The Fundamentals

The fundamentals (Print pdf) When I was in college I was part of a fraternity.  It was one of the best learning experiences for me.  My freshman year the fraternity fell apart and went from 90 members down to 40.  A few of the upperclassman stayed and focused on helping build it back the right…

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Officer transitions- Typical process

The majority of our groups transition the chairperson role on either January 1 or July 1.   Here is a quick guide on the process & role.  I also recommend checking your bylaws prior to proceeding. Typical process for new officer selection Nomination process:  @last meeting in November or first meeting in December -Give each member…

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Holiday season=Primetime for referral generation opportunities. 

Holiday season=Primetime for referral generation opportunities. In November & December as you go to holiday parties, family gatherings, office parties, Christmas plays, year end banquets, etc you will see people in a more casual setting. Conversations will start with open ended questions like: -“How are things going?, What is new?, How have you been?” TO…

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Attendance, Face-to-Face meetings, & Fall Guests

1- Attendance Matters…a few tips:  -Treat your group meeting like a meeting with a client.  When all group members prioritize attendance the group tends to succeed at much higher levels. -Do F-2-F meetings if with those not in attendance to stay in touch.  This thing is built on staying connected and nothing drives referrals like F-2-F meetings.…

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Tips on Inviting and Hosting Guests

The most important success factor to our groups is your chapter meetings.  It is where members and guests come together to learn how we can identify referral opportunities and build relationships. Inviting guests to your meeting can lead to many valuable benefits, including increased exposure for your business, better meetings, and greater referral opportunities. Tip…

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Momentum Heading into the Fall

Fall is a great time in our groups.  I’ve noticed over the years that once kids go back to school our Referral Groups get out of summer mode and start really getting into a solid routine.  Our attendance rate goes way up in the fall (usually above 85% across the board), referral volume grows, F-2-F…

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What have you been up to?

One of my favorite Education pieces from Bart that I can remember gives us the advice to have a valuable response when someone asks us, “How have you been?” or “What have you been up to?” The response usually sounds something like, “not much,” or “same old, same old.”  Well, that’s probably: A LIE –…

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How to Prep for Your Chapter Meeting

Being prepared will make or break how smoothly your meeting will run. Here are the things I encourage you to do the day before, or the morning of your meeting. This should take no more than 10 minutes and can change the trajectory of your group’s success. 1) Review Pending Referrals – go through each…

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10 Habits of Highly Effective Groups

10 Habits of Highly Effective Groups I have visited a lot of meetings over the last year and have seen some really great meetings but have also been to some not-so-great meetings. Here are some things I’ve noted that some of our best groups do to make sure they are successful (in no particular order).…

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Trouble Sending Referrals & Adding Value to Your Group

Trouble Sending Referrals & Adding Value to Your Group The most common concern I get from members is, “I’m having trouble sending referrals to other members of the group” or “I’m not sure how I can help the other people in my group.” I get this concern – I’ve been in their shoes!  As a…

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Avoid a Summer Slump

Every group has an attendance dip by 10% or so (usually late June/early July) in the summer due to vacations. It is normal. There are a few things you can do to safe guard yourself though from a summer slump. 1- Increase Face-to-Face Volume Nothing drives referrals like face-to-face meetings You don’t have to do…

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Guests invites in the fall=Opportunities next year

Each year we add a lot of new members at the beginning of the year.  In the new member meeting they tell us that the reason they applied to be a member was because they wanted to use The Referrals Group as a new way to grow their business for the upcoming year.  It is…

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Record guest month & Tips on recruitment

We had a record # of guests in the month of October.  That is great!  We had 28 more guests attend a meeting in October 2021 than in any previous month going back to 2015.  However, I still see groups over complicate inviting & recruiting.   So here are a few tips to keep recruitment simple: 1- Invite guests, but NEVER do an open invitation   -Invite…

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Getting Starting on Being Specific

We talk a lot about if you want results from your: -Face-to-Face meetings -60 second -Member presentation -Focused Meeting handout You need to be specific!  However, one thing I’ve found in working with members is that they just don’t know where to start.  Here are a few tips Where to start: Your Target Market Top…

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