October leaders by the #s
October 2024 Leaders (Top 3 in each category) Referrals Passed Lex15 44 Lex 14 33 Lex4 26 Income Generated Lex14 $62,941 Lou2 $49,935 Southern IN $36,252 Face-to-Face Meetings The 502 Elites 33 Lex15 30 Lex2 28 Total Guests Lex13 11 Lex2 10 Lou6 & The 502 Elites 9 Referral Close % Lou2 57% The Closers…
Read MoreOfficer 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 (or last of…
Read MoreWhen 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…
Read MoreWhat is working to generate guests
Our groups that have the most guests have a few things in common: 1. They spend 3 minutes getting invites out at every meeting -1 Minute: Brainstorm professions to invite. Write them down. Put on AV screen, dry erase board, etc -recruitment chair texts out invite script & everyone cuts/pastes and sends an invite to…
Read MoreDon’t be an “All Hat, No Cattle” group with recruitment
PDF/Printable: Don’t be an “All Hat No Cattle” group with recruitment My dad loves western movies/series. One of the phrases he used to say to us would be “that person is all hat, no cattle,” which is a reference to someone who is all talk with no action, power, or substance behind his/her words. Too…
Read More3 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…
Read MoreSmall Group F-2-F meetings
Printable PDF- Small Group F-2-F meetings I encourage you as group to do some “small group” F-2-F meetings with 3-4 other members. These work especially well when you have 3-4 people together that share the same target market and professions that are good COIs. It is really productive to be specific on targets and needs…
Read MoreRank Your Chapter Exercise
This is a good tool to evaluate your strengths & weaknesses as a group. It is a good exercise to be done by the entire group or just the officers of the group. How to faciliate this: 1- Print up copies of the Rate Your Chapter PDF form for all members *You can also…
Read MoreGuests by Profession July 15-Aug 14, 2024
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 (View: Recruiting Template ) Don’t overthink invites. Guests are good in general…
Read MoreLittle Tips
Little Tips for every member 1. Use your BIO not only when you speak but also during your Face-to-Face meetings Video: BIO Tips 2. Face-to-Face meetings with guests -ask them while you are together at the meeting -reach out prior to them visiting. You can reach out once you get the registration email where…
Read MoreReferrals from Guests & Past Members/Alumni
One of our goals is for you to use your membership as a way to expand your network & for the value to compound and grow over time based on the relationships you develop as a result of being a member. With that in mind there is a lot of value in: -Getting to know…
Read MoreBe Specific
Other Tips 1- Also, I’d highly encourage you to check this video out: Be Specific Video 2- Encourage you to reach out to me at bart@TheReferalsGroup.com I’m happy to send you some great examples from other members &/or review your list We talk a lot about if you want results from your: -Face-to-Face meetings -60…
Read MoreWhat 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 –…
Read More5 Steps in Giving a Referral+ COI/Intro Referral tips
Printable PDF 5 Steps in Giving a Referral Steps in Giving a Referral Watch Video 1-Do they have a need for a…
Read MoreDon’t Overthink what a F-2-F meeting is and driving referrals
Printable PDF 1-Your referral report since your last meeting is kinda like a box score. It’ll tell you how you played since the last meeting. Let’s say you have 15 members in your group & had 2 guests at the last meeting. Face-2-Face meetings should= # of members +guests at the last meeting x2 So at…
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