Orientation Essentials

InfoMinute Seminar

I have been keeping pink slips in a separate folder. I'm in the process of creating a spreadsheet that will help me track successes and follow ups. If I have not heard back from a referral, I would check with my client first and then depending on the conversation the team member. I like the 3-way connection method either with an email or text to make sure both parties are introduced before the meeting.&nbsp;

The purpose of the pink copy of a Referral Record is for the Member who gives the referral connection to have a way to follow up.
How do you physically track your pink slips?&nbsp;
When you have not heard anything do you follow up first with your client, or with the Team Member?
Share how you confirm&nbsp;a connection.
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Keep Yourself In The Triangle | Strike Means Connect

Kelly Stover

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