Guest to Member Process

Guest to Member Process- VIEW PDF

1.Invite & Registration
-Member extends an invitation to a guest at attend
-Quick-register the guest online via at TheReferralsGroup.com/Visitor

2. Attend Initial Meeting
-Guest attends their first meeting and gets introduced around the group.

3. Face-to-Face Meetings
-Ideally with 1-2 members
-Guests are prospective connectors & customers way before they are prospective members.

4. Next Visit(s)
-Guest is invited or schedules themselves back for a 2nd or 3rd meeting.
-Max of 3 visits before a decision is made

5.Gauge Interest
-Ask:  “Are you interested in pursuing membership?”
-If yes, let the recruitment chair (or Chair) know so they can initiate a  group decision

6.Group Decision
-Recruitment Committee facilitates membership vote (usually in-person post meeting or via text) and/or group interview or group conducts a membership interview
-If yes, group offers prospective member a spot.  Prospective member has 48 hours to accept.  Then recruitment chair lets the Referrals Group know status.
-If no, Referrals Group rep communicates the “No” to the prospective member and let’s them know what other options are available.

7. Onboarding & Welcome
-Approved new members schedule a 1-on-1 onboarding meeting with The Referrals Group rep.
-They walk through, how to use the site/app, bio setup, and overall Referrals Group best practices (building trust, generating referrals, attendance, referral close rates).