Referral Networking

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…

Printable PDF Steps in Giving a Referral 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?” Best practice:  Connect…

Our groups that have the most guests have a few things in common: 1. They spend 3 minutes getting invites out at every meeting -1 Minute: Brainstorm professions to invite. Write them down. Put on AV screen, dry erase board, etc -recruitment chair texts out invite script & everyone cuts/pastes and sends an invite to…

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…

1- Goal on referrals….3 way text is king!     Referral close %’s by how we connect: text:  53% *put them on a 3 way text email:  37% phone:  22% other/social:  12% *if box is check “No” on permission to contact 7% 2- Get more aggressive in inviting -Fall is typically a big guest time frame.  People start…

Success is Boring PDF I have been blessed with several successful mentors in my life who have been willing to pour themselves into me.  Everyone of them I’ve ever have hammered the following point home “If you want to have success you have go to embrace the grind.  Have the self-discipline to energetically work your…

There are alot of “hidden elements” to running an energetic, professional, & intentional meeting.  When we run high quality meetings it adds value.  Here are just a few of the key hidden elements Pre Meeting -laminated agendas on table The Referrals Group Meeting Agenda -referral report (since last meeting) up on TV/AV screen I also suggest…

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 Recruiting Template Don’t overthink invites.  Guests are good in general and professions…

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) Log any referrals remember to log referrals…

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…

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…