Target Market Exercise

1. Who do you actually want more of? -Industries -Demographics -Personality Types -Specific Situations – (Ex. "dual income families buying their first home," or "small business owners with 10-40 employees" 2. What triggers tell us someone needs you? -A phrase or problem they are experiencing (Ex. "insurance just went up" or "we're hiring") 3. Describe…

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Steps in Giving a Referral

Printable PDF Steps in Giving a Referral 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?” Best practice:  Connect…

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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 60-90 seconds 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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4 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…

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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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Guests by Profession Aug 1- Aug 28, 2025

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 Recruiting Template Don’t overthink invites.  Guests are good in general and professions…

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How to Prep for Your Chapter Meeting

Being prepared will make or break how smoothly your meeting will run. Here are the things I encourage you to do the day before, or the morning of your meeting. This should take no more than 10 minutes and can change the trajectory of your group’s success. 1) Log any referrals remember to log referrals…

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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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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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The Fundamentals

The fundamentals (Print pdf) When I was in college I was part of a fraternity.  It was one of the best learning experiences for me.  My freshman year the fraternity fell apart and went from 90 members down to 40.  A few of the upperclassman stayed and focused on helping build it back the right…

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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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Ask and you shall receive

I was recently listening to a homily & something from the message struck me for our groups that we talk about all the time. In Luke 11:9-13, Jesus says, “Ask, and it will be given to you; seek, and you will find; knock, and the door will be opened to you.” This passage encourages persistent prayer and…

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Trouble Sending Referrals & Adding Value to Your Group

Trouble Sending Referrals & Adding Value to Your Group The most common concern I get from members is, “I’m having trouble sending referrals to other members of the group” or “I’m not sure how I can help the other people in my group.” I get this concern – I’ve been in their shoes!  As a…

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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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