Adversity- How our Best Groups Handle it

“Everyone has a plan until they get punched in the mouth.” – Former undisputed world heavyweight champion, Mike Tyson Every group goes through adversity.  I want our groups to be able to handle challenges that arise with confidence.  Groups that don’t freak out or fold when something happens are our strongest groups.  Our strongest groups generate…

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Group Text/Email Don’ts

A lot of our groups utilize a group text or email.  This are great for groups in some ways, but can be group killers as well. Do Not use them for:    Nothing, nothing kills meeting attendance like one member emailing or texting “I won’t be there”  Do not do it.  It creates a negative…

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3 ideas to implement this fall/winter

There are a lot of things that drive success within a group.  Almost all revolve around groups excelling at the fundamentals Face-to-Face Meetings Meeting Attendance rate 85% or above Running good meetings & tracking of referrals in system Excelling & not over-thinking recruitment When groups have the fundamentals down then they often can dive deeper…

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How to prep for your meeting

Here are the things I recommend you doing to prep for each meeting.  Prepping for 3 minutes will get you mentally engaged and thinking about how you can add value at the upcoming meeting. When all members do a little prep it usually makes the meeting more valuable and drives engagement. Pre Meeting Checklist 1-Log…

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3 Things You Can Control in Recruitment

Things you can control 1-    That you invited someone 2-    You run good meetings 3-    That you follow a consistent process with all your guests and prospective members    Video You can’t control *If/when a guest responds, attends, is interested in your group, and if the rest of the group thinks they fit.  For those reasons don’t…

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Actions Items for your next meeting

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 3 actions items for your upcoming meeting: 1- Setup a face-to-face meeting with someone you haven’t sent a referral to in the last…

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Structuring your 45,60,90 second

I recommend structuring your commercial in the following format:       I.  Basic Intro (5-7 seconds)      II. Tell us how to help you (25-75 seconds) Now let’s break this down in greater detail. Section I- Basic Intro When guests/fairly new members are in the room I think this is important to reinforce.  Think of it…

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5 Steps in Giving a Referral

Our goal when we give a referral should be to always set it up as well as we can for all parties involved (prospective customer and the referral recipient).   It is important to try to set things up properly on the front end to avoid confusion and to make sure giving the referral makes…

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Self-Evaluating your Referral Report

Watch Video Groups often ask me to come in and go over the last 3,6, or 12 months worth of  referral data off the referral report and tell them: -what do you see? -where can we improve? I start with the”Referral Report”for the last 12 months and look at these areas: 1- Referral Close %…

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How to talk about a referral- Referral Section of Meeting

Watch Video   The value of this section of our meetings is the dialog about.  We should learn from the referral giver and referral receiver the scenario, how the opportunity was identified, how it was tee’d up, an update on the status of the referral, and anything either side could of done better. (Referral Giver):  Mike-Financial…

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COVID & how some groups are excelling right now

We have groups doing great meeting only in-person.   We have groups doing great on Zoom only(I hate Zoom, but it is working).  We have a few groups making the hybrid meeting route work semi-productive, but are most are really struggling with the hybrid style meeting.   Currently I’m recommending for most of our groups that they avoid…

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When you have Momentum…Embrace it!

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 get there. …

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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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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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