I keep my referral triggers on my dashboard.   Of course sometimes they end up between the seats.  By keeping them in the line of sight it is a constant reminder to be on the lookout for referral opportunities.   My clients don't often engage me in conversations about other topics besides plumbing,  so when the chance comes around I need to recognize it and be ready. I pass the referral info through text and typically fill out the forms at our meeting. 

I'm going to tell a Rusty Carter story:
Rusty kept a Referral Record in his wallet, because it is the size of a dollar. 

If he was having a conversation with you -- this happened every day, the conversation I'm thinking about right now was while he was standin in line at the DMV to renew his driver's license, but it also happened with clients -- he would whip out the Referral Record and say, "Write your name here, and your phone number here - I'm having coffee with him Thursday morning, I'll have him call you."

When you got a referral from Rusty it was in the prospects handwriting!

I spoke with Rusty the day before he died, and promised I'd keep telling his stories. 
Bet he's in a casino in heaven right now, loving this!

I attempt to take notes at each meeting and that helps me to pay attention.  If I'm away from the meeting when I come across a referral opportunity, I write it up on the spot and keep it until the next meeting or create a calendar item to remember to do that later.  I prepare most in advance but some during the meeting.  Especially when we discuss 'single best things'.

I put the agenda on my desk next to my computer.  I also utilize my phone calendar to keep track of when I send a referral so that I know who to pass on Tuesday mornings.

Being in Power Core for 8 years, we are honed and skilled to  listen, listen, listen.  Even in personal conversations, I am thinking.    I just feel that my referral "button" is always on, open to receive the vibrations or the targeted sense of knowing this person needs Jason, or Dan, or Dale and Paul.  Readiness to receive!!

I keep my pink slips close by every week in my P. Core small notebook on my desk with my password books and checkbook.  Important space!!  To help me remember I have things to do with that person or calls to make to someone.   And to be sure, I don't forget to write up my new found referrals for the coming Tuesday.

I prepare several days before our Meeting because I have made notes for these four people I know to meet these four fabulous members on my team who are going to "make their day" !!  

Listening, making your notes goods, follow through with emails and phone calls and of course, have good paperwork for our MCO to do their thing!!!

I maintain good relationships with the members of my team by having coffee and lunch meetings.  This keeps me in touch with what is going on with them socially as well as professionally, so that I can recall their services readily in mind when I come across referral opportunities.  Typically, when I have a referral, I will go ahead and make the connection via three way text or email, and then I mark it in my notebook.  That way, I can formally memorialize it with a referral record at my meeting, but will not have overlooked actually making a timely referral.

I keep referral slips in a plastic baggie in my purse so I can pull one out and get it started as soon as I start speaking with someone while I'm out and about.  I also choose a different person from my team roster each week who I'd like to meet for a PowerBrew, and that one is filled out before the meeting starts.  Another place I keep a small supply of referral slips is in my office desk so that when I'm meeting with my clients, I can easily get one started if they need a product or service that I know a PowerCore member would be able to provide.

#ketopaddlegirl

When meeting with a prospect, a business associate, friend or stranger I'm always listening for services they are seeking or a capability they may have.  This makes it easy to refer a PowerCore member or find another source of capabilities that I can refer.  I keep my Referral Records in my notebook so that I can distribute them at the meetings.  I try to prepare at least one before the meeting, it's generally someone that  I want to get to know better and understand their business 

I keep my referral attention sharp by keeping my team roster on my desk, and reading each name at least twice a week while thinking about my network looking for individual or institutional needs that my team members could address.

I keep referral records in the same spot I keed the team roster, and prepare one at the moment I discover an intersection between the needs of my network, and the capabilities of my team members.

I keep referral records on my desk to remind me as I speak with clients on a regular basis.  Having them where I can simply pick one up and start writing while I talk with clients makes it easier to keep it top of mind.  

In a like manner I keep We Did Business slips on my desk as well.  As I close business I grab one off my desk and fill it in so I can just put them in my bag and take them to our Tuesday AM meeting. 

#back2sea  

When working with my clients my focus is on being of service. Not only with what I can offer but with any referral I could give to help relieve whatever pain they're having. 

I have a PowerCore backpack that I keep my referral records in.

I write them at the meeting.

I always have my eyes and ears open for opportunities for referrals around the table; whether it's during conversations or something observed while I’m out and about.

I’ve started keeping some referral records in the console of my truck so I have access to them when I’m out and about.

I try to prepare them during the week, but I also can do them before the weekly meetings.

I have a desire to add value to my team and others. Because of that I'm always on the lookout for referrals. I write my referral ideas down on a to do list several days ahead of the meeting but I like to prepare my referral records right before. 

I think to keep my referral attention sharp is to listen!  If you listen during a conversation you will here needs brought up quite often.  Our goal at All Dry is to make customers feel conmfortable and safe during their time of need and during that time they will tell you their needs and what they are worried about!

I tend to keep outstanding referral records in my wallet until I have made contact or have something scheduled for it!

I usually only prepare them during the time at power core.  Because I deal with emergencies most of the time I will make a phone call right away to speed up the process.

How do I keep my referral attention Sharp ...   By being prepared for the meetings so that I can focus my attention on the members as they share bits of information that will trigger a referral when I am having conversations with clients and co-workers. 

Where is the most unique place you've found to keep referral records.... Nothing unique.  I put all the information from the referral record on my prospect spread sheet.   If I'm the one that is expected to connect I will reach out the same day I receive the referral by text to set up a time to talk.   I will then add that time to my calendar and set a one-week reminder after the scheduled 1st call.   I was stapling them to the meeting sheet but I've recently been keeping them all together in a spot next to my desk. 

When do you prepare them?  Usually at the meeting.  I have completed them before the meeting and I feel that doing them when you think of the referral is best practice.