What to DO to GIVE Referrals: Element: Accountability | Topic: Documentation – Action

Referral Trigger for the week of July 24
Topic: Element: Accountability | Topic: Documentation

What practices have you put in place to be deliberate
with the referrals you give? Have you blocked time, one afternoon each week,
to initiate a conversation that will create a referral this week?What proactive action do you regularly take to
earn the Team you want to belong to?



3 Responses to What to DO to GIVE Referrals: Element: Accountability | Topic: Documentation – Action
  1. Tommy Schlosser
    July 21, 2017 | 10:10 am

    I have the agenda open during infominutes; I record triggers or titles that are mentioned and then I keep that agenda on my desk for the entire week. Sometimes I’ll see someone on LinkedIn that has that title or will have a client come in that meets the trigger, then I know I have a 3 way connection.

    Tommy Schlosser
    770-855-3113 – TXT Friendly

  2. Kriston Sellier
    July 25, 2017 | 8:47 am

    Every Friday after PowerCore, I review my referrals that I have given and received. I take action on each referral or let the person know when I will make the direct connection.

    During the meetings, I listen to infominutes and write down new information in my primary notebook and go through my mental rolodex about clients who would fit for that person. Then, to keep myself accountable, I go to that person after the meeting and tell them that their infominute had great information so that I could reach out to a client and see if they are open to that new connection. It may take me a month or so, but then I follow-up with that person if it was successful or not. And if it was successful, I schedule a 3 way lunch or do a 3 way email.

  3. izzy israeli
    July 26, 2017 | 12:34 pm

    every time i meet with a person i make shure i give myself 30 seconds to asses who he can benefit from my team or other individuals i know from PC . each time i go to the big event first thing in the morning i assess whome to connect with and call both parties to connect . this is the best thing to do to get buisness is to help others harvest buisness. no more than 30 minuts a week.

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