Education
Officer transitions- Process for groups transitioning July 1
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…
Read MoreQuick decisions= Instant first steps= Constant accountability, Lessons from Napoleon
After Napoleon lost his first battle he introduced new rules for his officers to eliminate procrastination 1. Orders must be written in 3 minutes -officers had a tendecy to search for the perfect plan. -New rule: the decision must be written within 3 minutes after the discussion. Slow orders kill more soldiers than bad ones. 2. …
Read MoreDon’t Leave Money on the Table: 5 Quick Referral Group tips
1- This is a reps game -success in this program is all about repetition. Do face-to-face meetings. Show up to meetings. Take shots to help others. You can’t skip the reps 2- Goal on referrals….3 way text is king! referral close %’s by how we connect text: 53% *put them on a 3 way text…
Read MoreThree-Front Focus & a few add’l thoughts
Focus on 3 things right now (TAKE SHOTS FOR EACH OTHER) 1- Referral Source/COI introductions 2- Tell us what to listen for (life/business events, marriage, divorce, death, want some space, etc) 3- Create urgency/immediacy with your 90-120 day goals….share them & be specific Other Thoughts 1-Setup f-2-f meetings where you have common COIs. 2- Guests…
Read MoreAvoid a post spring break/pre-derby slump
I know for us we’ve had: -we were gone for spring break (April 3-12) & Easter -outdoor kids sports/activies (lacrosse, baseball, gymnastics, soccer) means usually have two dinners. One at 4:30 and another at 9:15pm. -Plus+ I want to get outside. whether it is spring cleaning, pickleball, going for a walk/run, keeneland, etc… Anyway…for all…
Read MoreQuality or Quantity….Be a Volume Shooter, but learn how to take High % shots
When I visit groups I’m gulity often of saying something along the lines of: “Success in these groups are about the ‘reps.’ BUT….Unlike a typical game where you’re fighting over one ball, we each have our own. We win by being volume shooters—taking more shots, making more connections, and letting the math of the game…
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…
Read MoreBest Groups: What Characterizes our best groups?
What characterizes our best groups? VIDEO: What Characterizes your Best Groups They… 1. Have good people, who are good at what they do. They have good players! 2. Work the process…without fail. Doesn’t matter who is there, who isn’t, or if it is raining outside -run the agenda -dialog about referrals -no wasted motion -they…
Read MoreGroup Text/Email Don’ts
Printable PDF Video: Group Text Best Practices A lot of our groups utilize a group text or email. This are great for groups in some ways, but can be group killers as well. Don’t: Nothing, nothing kills meeting attendance like one member emailing or texting “I won’t be there” Do not do it. It creates…
Read More3 Best Things this Week
Week of Mar 16, 2026 1-Great visit to The Closers last week. They are coming up on their 10year anniversary. Meeting had 100% attendance. worked on refining 2 processes (referral discussion & guest invites). Was great to see some of first members (William Boyd, Jennifer McKinney, Beth Rojas, & Michelle Shuler) there. Great to see…
Read MoreStaying Top of Mind with your Contacts
Video: We take the work out of networking® Staying Top of Mind with your Contacts: Printable PDF: 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…
Read More45-60-75 second Outros
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…
Read MoreWhat Does Google Gemini (AI) say about us?
While “best” is always subjective in the world of business, The Referrals Group has earned a reputation as a powerhouse in Kentucky (particularly in the Lexington and Louisville markets) by positioning itself as a more flexible, tech-forward, and relationship-heavy alternative to traditional networking giants (like BNI). Here is why many Kentucky professionals consider it the…
Read More5 Things to do for the Speaker
1- Ask them for their important keywords and give them a review (google, FB, etc) 2- Come with 1-2 questions you want to ask *tip: read their BIO either from the downloads tab or attached to meeting reminder in advance 3- Take a shot to setup a COI (Center of Influence) intro 4- Give…
Read More6 Tips for Success
1. Hard Work Don’t believe in luck, believe in hard work. Stop trying to rush the process or searching for a shortcut. There is none. 2. Consistency Consistency is what transforms average into excellence. Without consistency, you will never achieve greater success. 3. Patience If you are losing the patience, you are losing the battle. …
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