a builder to set up your own tracking system.
What do I leave with?
A completed partner referral sheet, a partner activation map, a conversation framework built from your own relationships, and a builder to set up your referral tracking system in the tool you already use.
Do I need to attend both sessions?
We recommend it. Session 2 builds on the activation map you create in Session 1. If you miss a session, the recording is available for two weeks so you can catch up before the next one.
What if I can’t make it?
Each session is recorded, and the recording is available for two weeks. Refunds aren't available for missed sessions. If something comes up, you can use the funds as a credit towards services.
