Referral Trigger for the Week of March 2nd

Conversation led by the Alpharetta Team 100% Responses received



With smart phones, YouTube and Instagram we’ve become a very visual society.
Share something your clients need to see, not just hear about, 
in order to feel you are the best fit for them, personally.


32 Responses to Referral Trigger for the Week of March 2nd
  1. Mary Trapp
    February 27, 2015 | 11:29 am

    I like my clients to know that their privacy is of my utmost concern. The marketing I do to get their home sold is tempered to keep them safe. In this day of electronic information sharing more than is necessary exposes people to risk that could be avoided.

  2. Mark Thomas
    February 27, 2015 | 11:54 am

    As a personal injury attorney, it is important to my clients and potential clients that I have a professional staff and work environment. Therefore, it is important for me to have a “lawyer” looking office with all of the accouterments.

  3. Izzy
    February 27, 2015 | 4:44 pm

    My customers need pictures of their jewelry befor it’s made. I use soft wear to creat the images and send animations to them . Our renders are so good the customers are positively suprized.

    • Izzy Israeli
      February 27, 2015 | 4:50 pm

      We send our custom design customers renders to visualize their jewelry. The rendered are created on a rhino base software .we also take pictures for our lady’s to shoe their better half.. What they want.

  4. Dr. Donna Goodwin
    February 28, 2015 | 2:54 pm

    Patients really like to see 2 things: photos of previous patients along with those patients’ testimonials and their own X-rays/MRI/CT scan on my computer screen as I explain what is going on in that patient’s spine and/or extremities. Previous testimonials coupled with a patient photo (both always obtained and displayed with written permission!) bring home the positive effects that chiropractic care can produce. As far as imaging goes – I have never met anyone who is not fascinated to see what is going on INSIDE the body, along with a detailed explanation about what has happened and why it happened, as well as how chiropractic care can help the body to fix the problem’s CAUSE and not just mask the symptoms.

    Dr. Donna Goodwin, Blue Ribbon Chiropractic
    678-867-2305 – drdonna@blueribbonchiro.com
    4720 Peachtree Industrial Blvd., Suite 104, Berkeley Lake, GA 30071

  5. Walter King
    March 1, 2015 | 9:33 am

    Providing each client with a custom designed, easy to understand plan based on their space and needs. Also seeing the final price for the proposed plan, without any obligation, lets them make an informed decision.

  6. Nancy Davis
    March 1, 2015 | 9:14 pm

    I regularly email my potential clients information on EFT or tapping. They can read it at their leisure and familiarize themselves with the tapping method and even tap for themselves. Everything they do on their own before we meet just facilitates our work together when they come for a session. The amazing thing about tapping is clients can tap on their own as well as work with me on their deeper issues.

  7. Tenley Stephens
    March 2, 2015 | 11:40 am

    I feel it is very important for my mortgage customers to see if the “math” makes sense for them to refinance their current mortgage or to buy a new home. I provide them with multiple financing scenarios to make sure they are comfortable with the closing costs and mortgage payments. It’s not just about the interest rates. It is about making sure the loan product and loan term (30, 20 or 15 year) works for their budget and their financial goals.

  8. Victor Kelley
    March 2, 2015 | 11:49 am

    Before and after pictures speak volumes about what can be accomplished in your home. Clients gain understanding on home projects with actual pictures more easily than just using words. I do make sure to maintain privacy so that my previous customers identities remain private.

  9. Stephen P. Leafe
    March 2, 2015 | 11:49 am

    I am a healed dental phobic!

  10. Jason Bates
    March 2, 2015 | 11:50 am

    For my clients to understand the value of what I bring I show them the Envision process wheel. It shows step by step how I take my clients through a process and helps them Envision what their retirement looks like. They also see that it is a continuous process that does not have an ending. This assures them that we will be getting together on a consistent basis to update their goals and make sure they are staying on track.

  11. Terry Keeling
    March 2, 2015 | 11:58 am

    Every generation is different, but our generation X and Millenniums clients really want to know that we are tech savvy and are very OK with iphone and social media communications. These clients have forced us to stay current with their way of wanting to contact us with their questions or comments.

