The Edges

What to SAY to GET Referrals
Oval vs Rectangle: Referrals are Different than Sales| The Edges
Conversation lead by the:

  and Referral Triggers force us to be specific.

Think of the smallest possible component of your business – something so specific you have not yet done an InfoMinute on it.

Show us how this small, important, component is integral to your client’s success and satisfaction.


3 Responses to The Edges
  1. Steven Perry
    May 22, 2020 | 9:41 am

    Data collection is so critical. Whether preparing a tax return, defending a client in front of the IRS, or setting up a businesses books, accurate data is critical. This step is the foundation upon which the relationship is based. Incomplete or inaccurate data can ruin the representation case, cause a false tax report or start a business out of compliance even before it starts.

  2. Wendy Kinney
    May 22, 2020 | 1:11 pm

    Be “on” – be “at the meeting” – from the minute your tires hit the parking area.

    At Orientation Essentials last Monday Jon Ongtingco talked about how important it is to go in to the meeting and have conversations with people. Members can see who is in their car playing a game or listening to a podcast. And it’s not referral worthy.

    When I arrive while I get out of the car, get my jacket from the back, get my materials from the trunk, I look around to see who else is there. Then I wait to walk in with them – so we can chat. This is friendly. This is networking. This is how people get to know me.

    Often I’ll see someone I don’t know – and ask if they are there for the PowerCore meeting. Once the answer was “no” -just once!- but every other time I got to meet a Visitor or new Member and have a little conversation while we were walking in, which made it easy for me introduce them to Members.

    Wednesday I was in a workshop and self-identified as both shy and introverted. The presenter, who is not shy or introverted, said “YOU?”

    I made a decision years ago to behave in a way that supports me, regardless of whether or not I “feel like it.” That decision, at 6:30 in the morning, has served my business well.

    ***Online meeting addendum: I log in to virtual meetings at 6:30 too. For the same purpose.

  3. Clint Monroe
    May 22, 2020 | 4:51 pm

    Smallest part of my business is process improvement. It never really stops because it is continuous. I go in initially to fix a particular issue, like reconcile accounts, then look for ways to make the process cheaper, faster more efficient so more profit goes straight to the bottom line. Then I look for more ways to make things better. I just love it when a great plan comes together!

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