Little 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 you feel it is appropriate.

3.Your chapter meeting is a working meeting. Bring your laptop, tablet, etc
During the meeting:  update referrals, add revenue, invite guests, setup face-to-face meetings, update your BIO, try to setup referrals for other members

4. From the chapter roster tab you can:
-add all members contact info “VCF” to your contacts in one click
-email your group

5. Add all annual meeting todays to your calendar. Treat the meeting like a meeting with a client.  Come prepared & ready to go!

6. Schedule time on your calendar to review active/pending referrals. You probably need 15-20 minutes on your calendar each month to follow-up on referrals both given & received.

7. Don’t adjust/dumb down your 60 second for the guest(s). Stay specific about your needs, triggers that drive opportunities, &/or a recent client story.   Video: end of meeting 60 sec tips

8. Put your iPhone Settings on autofill. It will help autofill contact info when you are:
-Sending a referral
-logging into ReferralsGroup.com/login
-adding a guest to invite in recruitment tab