What to DO to GET Referrals: When To Talk About What – Topics

Referral Trigger for the week of December 12
Topic: When To Talk About What
Conversation lead by the East Cobb Team (100% responses achieved)

young multi ethnic business people group walking standing and top view Identify one of your industry’s busy times
and count back three months earlier:

1: Tell us what that three months before date is.
2: Tell us the topics of the six InfoMinutes you’ll share then
– three months before busy season – to give us the
information we need to insert you
into conversations
with our clients so we have
the opportunity to refer to you.



12 Responses to What to DO to GET Referrals: When To Talk About What – Topics
  1. Dr. Dale Callaway
    December 12, 2016 | 8:38 pm

    One of my busy times is the week before the holidays. 1) That time before is the end of September and anytime after labor day. 2.) Info minute topics: 1-Nutrition, 2-Migraine Headaches, 3-Low back pain, 4-Wrist problems, 5-Rehabilitation after injury, 6-Weight management and dieting. My specialty is health and wellness with a focus on maintaining wellness. My clients success with overcoming problems are examples I use to insert my services and/or skills into conversations.

  2. Terry Gilbreath
    December 12, 2016 | 9:52 pm

    We can usually see increased activity after the first of the year, after vacations are over and the last 2 weeks of the year. At the first of the year businesses are moving forward to implement some of the projects they may have budgeted for the previous year. This picks up again after vacations are over with then at the last of the year, there seems to be some found money to spend on new systems that have been put off until funds were available.
    During the earlier year my InfoMinutes and 7 Minutes focus on benefits of Managed Services for Budgeting. During the later part of the year the focus is on the physical systems such as computers.

  3. Donna Chunglo
    December 13, 2016 | 10:20 am

    Our busiest time is the spring so three months before would be February. The six infor minutes I plan on sharing are:
    1. Keep your loved ones safe with a 47 point roof inspection.
    2. If ice or hail hits your roof how you should respond.
    3. When hail strikes call Escex before your insurance.
    4. Are critters creeping in your attic for warmth? We can help.
    5. What effect snow has on your roof?
    6. How Escex can be part of your spring home clean up.
    They say people discuss the weather when they are out of conversation topics. Escex goes along with winter weather discussions asking people if they have had their roof inspected? If not you know someone who will give them a written inspection for free and if there is a problem they can get you a new roof at little to no cost.

  4. Buddy Hargus
    December 13, 2016 | 3:10 pm

    My busiest time is when schools are out. That’s the peak home sales season. Three months prior people consult with a realtor and should be starting to make plans as to what it will take to get their home ready to sale. The info minutes I would share are: I understand the real estate language because I was one and can help them prioritize. I work with the realtors to make their home stand out. They need fewer repair people because I have a broad spectrum of tasks I can take care of for them. They get a written proposal for everything I am going to do. When the contract comes in with a list of repairs the buyer is requesting I can help with those too, and make it a smooth and easy sale.

  5. Katherine Schofield
    December 13, 2016 | 3:36 pm

    The busiest time for us is January – April when people are trying to get all their accounts and investments in order for taxes as well as making sure they max out their IRAs.

    Three months before people are planning their holiday travels like Thanksgiving and Christmas. Most likely bonuses are starting to arrive at work. It’s important for people to remember they need to pay themselves back and that’s through taking the time to look over the finances way ahead of April.

  6. Susan Pryor
    December 13, 2016 | 6:18 pm

    My busiest months of the year at April, May and June. Starting in January I will be presenting
    1) How to compete with cash offers by getting completely underwriting before you even pick a home.
    2) You might have more home than you think. A lot of homeowners would like to move or get money for renovations but they don’t think they have enough equity. The real statistics might be surprising.
    3) How much is needed to put down on a home. A lot of people think you need 20%. There are a lot of other options.
    4) Do you have to have perfect credit to buy a home.
    5) Homeownership is the key to long term multi generational wealth.
    6) Home ownership is the best possible hedge against inflation.

