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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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…

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What 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…

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Don’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…

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Small 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…

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Rank 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…

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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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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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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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Holiday season=Primetime for referral generation opportunities. 

Holiday season=Primetime for referral generation opportunities. In November & December as you go to holiday parties, family gatherings, office parties, Christmas plays, year end banquets, etc you will see people in a more casual setting. Conversations will start with open ended questions like: -“How are things going?, What is new?, How have you been?” TO…

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