Little 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…

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Be 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…

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What 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 –…

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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 (or last of…

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Avoid a Summer Slump

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…

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Steps in Giving a Referral

Printable PDF Steps in Giving a Referral Watch Video 1. Do they have a need for a product or service one of your members offers? If yes, when possible share your experience 2. Ask permission for the referral recipient to contact the prospect. Example: “Is it ok if I connect the two of you?” •…

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Pro Tips/Life hacks for your Referrals Group membership

Printable PDF My 14 year old is constantly watching YouTube videos and saying “Hey Dad did you know there is a life hack for _____?”   So, it got me thinking about what are some membership hacks that most of our members either don’t know about or have forgotten.  Here is a starting list. Membership Hacks/Pro…

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Actions Items for your next meeting

Printable PDF 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 a few actions items for your upcoming meeting: 1- Teach your members how to take shots for you….they have to know…

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When 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…

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Take Shots for each other

Take Shots for each other “You miss 100 percent of the shots you don’t take.”- Wayne Gretzky Tell us how to identify opporutnites for you so everyone can take shots to create a referral for you.  We need to know your target market, your short term goals, what is going on in someones life/business that…

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30-45-60-second introductions

Printable PDF:  30-45-60-second introductions WATCH VIDEO 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…

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Staying Top of Mind with your Contacts

Printable PDF:   Staying Top of Mind with your Contacts Staying Top of Mind with your Contacts You want to stay in touch with your customers & referral sources/COIs (Centers of Influence) because you want to build and maintain relationships long-term.  Referrals are the byproduct of the relationships we build. Here some tips on staying in…

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