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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How we evaluate groups

Printable PDF: How I Evaluate Groups Video 50% Feel 50% Data Do they like each other? Do they run an effective meeting? Are they working to help each other? Does it feel like they are a team? Do they make guests feel welcome?  Do they follow the 9 step recruitment process? Do we have the…

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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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Group Text/Email Don’ts

Printable PDF 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. Do Not use them for:    Nothing, nothing kills meeting attendance like one member emailing or texting “I won’t be there”  Do not do it.  It creates…

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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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I’m Busy…Be Careful how you use that phrase

Printable PDF  I’m so busy! I have a good friend Liz who owns a successful business that operates in over 25+ states.  She and I think a lot a-like on relationship building.  A response that has always bothered both of us is was when people respond with “I’m so busy” to the question of “How…

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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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