22. Referral Growth Strategy with Derek Morgan (Referral Marketing Ideas) & James Davis (TSP Advisory)

The theme of our 22nd podcast episode is Referral Growth Strategy.

Joining our host Jeremy Balius to discuss all things B2B tech and SaaS sales growth from referrals is Derek Morgan from Referral Marketing Ideas and James Davis from TSP Advisory.

Discover the referral platform ReferIt.ai

Summary

In this group conversation, the speakers discuss the challenges of traditional go-to-market strategies in the technology sector, emphasizing the overwhelming noise in the market and the importance of understanding client needs.

They explore the value of partner-driven growth and how to build effective referral networks. The discussion highlights the need for a value-driven approach in partnerships and the operationalization of referral networks to enhance business growth.

They conclude with practical recommendations for technology businesses to focus on their ideal clients and build meaningful partnerships.

About Derek Morgan

Derek Morgan is a leading expert in Referral Marketing, Strategic Partnerships, and B2B Lead Generation.

With a passion for helping small to mid-sized businesses grow, Derek specializes in building scalable referral programs and leveraging business networks to drive consistent, high-quality leads, shorten sales cycles and increase sales conversion.

As the founder of ReferralMarketingIdeas.com, creator of the Referral Marketing Formula and Head of Affiliates and Partnerships at Referit.ai, Derek's mission is to empower 1,000,000 businesses with the tools, strategies, and mindset needed to generate more referrals, deepen business relationships, and grow profits without relying on cold outreach or paid ads.

With a deep background in B2B networking, content marketing, social selling, and sales engagement strategies like GAP Selling and Account-Based Marketing, Derek brings practical, results-driven insights to every conversation.

He works closely with business owners, coaches, consultants, and membership-based communities to turn their existing networks into powerful revenue-generating ecosystems.

Whether he's designing a referral strategy, training a team on partnership development, or speaking to a room of entrepreneurs, Derek’s focus is always the same: create more value, build deeper trust, and make Referral Marketing a scalable growth strategy and predictable lead source.

Connect with Derek on LinkedIn.

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Go-to-Market Playmakers is where B2B Tech and SaaS founders, leaders, and industry playmakers share the strategies that drive real results. Join host Jeremy Balius for winning GTM strategies from the industry’s best.

Each episode unpacks the moves, insights, and lessons from industry playmakers who’ve successfully navigated the complexities of taking products and services to market.

Whether you’re scaling a SaaS company, refining your revenue strategy, or leading a GTM motion, this podcast delivers actionable insights, real-world experiences, and proven frameworks to accelerate your success.

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Connect with Jeremy Balius.