F-2-F Meetings: The 3 Most Common Types & Tips
F-2-F The 3 Most Common Types & Tips– PDF 1-Intentional (F-2-F’s & Targeted Meetings) Come with 2 asks: Keep them specific (e.g., specific person, title, &/or company) rather than generic (“anyone looking to buy or sell”). Bring your bio / target sheet: helps them visualize who they know in those roles. COIs(Centers of Influence): Send…
Read MoreGuest to Member Process
Guest to Member Process- VIEW PDF 1.Invite & Registration -Member extends an invitation to a guest at attend -Quick-register the guest online via at TheReferralsGroup.com/Visitor 2. Attend Initial Meeting -Guest attends their first meeting and gets introduced around the group. 3. Face-to-Face Meetings -Ideally with 1-2 members -Guests are prospective connectors & customers way before…
Read MoreWhat Matters in our program
Our program is built around a few simple philosophies: Relationships matter. Trust matters. Specificity matters. Repetition matters. Showing up matters. Working the Process matters. Our Numbers & Referral data matters Showing up matters. Referrals are the natural byproduct of working the process with the right people—over and over again. Don’t overcomplicate what we do. Networking…
Read MoreWhen you are the Presenting, Prep Guide & Best Practices
SUGGESTED VIEWING CLICK HERE Presenter Tips….Preparation Matters -When using a AV/Powerpoint….still have a handout with specific targets list and your BIO *you might spend 45-90 seconds on a slide with specific targets. Let the group see your targets as a handout for the entire meeting. Way more effective! -Copies of handout for all members +5…
Read MoreFocus on the Process and the Wins will Follow! +video of Georgia Tech Strength Coach
Watch Video: Georgia Tech Strength Coach Video is a powerful reality check. Coach Lewis Caralla’s speech nails the cold, hard truth about success: “Winning is not loyal to you… it promises you nothing.” It’s easy to think that if we follow a checklist, we are automatically owed a victory. But as he points out, you…
Read MoreNeed to Delegate…that is a good sign!
One of my go-to voices every week is the Harvey Mackay newsletter. I saw him speak at conference 20 years ago. The MacKay 66 program is a fundamental part of how repetition, specificity, & process matters so much in The Referrals Group. Recently he wrote an article about delegating. Delegating is one of my weaknesses. …
Read More4 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…
Read MoreMicro Avoidance Stalls Success
Micro Avoidance Stalls Success: Print/PDF for AV Screen Stanford research shows that micro-avoidance—the tiny habit of dodging temporary awkwardness, hard tasks, or tough feedback—gradually stalls your long-term success. On the flip side, leaning into discomfort as a sign of progress boosts motivation and keeps you moving forward. Why Avoiding Discomfort Hurts The Micro-Avoidance Trap: Small…
Read MoreTry the “Two and Two” Face-to-Face meeting format
Try the “Two and Two” Face-to-Face At your next face-to-face meeting with another group member, try this simple framework: 1-Bring 2 Specific Requests: Ask for two distinct favors they can do for you. Ex. 1: Write a Google review for your business. Ex. 2: Send an intro text to a Real Estate Broker in their…
Read MoreRecent Philosophical Favorites
I don’t usually do the whole inspirational quote thing, but I’ve always appreciated perspective from people I respect—either because they’re masters of their craft or because they’re close to me. While I firmly believe discipline trumps motivation every single time, we all need a little kickstart now and then. Here are a few favorites that…
Read MoreDon’t Cost nothing to be nice- Great Bear Bryant story
excerpt from a book I’m re-reading that I love. The Story really hits on karma, what comes around goes around, planting seeds, insert other patience long-game, good vibes. I admire their two great coaches (Saban, Bryant), but you won’t catch me saying Roll Tide ….GO CATS-Bart From: The Last Coach: A Life of Paul “Bear”…
Read MoreGiving More Referrals, Just One More Question
Printable PDF: Giving More Referrals Just One More Question At Papa Diamonds barber shop in Lexington there are constantly old TV shows on. One that seems to have been on a lot when I get my haircut this year is Columbo. My grandfather used to watch it, Gunsmoke, and Matlock, so much Matlock. Columbo,…
Read MoreBe High on Grace, but Protective of our Standards- balancing culture, rules, and standards
PRINTABLE PDF: Be High on Grace but Protective of our Standards Balancing Culture, Rules, and High Standards I recently listened to an episode of Simon Sinek’s podcast, A Bit of Optimism, featuring former Lakers President Tim Harris. Two stories from their conversation to me illustrate the balance between maintaining high standards and avoiding an overly…
Read MoreAlmost 1/2 point of year…take a moment to reflect & give thanks
We’re halfway through the year. Take a moment and think about the year to date -who has made a real impact on your business this year? Not just referrals, but conversations, advice, introductions, who supported you, and which referrals and introductions gained traction, generated business, and resulted in spinoff referrals. Thank them. Let them know…
Read More5 Power Habits that are E-A-S-Y to Implement in your Group
1- Add 10 minutes a month on your calendar to: -Review your sent/received referrals – Look at your sent that haven’t closed, reach out to the member who received the referral & ask “How is it going with this (name/company/family) referral?” -vice versa for your received. *if closed add revenue (or $0 if it is…
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