How do I keep my referral attention Sharp ... By being prepared for the meetings so that I can focus my attention on the members as they share bits of information that will trigger a referral when I am having conversations with clients and co-workers.
Where is the most unique place you've found to keep referral records.... Nothing unique. I put all the information from the referral record on my prospect spread sheet. If I'm the one that is expected to connect I will reach out the same day I receive the referral by text to set up a time to talk. I will then add that time to my calendar and set a one-week reminder after the scheduled 1st call. I was stapling them to the meeting sheet but I've recently been keeping them all together in a spot next to my desk.
When do you prepare them? Usually at the meeting. I have completed them before the meeting and I feel that doing them when you think of the referral is best practice.