Posts by Bart Giles

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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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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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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No speaker…No problem!

It is infuriating and disappointing when a member no calls, no shows when they are the scheduled speaker.  Sometimes it is an emergency which we certainly need to get over our frustration that we have with that member and see if there is anything we can do to help them. What do you do in…

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