  12. Karen Williams
    March 2, 2015 | 12:32 pm

    It might be helpful to see some of the training that I have done with other lawyers….
    It is fairly substantive. While they might not understand all of it, they would know that I have a fairly extensive knowledge base on my area of work
    Karen Brown Williams

  13. Dr. Renee White
    March 2, 2015 | 12:35 pm

    Many patients are fearful that a chiropractic adjustment is too aggressive, will hurt, or that they can be seriously injured(They will sometimes imagine movie scenes where necks are snapped/broken with an effortless twist). If possible, I like to have new patients that are fearful see someone else get an adjustment and see how gentle and effective it really can be. If there is a large fear of even hearing a pop or crack come from their spine, I assure them that there are other methods for adjustments which usually brings a big sigh of relief.

  14. Dennis Buckley
    March 2, 2015 | 3:49 pm

    “TESTIMONIALS” from customers that have walked in their shoes. I truly believe in the Power of the Written Word and there is nothing better for a soon to be customer to hear about our Company, our Services and our Products from others that are in the same vertical markets. I have Testimonials from each vertical that I work in and my customers are happy to provide them simply because I / We did exactly what we said we would do. The common denominator is “I cannot believe how easy it was to switch over to Certigy” and the ease of use through our Custom Software.

    When You Think of Payroll… Think of Buck

  15. Darrell Vaughan
    March 2, 2015 | 7:30 pm

    I operate in the “information” realm…so a letter of recommendation or endorsement goes far for me. I use endorsements to tell my story; they aid in covering the full range of services I provide, and, most importantly, show the savings I provide to my clients.

  16. mike mcgoff
    March 2, 2015 | 7:40 pm

    Many new clients need to see me face to face before trusting me to help them with their business litigation problem. They need to know that I have the credentials, the experience, and concern about their situation.

  17. Kay Born
    March 2, 2015 | 7:41 pm

    There are many home search sites available for buyers to use, however, so many sites display incorrect and outdated information. I have even seen homes marketed on well known sites that weren’t even for sale! I set up an account for my clients on Listingbook. This site is only available through an agent. The information comes directly from FMLS and my clients see the same information on homes that an agent sees. And, it is updated hourly!! Buyers can even set up alerts based on their personal search criteria and are notified immediately as soon as a match comes on the market. My clients who use Listingbook rave about it!

  18. Kellie Simpson
    March 3, 2015 | 9:49 am

    Mind full of the clients that have asked me to keep their file confidential. I carry my laptop around so that I can sit with my client and look at a file I have already set up for them that have my Ideas in them. These ideas come from the conversation I have already had with them over the phone. I also keep my before and after pictures on my laptop and my nexus for easy access! (of past clients who have given permission to show them)

  19. Sandy Jones
    March 3, 2015 | 11:51 am

    One of my specialties is changing how a client’s piece of jewelry can be updated and become a piece of jewelry she will be proud to wear. Many times, Ladies, we have a drawer full of jewelry that we do not wear. There is something wrong with it; it’s broken; the clasp needs to be changed; I don’t like it; it is out of style; the pearls are too long and hit me at an unattractive place; my husband picked it out but I don’t really like it; I can’t work this tiny clasp. With a selection of before and after pictures, I am able to give the client a peek into what her own jewelry could look like if we were to work together.

  20. Cristin Redmond
    March 3, 2015 | 3:17 pm

    When working with a customer, I show them a comparison of the account they currently have and what it would look like with bringing it over to us. That way they can see with their own eyes if we are able to save them money each month or if they have the best option possible with their current bank. My goal is to show them that I am really looking out for them and not just trying to make a sale.

  21. Carla Collis Gesite
    March 3, 2015 | 9:01 pm

    Most prospective clients come to me via referral. That gives me a level of credibility right off the bat. I’ve found that potential clients also like to visit my website before reaching out to me. They want to understand how I can help them and what I’ve done for others. Seeing the service descriptions, testimonials and my bio gives them a greater level of confidence that we could be a good fit.

