What To Do To Get Referrals: Turn Handshakes Into Bank Deposits

PowerCore offers six referral workshops as a complimentary benefit to Members.

  • What do you offer your clients as a complimentary extra?
  • What percentage of your clients take advantage of this?
  • How does their extra knowledge bring you benefit?
Jon Ongtingco

Response from Jon Ongtingco

from the Cumberland Team

I extend the reduced rates of maintenance customers to their employees. Many of our customer's employees take advantage of this and it helps overall because the employees work faster both at home and in the office and are less likely to introduce problems into the office network from their personal devices.

Wendy Kinney

Response from Wendy Kinney

from the PowerCore Team

The first four extra workshops are

  • Fill the Filing Cabinet
  • 7-Minute Presentations
  • Best Client Genome
  • GateOpener Workshop

The extra extra workshops were introduced a year and a half ago:

  • How to Build a Referral Marketing Plan
  • How to Benefit from an Association

The next extra extra in the cue is - coming in 2024. (February target)

  • How to Marketing Your 7-Minute and Speak for Associations.
Rebecca Brizi

Response from Rebecca Brizi

from the Buckhead Team

This question got me thinking: I advise my clients against underpromising and overdelivering, and to instead Promise & Deliver. 

The risk is that over-delivery becomes the expected norm. 

What this question did make me think about is something my clients don't always realize I offer, which is additional conversations on the phone or via email. All the work I do with a business will entail a change in its practices, and change - whether big or small - is hard. I price per project or meeting, so extra time with me does not get tracked by 12-minute increments on an hourly charge. Instead, a client can always contact me to clarify points of our work together or ask to go over how to implement it properly or review their outcome. 

Jimmy D! Dunnavant

Response from Jimmy D! Dunnavant

from the Fayette Team

I offer each of my clients a complementary pre trip itinerary review a couple of weeks before their departure date.  The intent is to make sure all their questions are answered and they know what to expect on departure day.  For cruises I cover ground transfers, air arrangements, the ship they are sailing, and where they are going.  We show where their cabin is and where to go to eat and drink.  I want my clients to focus on making Memories and Moments.  #back2sea. 


Tom Wallace

Response from Tom Wallace

from the Peachtree City Team

I I provide a checklist to all my clients on the major components of a healthy financial plan that goes beyond spending and debt reduction.  This shows them there are a lot of moving parts to their financial plan such as estate planning, insurance, investment planning and so much more.  

The benefit I receive is showing my clients I can be a continued resource and guide to ensure that all those components are taken care of with my expertise as well as giving them excellent referrals to people in my network.

Susan Honea

Response from Susan Honea

from the Whitlock Avenue Team

I offer a complimentary discovery call for all my clients. This allows us to determine if we are a good match, which is an essential step in the coaching process. The vast majority of my clients take advantage of the benefit, and I strongly recommend to those who aren’t inclined to take this step to do so. Their extra knowledge benefits me in a couple of key ways. First, it confirms whether we have effective rapport; the coach-coachee fit is the single most important aspect of the coaching relationship. Second, it helps me streamline the proposal process and onboard the client more quickly because I know at least some of their goals before the coaching process even begins.