Education

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…

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…

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…

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.…

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…

Fall is a great time in our groups.  I’ve noticed over the years that once kids go back to school our Referral Groups get out of summer mode and start really getting into a solid routine.  Our attendance rate goes way up in the fall (usually above 85% across the board), referral volume grows, F-2-F…

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) Review Pending Referrals – go through each…

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…

Each year we add a lot of new members at the beginning of the year.  In the new member meeting they tell us that the reason they applied to be a member was because they wanted to use The Referrals Group as a new way to grow their business for the upcoming year.  It is…

We had a record # of guests in the month of October.  That is great!  We had 28 more guests attend a meeting in October 2021 than in any previous month going back to 2015.  However, I still see groups over complicate inviting & recruiting.   So here are a few tips to keep recruitment simple: 1- Invite guests, but NEVER do an open invitation   -Invite…

It is infuriating and disappointing when a member no calls, no shows when they are the scheduled speaker.  Sometimes it is an emergency which we certainly need to get over our frustration that we have with that member and see if there is anything we can do to help them. What do you do in…