Referral Partner Guide
Full-service marketing and fractional CMO support for local service
businesses. Strategy, systems, and execution built to bring in more
booked business, not just more clicks.
What We Do
SilverCore acts as an outsourced marketing team for local service businesses: strategy,
ad management, automation, and website work, coordinated by one dedicatedstrategist per
client. We report on leads and revenue, not vanity metrics.
Dedicated Strategist Per Client
Fractional CMO Support
Local + Niche Industry Expertise
Results-Focused Reporting
What We Do
Every client gets matched to the tier that fits their stage and budget. Each includes a setup
phase and an ongoing monthly engagement.
Entry Tier
Foundational campaign setup
Core lead capture & follow-up
Monthly strategy check-in
add pricing
Most Common Fit
Everything in Starter
Expanded ad management
Automated follow-up sequences
Dedicated strategist access
add pricing
Complete System
Everything in Growth
Full website / landing page build
Ongoing optimization & reporting
Fractional CMO-level strategy
add pricing
Prefer to run it themselves? There's a separate self-serve software option outside the SILVER System —
add DIY pricing / link
What We Do
You don't need to know their marketing situation in detail. Just look for one of these signals.
Spending money on marketing but not getting consistent leads. Something is being wasted and they know it.
Ready to invest in marketing for the first time and wants to do it right.
Needs a full calendar to hit revenue goals — assisted living, home care, insurance, real estate, and similar local service industries.
Getting leads but losing them to slow follow-up. Needs a system that responds quickly and consistently.
Has no website, or one that isn't generating leads. Needs a professional online presence that converts.
Growing fast and needs the marketing infrastructure to match — systems, not just ads.
Industries We Serve
If they rely on a booked calendar or steady referral pipeline to generate revenue, we're likely a fit.
add your exclusivity policy, e.g. one client per market
Assisted Living
Home Care
Medicaid Planners
Senior Living Advisors
Insurance Agencies
Estate Planning
Real Estate
Car Washes
Industries We Serve
If they rely on a booked calendar or steady referral pipeline to generate revenue, we're likely a fit.
add your exclusivity policy, e.g. one client per market
Assisted Living
Home Care
Medicaid Planners
Senior Living Advisors
Insurance Agencies
Estate Planning
Real Estate
Car Washes
Industries We Serve
Three-way intro. No pressure, just a warm connection. Use this as-is or adjust to your voice.
Intro Template
Sara runs SilverCore, a full-service marketing agency and fractional CMO for local service businesses — paid ads, automation,
website work, and hands-on strategy, matched to where the business is today.
I thought of you because
[brief reason why they need marketing help right now]
I'll let you two take it from here.
Intro Template
Sara runs SilverCore, a full-service marketing agency and fractional CMO for local service businesses — paid ads, automation,
website work, and hands-on strategy, matched to where the business is today.
I thought of you because
[brief reason why they need marketing help right now]
I'll let you two take it from here.
After The Intro
1
A strategy call. No pitch, just a clear look at their situation and what would actually help.
2
A plain recommendation: the DIY software option, or one of the three SILVER System tiers — based on their business and budget, not a pre-packaged deal.
3
Fast setup. Campaigns, automation, and — if it's part of the plan — a new website or landing page, built during onboarding.
4
An ongoing engagement from there, with reporting focused on leads and revenue, not vanity metrics.
After The Intro
confirm your exclusivity policy — if this is how SilverCore operates, state it here (e.g. one client per service area, per market).
confirm contract terms for the SILVER System — e.g. month-to-month vs. minimum term.
add typical setup / launch timelines by tier
add recommended minimum ad spend / budget guidance, separate from the management fee. We'll always be honest about whether a budget makes sense for the market before starting.
Not necessarily. If their current site isn't converting, a landing page or full site build can be included as part of the Full SILVER tier. We're upfront about what's actually needed before any budget is spent.
There's a separate self-serve software option for clients who want to run things themselves. It's a lighter fit than the SILVER System and priced differently — worth a direct conversation to see which makes sense.
Local service business, wants consistent leads (not a one-off campaign), and has or is ready to invest in a marketing budget. If that describes them, the intro is worth making — we'll take it from there and be honest if it's not the right fit.
add your referral/commission policy here — reach out directly to discuss what makes sense for the relationship.
After The Intro
A short call to look at the business honestly and figure out what would actually help.