4 Tips as we enter the fall

1- Goal on referrals….3 way text is king!     Referral close %’s by how we connect: text:  53% *put them on a 3 way text email:  37% phone:  22% other/social:  12% *if box is check “No” on permission to contact 7% 2- Get more aggressive in inviting -Fall is typically a big guest time frame.  People start…

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Size Does Matter

Whether your chapter has 8 members or 20+, one thing is true: size makes a difference!  At 10 members or less, you have a tight knit group looking out for each other. But growth means more industries represented, more doors opening, and more opportunities flowing. Between 10 – 15 members, you’re building momentum. Every additional…

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Referral Close % by how we connect

Goal on referrals….3 way text is king!     Referral close %’s by how we connect: text:  53% *put them on a 3 way text email:  37% phone:  22% other/social:  12% *if box is check “No” on permission to contact 7% So….Take the shot and ask “Can I connect ya’ll on a 3way text?”  It works!

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Success is Boring

Success is Boring PDF I have been blessed with several successful mentors in my life who have been willing to pour themselves into me.  Everyone of them I’ve ever have hammered the following point home “If you want to have success you have go to embrace the grind.  Have the self-discipline to energetically work your…

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Hidden Elements to running a great meeting

There are alot of “hidden elements” to running an energetic, professional, & intentional meeting.  When we run high quality meetings it adds value.  Here are just a few of the key hidden elements Pre Meeting -laminated agendas on table The Referrals Group Meeting Agenda -referral report (since last meeting) up on TV/AV screen I also suggest…

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Guests by Profession Aug 1- Aug 28, 2025

A lof times our slowest visitor months are late June & July.  This year was no different.  We are already seeing a big uptick in guest registrations for Aug/Sept. We have seen a lot of professions that aren’t on our Top 60 List Recruiting Template Don’t overthink invites.  Guests are good in general and professions…

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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) Log any referrals remember to log referrals…

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Take Shots for each other

Take Shots for each other “You miss 100 percent of the shots you don’t take.”- Wayne Gretzky Tell us how to identify opporutnites for you so everyone can take shots to create a referral for you.  We need to know your target market, your short term goals, what is going on in someones life/business that…

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When you have Momentum…Embrace it!

Printable PDF Members want to be part of successful, thriving groups.  To get a group clicking you have to embrace the process and master the fundamentals.  Then one day it all clicks.  The meetings are more fun and referral volume goes up.  Occasionally I’ve seen groups waste momentum, because they relax too much when they…

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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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Actions Items for your next meeting

Printable PDF After making a lot of rounds at groups the last few weeks I’ve noticed a few trends that the majority of our groups need to re-focus on.  With that said here are a few actions items for your upcoming meeting: 1- Teach your members how to take shots for you….they have to know…

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How we evaluate groups

Printable PDF: How I Evaluate Groups Video 50% Feel 50% Data Do they like each other? Do they run an effective meeting? Are they working to help each other? Does it feel like they are a team? Do they make guests feel welcome?  Do they follow the 9 step recruitment process? Do we have the…

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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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Ask and you shall receive

I was recently listening to a homily & something from the message struck me for our groups that we talk about all the time. In Luke 11:9-13, Jesus says, “Ask, and it will be given to you; seek, and you will find; knock, and the door will be opened to you.” This passage encourages persistent prayer and…

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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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