April 26, 2026

Your Weekly Playbook

Activate Your Referral Network This Week

Andy Katchmer, CPA (Inactiv... Pilot Sponsored What If Your Team Started Tax Season With Books Already Done? Pilot's AI does the bookkeeping so your staff does the tax work. Monthly close, handled... Learn More

Missed Opportunity   Who in your network can send you customers?   Add your ideal customer. We'll find your best referral partners   Add Your Ideal Customer

Lead with Value Be the person who only reaches out when you need something, but rather, be the person who always has something to offer. Check This Week's Playbook Move

Welcome New Community Members

Connect With Your Community Sponsor

Andy Katchmer, CPA (Inactiv... Pilot Sponsored Accountant Highly Recommended Connect

Community Recommendations     Alicia Connor   Alicia Connor     “She’s a knowledgeable registered Dietician who brings both skill and genuine care to her work. She’s easy to connect with, attentive to individual needs, and creates thoughtful, nourishing experiences. I’d confidently recommend her to anyone looking for personalized, high-quality support around f...”   — Sandra Radovic from Restore Body Care

Community All Stars Community members with 5+ recommendations     Frank Wing   Frank Wing Photography         Cherie Fehrman   Elegant Artifacts     See All

Will AI Be Your Next Employee? Tell us how your business is using AI (or not), and whether it's changing how you think about your team. Take The Survey

Meet New Referral Partners

IN-PERSON   Thursday, May 14 from 11 AM–12 PM PDT What Happens When the San Francisco Alliance Has an In-Person Networking Event?   Register   We won't know until you come to make it happen. We are excited to bring in person networking back to San Francisco! This has been highly requested,...   View Event     Browse All Events

If you're reading this, so are your potential customers. Become the local sponsor of Presidio Heights, CA for exclusive visibility. View Availability