  22. Ross Perloe
    March 4, 2015 | 11:49 pm

    When first meeting with a new prospects it’s important for them to see that I will focus first on learning about their concerns, their needs and objectives. This is accomplished by understanding where they are where they want to go and then together we will explore possible planning solutions. . By taking this approach they can make a more informed decision.

  23. Terisha Tatter
    March 5, 2015 | 12:36 am

    Whether I am talking to a prospective client about the 13 years I have been offering Therapeutic massage or the 5 years I have taught
    Pilates (for rehabilitation, gait issues, postural dysfunctions, or athletic performance,) I have been blessed with many wonderful endorsement letters to refer them to peruse. Sometimes, people just need to hear the sound of my voice during a non selling ” let me introduce myself” phone call to answer questions. Sometimes we schedule a time to visit my studio where I show them the Pilates Reformer and Tower apparatus equipment that was designed by Joseph Pilates and how it provides support for some and builds strength for others depending on the individuals need. This way they see that my studio is so much more than the typical gym offering DVD style “Mat Pilates classes ” taught by individuals who took a 4 hour workshop ( many experience neck and back pain because it is taught incorrectly). They see the years of training certificates posted on my wall and know that I am not the run of the mill Pilates studio, but a place where their dollar yields real lasting results.

  24. Doug Wheeler
    March 6, 2015 | 11:17 am

    My websites look and behave differently when you view then in a PC, a notebook, or a smart phone. The customers need to know how to address the look and feel of them. More and more people are using notebooks and smart phones to view your websites.

  25. Bryan Coan
    March 6, 2015 | 11:37 am

    Being in an industry where I sell a service, what people “see” is a bit different. My clients tell me that they see my passion for my company and my services. My high level of integrity. The transparency of my company. The quality of the products and services versus the price of my products and services. They see an individual who cares about them and the well-being of their company, and not just my bank account.

    Bryan Coan
    770-416-1900 x851

  26. Harris Echikson
    March 6, 2015 | 11:47 am

    I’m a I.T. Company Owner that hates to fix small business offices when their computers go down. Don’t get me wrong I’m really good at getting you back up and running as soon as possible but,It’s Stressful for myself and the owner. I just simply do not like it. Really i’m not even a I.T. Technician. I’m an I.T. Productive and Security Tactician. I could go through and show you a giant portfolio of all the laptops and other machines I have fixed over the years but why do that? why would I do that when I can show you how to make your office more productive! Making a Office More Productive will generate more business and cash flow simply because more is getting done. I provide and show a demonstrations to the clients. whether it is a Chiropractor who needs a more efficient and fast way to reach patient files electronically while in the treatment room to a Import Export Company that needs their employees across the globe to have access to a certain file folder on one of their computers here in GA.

    Every Client is Different.Please Contact me below for more Info

    Harris Echikson, Technical Aspect Solutions
    Certified Microsoft and Cisco Tech
    (678) 772-5616

  27. Alberto Sapoznik
    March 6, 2015 | 11:52 am

    With all of the new technologies, and available information out there, the one thing you can’t quantify and acquire is… experience. You either have it… or you don’t! So I would like them to see that I’ve been in my industry for over 24 years as a Commercial Real Estate Broker.
    Experience is irreplaceable.

  28. Dr. Madelaine Murad
    March 6, 2015 | 2:20 pm

    The parents of my patients want to see a clean and professional office, full of kind, friendly people who will make them and their children feel comfortable and who will deliver excellent medical care. We take pride in being that office and their pediatrician!

  29. Kerry Singley
    March 6, 2015 | 4:51 pm

    As we are building or repairing our customers cars, we use social media to replay pictures to help explain issues, document repair problems and keep our customers up to date. It is a great problem solver.

  30. Bill Weaver
    March 6, 2015 | 8:49 pm

    Before and after pictures. Also online reviews from prior customers.

  31. Bill Martin
    March 6, 2015 | 11:10 pm

    As we deal with the gen Xers and Millenniums being able to complete all transactions online has become important. Our software enables our client to book the inspection, have necessary documents signed and payments made all from their tablets or phones. Oh yes we produces the inspection results electronically too.

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