7-Minute Presentation Workshop

Best Client Workshop

Orientation Essentials

InfoMinute Seminar

GateOpener Workshop

How to Benefit from an Association

Great job to our new MentorCoOrdinators.&nbsp;
Swing for referrals, the bat is in your hands!&nbsp;
Play ball.

Buckhead

Decatur

Emory

North Fulton

Peachtree

Peachtree City

Towne Lake

Canton Business Leaders

Candler Park

Duluth

Sugarloaf

Whitlock Avenue

East Cobb

Virginia Highland

Brookhaven

North Fayetteville

Paulding

Thursday MentorCoOrdinator Training

At the end of every client engagement, I follow a detailed process to ensure that I meet and exceed client expectations. First, I conduct a final review of all deliverables to ensure accuracy and completeness. I then schedule a closing meeting with the client, where we go over the results, answer any lingering questions, and provide guidance on the next steps. "The meeting also provides an opportunity to gather feedback to improve my services continuously."
To maintain credibility and strengthen the relationship., I have a comprehensive follow-up system after the engagement. During this period, I reach out to the client at key intervals — every 30 days with a newsletter, every 60 days with a blog post, and then at the end of the team to check in on their progress, address any new concerns, and offer additional support if needed. I am dedicated to ensuring their long-term success, rather than focusing solely on immediate results.
By consistently following through, clients feel supported and valued, which builds trust and confidence in my services. As a result, I’ve seen a significant increase in referrals from satisfied clients who appreciate the thoroughness and care I provide.

Credibility is a requirement for referrals. We establish credibility with every behaviour.
What is your process at the end of a client engagement?
Do you have a system for following through in 90 days?
How does this make them comfortable and make you credible? How has this contributed to your referrals from clients?

Substitution - Four Ways | Completion | PowerCore.net

Substitution - Four Ways | Completion

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

100% Club

Recognizing serving in all 5 primary officer roles

Hand Pin

5-year Pin

3-year Pin

Health Insurance

Mortgage

<span style="font-size: 13.999999999999998pt; font-family:
Calibri,sans-serif; color: #000000; background-color: transparent;
font-weight: 400; font-style: normal; font-variant: normal;
text-decoration: none; vertical-align: baseline; white-space:
pre-wrap;">Today I get the **p**ersonal privilege to
introduce to you my dear friend. 
{: dir="ltr" style="line-height: 1.295; margin-top: 0pt; margin-bottom: 8pt;"}

<span style="font-size: 13.999999999999998pt; font-family:
Calibri,sans-serif; color: #000000; background-color: transparent;
font-weight: 400; font-style: normal; font-variant: normal;
text-decoration: none; vertical-align: baseline; white-space:
pre-wrap;">She is one of the most **P**rominent **p**ronounced
**p**e**pp**y **p**erceptive **p**re**p**ared tax **p**re**p**arers who
**p**ushes the tax **p**ressures away by **p**reventing **p**ressure for
her **p**atrons. 
{: dir="ltr" style="line-height: 1.295; margin-top: 0pt; margin-bottom: 8pt;"}



<span style="font-size: 13.999999999999998pt; font-family:
Calibri,sans-serif; color: #000000; background-color: transparent;
font-weight: 400; font-style: normal; font-variant: normal;
text-decoration: none; vertical-align: baseline; white-space:
pre-wrap;">She continues to **p**rime herself,  as well as **p**ortion
her **p**erception with others in her **p**rofession. I **p**ersonally
have enjoyed getting to know her and am **p**leasantly **p**leased for
what is in store from this **p**articularly wise **p**eer. 
{: dir="ltr" style="line-height: 1.295; margin-top: 0pt; margin-bottom: 8pt;"}

Gold Star Pin

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

TeamCoOrdinator

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

Integration: Assists the MentorCoOrdinator.

MentorCoOrdinator 2nd

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

Yvette D. Best

News