Orientation Essentials

InfoMinute Seminar

Congratulations to our new MembershipCoOrdinators.
Swing for referrals, the bat is in your hands now.&nbsp;
Play ball!

Buckhead

Cumberland

Emory

Marietta Square

North Fulton

Canton Business Leaders

Fayette

Sugarloaf

Whitlock Avenue

East Cobb

Milton

Brookhaven

North Fayetteville

Paulding

South Gwinnett

Thursday's MembershipCoOrdinator Training

I was able to successfully create a referral for Patty Voelz, my fellow Sandy Springs team member, who's with Ameris Bank.&nbsp; I knew from past experience that she takes excellent care of her clients, so I was able to very confidently refer her to a client of mine who owns a mobile auto body business.&nbsp; While meeting with this client to discuss payroll, the topic of banks came up.&nbsp; The client was quite unhappy with their current bank and I knew immediatley who could help!&nbsp; I made sure that the client was ok with me passing their contact info to Patty, then after the meeting with the client I called Patty (and followed up with an email) so she would have all the info needed to reach out to the client.&nbsp; Patty set them up with personal and business accounts, and my payroll client is much happier with Ameris than their former bank.

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

5-year Pin

3-year Pin

Mortgage

Gold Star Pin

Professionalism: Assists the TeamCoOrdinator.

TeamCoOrdinator 2nd

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

ParticipationCoOrdinator

Opportunity: Provides a steady stream of new opportunities.

VisitorCoOrdinator

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

MembershipCoOrdinator

Quality: Assists the MembershipCoOrdinator.

MembershipCoOrdinator 2nd

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.

Kelly Lamb

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