Orientation Essentials

Best Client Workshop

InfoMinute Seminar

7-Minute Presentation Workshop

How to Build a Referral Marketing Plan

Fill the Filing Cabinet Workshop

How to Benefit from an Association

GateOpener Workshop

Coach

Linda Loud had assistance from Milton Team Members Madeline Chryst, Stacey Brustein, and DeWitt Thompson giving out Adopt-A-Grandparent gifts and homemade cookies to residents at Roswell Nursing Home and Rehabilitation Center.

North Point

Milton

PowerCore Elves in the Community

The type of process I use depends on the type of client. With any new prospect, I have a standard email and text I will send to schedule an initial phone call and then a consultation. If that person becomes an in-person client, I like to keep track of things manually rather than use a CRM system. I think this allows me to add a more personal touch especially as I already spend so much one-on-one time with my in-person clients. One of the things I have found to really make a difference is keeping birthdays on my calendar. Clients are always pleasantly surprised to receive a phone call (not a text) on their birthday and I have found it really makes a difference. With my online clients, my system is a little more automated, but I still keep track of follow ups like phone call check-ins, video sessions, and birthdays manually on my calendar.

Share a place in your business where you’ve created a process to initiate.
<ul>
<li>Do you use a CRM system with follow up reminders?</li>
<li>Do you keep client’s birthdays on your calendar?</li>
<li>Do you have a standing day and time for coffee?</li>
</ul>
Describe the system you have, and the benefit you get.

Initiate | PowerCore.net

Initiate

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

100% Club

5-year Pin

3-year Pin

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

TeamCoOrdinator

Professionalism: Assists the TeamCoOrdinator.

TeamCoOrdinator 2nd

Equality: Provides an equal platform for self-promotion so Members both recognize and receive referrals.

ParticipationCoOrdinator

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

Integration: Assists the MentorCoOrdinator.

MentorCoOrdinator 2nd

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

DeWitte Thompson III

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