Referral Triggers

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…

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

Referral Trigger for the week of July 17 Topic:Element: Accountability | Topic: Documentation PowerCore checks 17 different behaviors on the monthly Team Score Card. How many things do you check about your clients? For each item you track, tell us how frequently you look at this metric, and explain what the answer tells you. Contrast two…

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

Referral Trigger for the week of July 10 Topic: Element: Accountability | Topic: Documentation What kind of data do you track in your business? What metrics do you consider essential elements for success? Of course, clients have to pay their bill, but what other intentional behavior is a key to their success from the work you do…

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

Referral Trigger for the week of July 3 Topic: Element: Accountability | Topic: Documentation How do you prefer to interact with clients? Can you meet them once, in the beginning, and communicate by email after that? Do you work best by phone? Are you a master of video conference tools? How does your personal preference bring…

What to SAY to GET Referrals: 7-Minute Presentations- Information

Referral Trigger for the week of June 26 Topic: 7-Minute Presentations Consider your next 7-Minute Presentation. What topic have you chosen? How could you create a FeedForward Card for yourself, for this particular presentation, to insure we give you unique and valuable information? Or, what could you ask your Introducer to do that would set us up…

What to SAY to GET Referrals: 7-Minute Presentations -Topic

Referral Trigger for the week of June 12 Topic: 7-Minute Presentations Conversation lead by the Woodstock Team Consider your next 7-Minute Presentation.  What topic have you chosen? Explore with us whether you’re planning on using or  a handout – something we will take notes on while you’re speaking, or a handoff –  a promotional piece we can…

What to SAY to GET Referrals: 7-Minute Presentations

Referral Trigger for the week of June 5 Topic: 7-Minute Presentations Conversation lead by the Woodlawn Team  Consider your next 7-Minute Presentation.  What topic have you chosen? Now, look three people to your left, and tell us how the two of you could turn that topic into a joint 7-Minute. What part of your businesses could…

What to DO to GIVE Referrals: Endorsement Letters – Story

Referral Trigger for the week of May 22 Topic: Endorsement Letters Conversation lead by the Whitlock Avenue (100% responses achieved) Tell the story of how you have used an endorsement letter someone else wrote.Perhaps your client needed a referral to someone not represented at our table, and you researched endorsement letters to choose who to refer.Or maybe…

What to DO to GIVE Referrals: Endorsement Letters – New Business

Referral Trigger for the week of May 15 Topic: Endorsement Letters Conversation lead by the Virginia Highlands Endorsement letters create new business. What steps do you take to make your letter profitable for the Member you’re endorsing? Share your system for making sure the endorsement letters you write turn into new We Did Business slips. Highlight…

What to DO to GIVE Referrals: Endorsement Letters – value

Referral Trigger for the week of May 8 Topic: Endorsement Letters Conversation lead by the Vinings Team (100% responses achieved) The purpose of an endorsement letter is to reciprocate – to give value.Tell how you’ve been able to use endorsement letters you’ve received – whether from Team Members or from clients.What unexpected benefit did you get from being…