What to DO to GIVE Referrals : Element: Introduction | Topic: GateOpeners

Referral Trigger for the week of October 30
Topic: Element: Introduction | Topic: GateOpeners

When we arrange a three-way meeting with you and a GateOpener
the purpose is 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 GateOpener who refers to you never experiences that frustration.

We’ll use your knowledge as a reason to arrange lunch.



2 Responses to What to DO to GIVE Referrals : Element: Introduction | Topic: GateOpeners
  1. Wendy Kinney
    October 27, 2017 | 9:46 am

    CPAs refer clients to PowerCore
    – when previous Members return, they often say their CPA pointed out the difference in income and asked them what happened. When they say that’s about when they left PowerCore, the CPA says “Well, go back!”

    CPAs want to see a return on investment – an ROI. When you introduce me to a CPA I’ll show them referral records [which document an opportunity] and We Did Business slips [which confirm a bank deposit]. More important, I’ll show them the graphs [Members have this in their Orientation Essentials tab] that show the correlation between who the referral comes from, the value of the referral, the type of referral, and the time frame to close.

    My favorite graph is the ramp graph: it shows the projection, over 18 months, for We Did Business slips, and identifies the percentage of each for three value levels. CPAs want to know details. I’ll show them details until they tell me to stop!

  2. Jessica Matthews
    October 27, 2017 | 11:26 am

    GateOpeners for website design can include other graphic arts or business service professionals, such as logo designers, CPAs, IT helpdesks, donor developers, etc.

    Graphic art professionals can face frustration when website designers are unwilling to cooperate with the branding they’ve created for their clients. But Classic City Consulting actually welcomes collaboration! We are happy to work under or alongside other creative service providers so that their client maintains confidence in the project management.

    Business service professionals can face frustration when website designers do not maintain the same level of professional conduct that they do. We have heard stories of unreturned calls or emails, phone tag due to time zone differences, and an inability to get in touch regarding urgent needs. But Classic City Consulting values client trust and professionalism to the highest degree. Our cell phone numbers are listed on our website + email signatures, and we adjust our working hours to match client needs (including after-hours calls for volunteer-based NGOs, for example).

    Integrity, transparency, and professionalism are key values of Classic City Consulting. We look forward to the chance to alleviate past frustrations and create a satisfying client experience 🙂

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