Orientation Essentials

InfoMinute Seminar

The bat has been passed to a new roster of MembershipCoOrdinators.&nbsp;
Swing for referrals!

Roswell 400

Decatur

Marietta Square

North Fulton

North Gwinnett

North Point

Peachtree

Peachtree City

Downtown Woodstock

Candler Park

Duluth

Sugarloaf

Whitlock Avenue

East Cobb

Virginia Highland

Newnan

South Gwinnett

Tuesday MembershipCoOrdinator Training

When I refer a client or other contact of mine to other Powercore members, I introduce them directly to the contact via email.&nbsp; I then follow up with a call and/or text to the Powercore member.&nbsp; When I refer someone, they are warm leads that I have already spoken to and qualified for the powercore member.&nbsp; &nbsp;I don't deal in cold/blind leads who are not really a fit or who are not actively looking for their service.&nbsp; &nbsp; I consider that disrepectful to the other Powercore team members to hand off referrals that I have not qualified, and I expect the same when people are referred to me as well.&nbsp; That way, none of us are wasting each other's time with cold leads/people who really are not looking for our service level of expertise.&nbsp; &nbsp;&nbsp;
Once the referral is made, I document it on the referral record at the next Tues morning meeting.
&nbsp;

A blender is a tool to make smoothies – the method, the order ingredients go in – matters. Liquid must be on the bottom to avoid cavitation. What’s your method for referrals?
<ul>
<li>Do you call the Member, then send a Referral Record marked done?</li>
</ul>
What is different when a referral opportunity happens during the week vs an idea that pops into your head here?

Referral Records | Method | PowerCore.net

Referral Records | Method

Opportunity: Provides a steady stream of new opportunities.

VisitorCoOrdinator

Opportunity: Assists the VisitorCoOrdinator.

VisitorCoOrdinator 2nd

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

MembershipCoOrdinator

Ryan Kelly

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