What To Do To Give Referrals: INTROMinutes

INTROMinutes and referral introductions are the same – they’re about a Team Member.

Count three to your left. Imagine you’re introducing this Member to your favorite client.

What would you tell your client to transfer the credibility they’ve built with you?  

Patty Williamson

Response from Patty Williamson

from the Sugarloaf Team

When referring Sean Johnsen to one of my clients, I would let them know that Sean is an expert at assisting small businesses, making sure they have the proper insurance to cover all aspects of their business.  Sean is an insurance agent they know they can reach when he is needed.  He answers his phone when called and if you miss him, he will call you back the same day!  He will help advise them on the coverage they need and take the time to explain how the coverage will protect them.  Sean is the person you want on your team to help make sure your business continues running smoothly even in those unexpected situations.    

Jon Ongtingco

Response from Jon Ongtingco

from the Cumberland Team

I think you need to speak with Mark Chase for your accounting needs. I have worked with him for more than 13 years now and he has never failed to answer my calls or get back to me regarding my questions, and I have a lot of them. His knowledge level of the yearly changes in our tax code is always impressive and lets me get back to supporting the IT needs of my customers because I do not have to spend hours preparing taxes or figuring out those things on my own.


Jonathan Ongtingco

SOHO Data and Voice, Inc.



Lisa  French

Response from Lisa French

from the Sugarloaf Team

Patty Williamson is one of my favorite lending partners for several reasons first and foremost because of her excellent communication throughout every stage of the lending process. From the pre-approval   all the way through closing you never have to question where your client is in the process because Patty is so proactive at keeping everyone informed.  The other reason I love working with Patty is because she treats every client as an individual and looks at their personal needs and means. To determine the best possible loan product for them. She will also be honest and helpful in explaining what someone needs to do to get improve their situation to get a better loan offer/product or rate. I continue to recommend Patty for these reasons not only to my clients, but also to my other real estate agent peers.

Robert Jackson

Response from Robert Jackson

from the Sugarloaf Team

Andres Inciarte is in the Web design business and has done some work for a couple of clients of mine.  I have found him to be very thorough in finding out all about my clients before even starting to work on improving, or in one case, setting up a new webpage.  He gives them a list of questions that, once answered, will give him the ammo he needs to put their personality onto the webpage.  He spends plenty of time to make sure that everything is in place and the client has approved all changes or updates he has provided and then they go live.  Andres is very conscienctious and organized in his work and I believe he will do a great job for you as well.

Sharna Ettinoffe

Response from Sharna Ettinoffe

Maria Jimenez is high energy, eager and has a warm and cheerful personality. She puts the needs of her clients first and her accesibility to her clients keeps clients happy and reassured.  Maria also posses a great deal of Emotional Intelligence. She listens carefully to what her clients and prospects say to make sure they get the right insurance products that best fits their needs. What I like most about Maria's approach to her job is that she is a true problem solver.  Recently, she helped a family who had been displaced due to a fire to their home by coming up with more and more creative solutions to meet their various needs. I'm always happy to recommend Maria; she really loves what she does and it shows. 

Jennifer Flores

Response from Jennifer Flores

from the Sugarloaf Team

Sharna Ettinoffe is extremely conscientious - a trait you really want to have in a closing attorney.  She was doing mobile closings years before the pandemic and continues to offer that convenience to her clients.  Her fees for closing are lower than other closing attornies.  Sharna likes to make closings fun and festive.  What I admire most about Sharna is that her mission is to fully educate the buyers at closing.  She takes the time to go over each document making sure the buyers understand what they are signing and she explains the importance of purchasing title insurance.

Parker Jones

Response from Parker Jones

from the North Fulton Team

My boss often says "To be interesting, be interested."  When I meet with a team member for coffee, I ask subtle questions about that person's personal background, as well as about their professional background.  I learn about their families, where they are from, where they went to school and sometimes what they do for fun.  That way, I can describe them as people, not just as "task doers."  In my opinion, that makes them sound more appealing to meet from a cient perspective.  It makes the person I am describing sound human.  People want to do business with people they like, but also those they may have something in common with or who seem interesting.  I try to find small things that make people I refer sound attractive, other than just their skill set.  This practice also makes me seem like know the person I am referring, and I think that makes my referral more credible.

Tom Wallace

Response from Tom Wallace

from the Peachtree City Team

You need to speak with Jason Muldrow and his team at Muldrow Marketing.  They can provide all your marketing needs and tailor your products to align with your budget.  He and his team can provide solutions for Social Media, Website Design, and Advertising.  Jason ensures that you will be happy with their final product or do whatever it takes to make it right.  

Maria Jimenez

Response from Maria Jimenez

Subject: Tina Meet Robert, Robert Meet Tina    

Hello Tina & Robert, 

I’m thrilled to connect the two of you and thank you both for welcoming the introduction with open arms!

 Tina- as I mentioned when we spoke, Robert with Centaurus Financial, Inc. is our favorite financial advisor in our Power Core team. I am sure Robert will have the knowledge to answer your concerns regarding retirement. Outside of that, like you, he enjoys taking dance classes with his spouse.

Robert- to quickly recap from our chat, Tina is working on her retirement plan and is looking forward to speaking with you.

I’m confident that the two of you will enjoy meeting, talking about numbers and all things to do dancing classes! 

I’ll let you two take it from here. If there’s anything I can do to facilitate the connection further, please let me know.

 Happy Connecting,

Andres Inciarte

Response from Andres Inciarte

from the Sugarloaf Team

I would like you to meet Lisa, she's a diligent real estate agent, and I believe she would be an excellent fit for you due to the clear communication she offers her clients and how diligent she is when reading contracts and making sure clients understand the home buying process.

Lisa has a proven track record of providing her clients with a top-notch experience, from the initial search for the perfect property to the final closing of the deal. She will be able to explain every step of the process clearly and keep you informed at every stage.

Sean Johnsen

Response from Sean Johnsen

from the Sugarloaf Team

Jennifer Flores and I are in the same networking group that meet once a week.  What I trust and like about Jennifer is that she knows her product, she always has samples on hand for us to see and try.  She listens to what people say and she will put the best product in your hands, best thing about Jennifer is she is very realiable and does what she says!!