Do you wait for referral ideas to come to you, or do you use tools to create them? Phil keeps track—his goal is to give each Member of his Team one referral every year. Dan and Jill both block 15 minutes on their calendar every week to look at their notes and make a phone…
Referral Triggers
Referral Records: Track What Counts – ideas to referrals
Share your system for turning an idea you get during an InfoMinute or a 7-Minute presentation into a referral. Darrell makes a phone call from his car, after the meeting, on his way back to the office. Nicki starts the referral record and puts it in her planner until she makes the 3-way happen. Show…
Referrals Every 7-Minutes: Joint 7-Minutes
Joint 7-Minute Presentations are an interesting way to show us how your business connects with someone else at the table. Each person can only be chosen once, so I know you’ll want to go first! Name the Member you think you could do an interesting joint 7-Minute with. What would the topic be?…
Referrals: Every 7-Minutes – Hand off the handout
Our mission today is to come up with {number of Members in the Team} different ways that we can hand off the handout from a 7-Minute Presentation. You can not repeat anything that’s already been mentioned, so I know everyone wants to go first! There are two ways to get extra points: {1} by…
Referrals: Every 7-Minutes – Pick a favorite
We start getting to the profitable amount of information to share in a 7-Minute Presentation by dividing everything we do into four product or service categories. Name your four categories, and tell us which of the four is the most profitable for you. Is it best because of profit margin, or number of clients,…
Referrals: Every 7-Minutes – The right amount
The right amount of information to share in a 7-Minute Presentation is 1/6th of one, of the four drawers, in our Money filing cabinet. Name one of your four drawers.Then share the six ways you divide it. Now list them again, and this time we’ll show you, with raised hands, which of the six we think should be…
Referrals: Every 7-Minutes – The right amount
The right amount of information to share in a 7-Minute Presentation is 1/6th of one, of the four drawers, in our Money filing cabinet. Name one of your four drawers.Then share the six ways you divide it. Now list them again, and this time we’ll show you, with raised hands, which of the six…
How to Introduce a GateOpener: Build credibility
When we arrange a three-way meeting with you and a GateOpener the purposeis to transfer our credibility with you to the GateOpener, so they will feel comfortable referring clients to you. Specify a GateOpener classification, then tell us what frustrates them about your classification, and share what you do to make sure the GateOpeners who refer to you never…
How to Introduce a GateOpener: Time management
Whether we’re going to coffee or lunch; whether it’s with a Team Member or a prospect; whether it’s a Mentoring session or a chance to catch up with a Member who has a 15 year pin . . . how long do you expect the appointment to last? How do you plan, in your mind,…
How to Introduce a GateOpener: Who are they?
The last question on the PowerPerk template is “Who is not your customer?” We need to know, so we don’t give you introductions that waste your time and frustrate them. We need to know that about GateOpeners, too. What classification, that we think should be a GateOpener for you, isn’t? Why not? Are there any exceptions? …
