GateOpener Workshop

Best Client Workshop

InfoMinute Seminar

Orientation Essentials

It is easier to give a referral if you link it to a benefit for the client.&nbsp; A client had begun to spend significantly on research and development.&nbsp; In discussing the research, I asked if he was protecting this investment.&nbsp; This conversation led to a referal to Barry Kaplan, Patent/IP Attorney.&nbsp; The client had not thought of the risk and was appreciative of the referral.&nbsp; I called the client and, upon approval, generated a three way email.&nbsp; When working with clients, we watch for opportunities to guide/advise; being on the Sandy Springs Team provides me with professionals I trust to assist my clients.

Our purpose is to give referrals. That can begin with an offer.
Name a Member you have successfully created a referral for.
Tell the story –
<ul>
<li>What was your client doing or talking about?</li>
<li>What did you offer them?</li>
<li>What did they ask?</li>
<li>How did you communicate the connection?</li>
</ul>

Communicate | PowerCore.net

Communicate

Recognizing a Team for 100% participation in the Referral Trigger response.

100% Club

3-year Pin

Professionalism: Tasked with running a professional weekly meeting and directing the LeadershipCore in alignment with a proven success structure.

TeamCoOrdinator

Quality: Provides an environment of quality and trust so Members are comfortable referring clients to each other.

MembershipCoOrdinator

Integration: Integrates new Members so they give and receive referrals as quickly as possible.

MentorCoOrdinator

Recognizing having completed Mentor coffees, Orientation, InfoMinute Seminar, and 90 day evaluation.

Beckye Young

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