  7. John McAlister
    December 13, 2016 | 8:52 pm

    Our Busy time is February 15 thru April 15 (round one)
    Round two is August 15 thru October 15. At Killingsworth CPA we begin our planning for the busy season around the 1st of December each year. A practice like ours which is heavily concentrated on TAX, now only has a 12-14 week window that we aren’t that busy (May 1st thru July 31)

  8. Joe Kramer
    December 14, 2016 | 9:11 am

    One of our busy times is thunder storm season mid to late summer. 6 info minutes could be

    1) what do you do when you come into the office and your phones system is down
    2) call forwarding your lines until it can be fixed
    3) testing the electric outlet to see if that is the problem
    4) avoiding having problems with surge protection
    5) UPS and why you need one
    6) IP phone systems and how they are different

  9. Preston Delashmit
    December 14, 2016 | 12:15 pm

    The end of a calendar year is “deal season”. We are closing business purchase and sale transactions at a furious pace, because in many instances, the “drop dead date” is December 31st for considerable income tax deductions. There may be millions of dollars in tax deductions at stake, particularly for a leveraged-ESOP (Employee Stock Ownership Plan) transaction, all dependent upon a closing of the transaction by the end of the calendar year. Three months prior to an anticipated closing date we are addressing a number of items in the transaction closing process, including: (1) concluding a feasibility study to determine the tax efficiency and viability of a particular transaction structure; (2) creating the ESOP Trust (Employee Stock Ownership Trust) and Plan, and engaging a corporate fiduciary (institutional trustee) to represent the ESOP Trust; (3) engaging a financial advisor (valuation firm) to undertake a valuation of the enterprise and issue a fairness opinion at closing; (4) updating financial statements and projections; (5) undertaking transaction due diligence (collecting and sharing with the purchaser appropriate documentation and materials to back up representations and warranties in the purchase documents); (6) drafting and negotiating purchase transaction documents, as well as bank financing documents, or seller-financing documentation; and (7) closing the transaction, issuing opinions and addressing closing deliverables.

  10. Tyler Stephens
    December 14, 2016 | 12:40 pm

    The insurance business is somewhat seasonal because most people do not want to discuss their coverage or about switching their insurance around holidays. However, a busy time of the year for our industry is in the Spring time after Christmas and New Years are over. People begin to see renewals increasing or possibly had a claim or issue during the colder season and need to look into their policy. the 6 info minute discussion points are 1. Claims Process 2. Claims Service 3. Coverage Concerns 4. Increasing rates 5. Agency Service 6. Other Industry specific coverage options to consider so that there are no holes in their policy.

  11. Dawn Barrs
    December 14, 2016 | 2:31 pm

    My busiest time is March through June, but that just means there is more volume during those periods. If I market correctly and stay in touch with friends and former clients, I can keep busy around the year. Right now (which is 3 months prior to the start of my busy season), I am working with investors and with two couples who do NOT have to move in time for the start of school. They want to buy right now because (1) there is less buyer competition (less multiple-bid situations), and (2) sellers are usually hungrier to sell, and (3) interest rates are still very low.

    My six-info minute are:
    1. For sellers, select your listing real estate agent… be sure that your personalities work well together. You want to give her (me) plenty of time to prepare to market your home… brochure design, announcement postcard design, custom website design, arrangements for photos/3D scans/stager, networking with other agents, and so much more.

    2. For sellers, prepare your home to sell… it will take longer than you think. If you want to sell in the Spring, right now is the time to start getting your home ready. Declutter closets/kitchens/shelves. Start getting little things fixed. Clean up the yard. Talk to painters.

    3. For buyers, select a buyer’s agent. You want to make sure that your personalities work well together. Learn why you need to sign a “Buyer’s agreement” to protect YOU.

    4. For buyers, determine the geographical, price and house-personality parameters for your home purchase. Have your agent (me) put you on an FMLS “drip list” to start understanding how your parameters fit within the market you wish to buy in.

    5. For buyers, find the perfect mortgage broker for your needs. This person is VERY important. They will help you get the best rates, clean up any credit blemishes or misrepresentations, expose you to the total amount of money needed at the closing table, and even show you how to make offers with the same negotiating power as cash buyers.

    6. For sellers and buyers, understand ALL the contracts you will need to us in order to complete your transaction. The devil is in the details, which is why a contract super-savvy sales agent is your best friend… it can save you 1000s of dollars at the closing table.

  12. Tom Buford
    December 16, 2016 | 1:38 pm

    One of the busy seasons for my business is around springtime.

    The Info-Minutes that I will be sharing are:
    1) How the small business owner can compete against the giants in their industry
    2) How to increase sales by automating online ratings and reviews
    3) How to create a strong unique selling proposition in less than 10 minutes
    4) Generate big marketing results on a small business budget
    5) What do you need to do to get found through online search
    6) Avoid feast or famine sales cycles

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