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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…

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…

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…

Annual membership dues will increase to $725 on January 1, 2025. We generally raise dues every 3-5 years. This is the first dues increase since January 1, 2020.

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…

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…

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…

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…

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…

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…

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 –…

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…

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…