Continuity: A Laser has to be Calibrated

Referral Trigger for the week of March 11
What to DO to GIVE Referrals
Builder’s Tool: Maintenance | Purpose: Continuity
Conversation lead by the Towne Lake Team

  and Builders keep their tools calibrated – a laser is calibrated with another tool, a power sensor and meter.

Share an example of a referral you regularly give to your clients saying, “just check it out – just be sure everything’s okay.”

12 Responses to Continuity: A Laser has to be Calibrated
  1. Jeff Smith
    March 8, 2019 | 1:12 pm

    I can’t think of one referral I regularly give people. My referrals are based on someone’s needs. I guess the referral I most often give is for a commercial loan officer. We don’t have one on the team so I usually refer them to Nicole Valdez with Synovus on the Whitlock team. These referrals are to buyers and when I realize they haven’t worked through the loan process I put them in touch with Nicole. I know she’ll take time to help and guide them.

  2. Cheryl Good
    March 8, 2019 | 1:20 pm

    Insurance agents get the call when their basement floods or a pipe bursts, or maybe a roof issue. Having a list of dependable referrals is important because they do ask. Many times there are roofers or water damage businesses that want that business and will solicit us for the referral. We are happy to provide the contact information, but there is always a question mark if we have not worked with them before. Will they do a good job? Will they stand behind their work? So yes, buyer beware. We VET our list of preferred venders and follow up afterwards with the customer to see how the repairs went so we know if they are someone to refer again. When referring someone we always recommend they work with someone that is Licensed and insured!

  3. Angela Albert
    March 8, 2019 | 2:33 pm

    I regularly give a referral for mortgage lenders and home inspectors. I always find giving this referral is beneficial for my clients because I know I’m putting them in good hands with anyone I refer as I always work with highly qualified people who I know will take great care of my clients.

  4. Robert Mitchell
    March 8, 2019 | 2:53 pm

    I ask friends and neighbors, “do you hear a whistling or whining sound in your house when someone is taking a shower?” This is a good indicator that they might need to replace the PRV in their home. I suggest they call Towne Plumber to check it out. I don’t know of any other plumber who will come by and check at no charge.

  5. Brandon Key
    March 8, 2019 | 3:00 pm

    As a mortgage lender I often ask my clients who do you use for your insurance insurance? I generally always tell them to get a second opinion as I do have relationships with different insurance agents and I know they can gove lower quotes ( most of the time) Also another recommendation that I always tell them to get is of course a home inspection. I do have certain clients say “no I think I’m gonna skip the inspection because I don’t want the extra cost”. I always advise against this as a home inspection can save you tons of money in the long run. So no matter what I always recommend someone to try to better serve them in the long run and especially for a first time home buyer’s who aren’t sure where to start!

  6. Michael Harrison
    March 8, 2019 | 3:10 pm

    I often find issues with the roof during my inspections. Being that roofs are a big deal (can sometimes be a deal killer). I ask my clients “do you have a roofer that you know and trust?” Many times they say no. This is a perfect opportunity for me to be able to refer the roofer on our Team, John Immke. I explain the not only is he (his company) a great company, but honest. This is a big deal to provide my clients a roofer who will treat them fairly and honestly!

  7. Dana Callan
    March 8, 2019 | 3:36 pm

    When doing loans, there has to be insurance coverage on the collateral we take. If the customer doesn’t have insurance coverage then the bank will force place a policy to make sure we are covered if there was ever a loss or damage. Force placed insurance is very expensive, so I refer out Cheryl Good with DCG Insurance to get them covered to begin with knowing I will be saving them money in the long run.

  8. Dustin Hawkins
    March 8, 2019 | 4:38 pm

    As a pressure washer I am often called on to clean properties for people who are looking to put their house on the market. Some of those people are looking to find a real estate agent as well. I always refer Angela Albert with confidence that she will take care of them. I have known Angela for years and have used her myself as well. Angela is a hard working, dedicated agent with high integrity. She is my go to agent for any professional or personal real estate needs.

  9. Graham Bailey
    March 8, 2019 | 4:57 pm

    Every client I work to formulate a plan centered around what is most important to them. It’s not always fun to think about, but included in that is almost universally final wishes and estate considerations. I encourage all of my clients to check out their Wills and ensure there are no gaps in place, and to do so I can confidently refer out Marc Replogle.

  10. Brian Dubuc
    March 8, 2019 | 5:38 pm

    To keep your chisel sharp keep in touch with your team members by having coffee and stay up to date.

  11. Daniel Evans
    March 9, 2019 | 12:19 pm

    Often time I will go out on sales call to give a quote to finish someone’s basement,redo their kitchen or bathroom. When walking through the project I am quoting their are times I notice that their hot water tank might be dated. In cases like that I will bring it to the homeowners attention and let them know it’s only a matter of time before it fails. This is a easy referral to Towne Plumber Callie Mahaffey . I let the homeowner know it’s better to address this now before we start the project. It will save them a lot of headaches down the road.

  12. William Lewis
    March 11, 2019 | 3:00 pm

    Many times that I’m working on a furnace, the water heater is located in the same mechanical room as the HVAC equipment. I ask the home owner if they have had the water heater serviced or checked lately. The answer is always “no”. I’ll take a moment and explain that, like the furnace, it has a gas valve (if not electric)that should be checked and sediment can build in the tank. At that point, I will ask if they have a plumber they “trust”. Which leads to the referral of Towne plumber”.

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