3 Best Things this Week

Week of Feb2, 2026
1-lots of Face-to-Face meetings at groups I attended.  Groups used the “no meeting” week to do lots of phone/zoom face-to-face meetings
2-Lex7 focus:  great referral volume.  Focus was on talking more about the referrals genreated.  Put us in the middle of the referral and how did we set it up (3 way text!)
3-Face to-Face conversation focus
-What are two things that I can do to help you in the next 60days?
-Who are two people that I don’t know that you think I should and why? Then, send a text to see if they are open to meeting!

Week of Jan 26, 2026
– Snow, then ice, then more snow

Week of Jan 19, 2026
– Members in every meeting taking shots to help the speaker
– Eagerness vs Willingness.  Your willingness has to match your want!
– lots of guests, F-2-F meetings

Improve on: Snow communication (have a policy….don’t do a group text day of.  It is the worst way to handle it)

 

Week of Jan 12, 2026

1-5 officer transition meetings.  Key take-a-ways
-learning from negative guest feedback  (not friendly, lack of follow-up).  Why did we lose someone to another group?
-improving processes to increase referral close% was a common theme.  Recommendation:  when you talk about referrals in the Referral Report the chair should ask:  “How did you connect them?”
Most effective is 3 way text! Video: https://www.youtube.com/watch?v=OWhbgs2klgY

2- One group kicked out a member for poor attendance/participation
-They recgonized that the member was only in the group to “hold a spot”. They missed over 1/2 the meetings and only gave 1 referral all year. They received 20+…ouch.  They already have 2 guests registered to replace that spot.
-Kicking out a member is never taken lightly, but this is a team sport! Attendance matters a lot.

3- Attended & sponsored a networking event but on by Integrity Insurance
-It was fun and I got a referral!
-attending &/or sponsoring events that:
A-play to your strengths
B-puts you in a room with both current clients and prospective clients

*usually yields opportunities!   Thanks Casey & Tamron

Week of Jan 5, 2026
1-Cora Henderson, Pitt & Frank. Lou9, Brought props for her presentation
-brought 7 golf tees. Said here are 7 ways to “Tee me up for a Referral”
-talked through 7 easy ways to tee her up

2- Mike Oudeh, Bank of Lexington Speaker Lex2 specific list for presentation
-brought a specific list of 20 local real investors he wants to meet (name, company/companies)
-brought a list of 10 companies &/or families he wanst to meet for the purpose of deposit accounts & loans
-listed professions/COIs he wants to meet (realtors, real estate investors, builders, developers, & insurance agents)
-Told us to listen for anyone with a 7% of aboe rate

3- Multiple groups reviewed their 2025 YTD #’s
for referrals, revenue, F-2-Fs, absences

Bart’s tip of the week: Block 15 minutes a month on your calendar to review sent & received referrals
-Add revenue & close out what needs updated.
-Follow-up with those that you sent (text receipent…How did it go with….?)
-reach out to the sender for those that you need followup help with and ask them to reach out
-say thank you for to the referral giver on those that closed!