Education
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…
Read MoreRank 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…
Read MoreGuests by Profession July 15-Aug 14, 2024
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 (View: Recruiting Template ) Don’t overthink invites. Guests are good in general…
Read MoreLittle 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…
Read MoreReferrals from Guests & Past Members/Alumni
One of our goals is for you to use your membership as a way to expand your network & for the value to compound and grow over time based on the relationships you develop as a result of being a member. With that in mind there is a lot of value in: -Getting to know…
Read MoreBe 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…
Read MoreWhat 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 –…
Read More5 Steps in Giving a Referral+ COI/Intro Referral tips
Printable PDF 5 Steps in Giving a Referral Steps in Giving a Referral Watch Video 1-Do they have a need for a…
Read MoreDon’t Overthink what a F-2-F meeting is and driving referrals
Printable PDF 1-Your referral report since your last meeting is kinda like a box score. It’ll tell you how you played since the last meeting. Let’s say you have 15 members in your group & had 2 guests at the last meeting. Face-2-Face meetings should= # of members +guests at the last meeting x2 So at…
Read MoreOfficer 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…
Read MoreAvoid 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…
Read MoreAttendance + F-2-F meetings= More Referrals
Keep attendance at above 85% & do at least 1 face-t0-face meeting between every meeting! When you do this your referral volume will grow. That’s it….the formula is simple. Attendance + F-2-F meetings= More Referrals
Read MoreHow 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…
Read MoreInteractive Education Spot- What Happens if you get 1% Better?
Printable PDF What Happens if you Get 1% Better Interactive Education Spot: 1- Watch the video: Video: What Happens if you…
Read MoreSteps 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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