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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Referrals 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…

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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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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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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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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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Attendance, Face-to-Face meetings, & Fall Guests

1- Attendance Matters…a few tips:  -Treat your group meeting like a meeting with a client.  When all group members prioritize attendance the group tends to succeed at much higher levels. -Do F-2-F meetings if with those not in attendance to stay in touch.  This thing is built on staying connected and nothing drives referrals like F-2-F meetings.…

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Tips on Inviting and Hosting Guests

The most important success factor to our groups is your chapter meetings.  It is where members and guests come together to learn how we can identify referral opportunities and build relationships. Inviting guests to your meeting can lead to many valuable benefits, including increased exposure for your business, better meetings, and greater referral opportunities. Tip…

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