What To Do To Get Referrals: Substitution - Four Ways | Timing

Timing matters when asking someone to schedule a meeting.

Tell us where timing matters in your business?

Some Realtors are conscientious about listing a house for sale on Thursday, to take advantage of weekend activity.

Where is timing crucial for you?

Scott Tufford

Response from Scott Tufford

from the Marietta Square Team

The Georgia purchase and sale agreement has a clause in bold stating "Time is of the Essence". There are many instances when representing a buyer that timing can make the difference of a successful purchase, or in a worst case scenario, cause the buyer to lose their earnest money. The earnest money at stake is generally in the range of $3000 - $10,000. 

The vast majority of buyers have a due diligence contingency clause that allows the buyer to conduct any and all inspections on the property within a specified time frame. Within the due diligence period the buyer retains the right negotiate "seller paid" repairs, or unilaterally terminate the contract. If a buyer does neither during the DD period, the contract states that the buyer is accepting the property in its "As Is" condition. Problems occur when a buyer terminates the contract after the DD period. By doing so, the buyer is in default and will forfeit their earnest money to the seller. 

Even though a home purchase is usually the largest transaction a buyer will make, I have found that the vast majority do not read their contracts. I educate my clients on these matters and also make it a priority to track all of the key contingency dates. I am happy to say that in 29 years I have never had a buyer lose their earnest money.

Philip Ladin

Response from Philip Ladin

from the Marietta Square Team

Timing is everything in my business. I work with Minor Children to help them stay safe and end up in the best environment for them. As such working around school schedules is imperative. The Court system does not like to move Minor Children to a different school system during a school year, so ensuring that Custody hearing occurs during specific times of the school year are imperative to protect the Minor Children.

 

Philip Ladin of Georgia Family Law.

 

Keith Early

Response from Keith Early

from the Marietta Square Team

As a Certified Public Accountant (CPA), timing is crucial in every aspect of our work. Each task comes with strict deadlines, requiring precise management of workflows and timely requests for documents and information from clients—all while handling daily challenges. Effective timing is essential to ensure compliance with laws, provide timely advice and services, and maintain the highest standards of financial integrity and reliability. By carefully managing and prioritizing tasks according to deadlines and client needs, CPAs can consistently deliver the best possible outcomes for their clients.

Raymond Jackson

Response from Raymond Jackson

from the Marietta Square Team

When it comes down to commercial cleanliness requirements. An important part of customization is based on the specific timing requirements that must be factored in during the scheduling process to meet the needs of services to be provided.

A properly cleaning timing schedule need to consider several factors such as the size of the facility, the number of employees present at any given time, the type of work conducted within that space, even require specialized cleaning protocols like medical facilities as well as industry standards.

Taking these variables into account can help determine the timing and frequency of needed cleanings in order for a business specific needs to be met. It's also essential with any services provided during business hours that you choose an appropriate time frame that causes minimal disruptions while maintaining maximum efficiency for staff members engaged by those services themselves. Some businesses prefer after hours cleanings which allow cleaners more time without causing disturbances in quieter periods or when fewer people are around overall — so finding that delicate balance between keeping productivity up without sacrificing cleanliness is the key!

Dr. Branden Evans

Response from Dr. Branden Evans

from the Marietta Square Team

Timing in my business is very important because the majority of patients who call to schedule an appointment are in some sort of pain or discomfort. Being able to see them as soon as they need to be seen does have high priority in the patient intake process. 

Jim McKinney

Response from Jim McKinney

from the Marietta Square Team

as a mortgage broker, timing is crucial when a borrower frist gues under contract to purchase a home.  its very inportant that we are able to send out the initial loan disclosure package within 24-48 hours to have the borrower sign the Intent to proceed. We need this ITP signed immediately so that we can then order the home appraisal.  (there is typcially only a 7-10 day contiingency period for the home appriasal).

The other important date iin the sales contract is the financing contignecy, (normally 14-21 days from the date of the signed purchased agreement)  by having the initial disclosures signed immediatly it allows me to start the loan process and have the loan underwritten immediatly so that we have no issues meeting the Financing  contingency date specified  in the contract.  the quicker we can received back the appraisl report and obtain underwriting approvval the better I look.  

 

Jon LaMonte

Response from Jon LaMonte

from the Marietta Square Team

Projected starting date is crucial in our business.  Having adequate time to understand what the client is looking for, designing a concept around those needs, estimating the costs, and then creating a plan to execute the final design is very important.  It also helps us create a realistic timeline for the client.  Too quick and the client will feel rushed and important details may be missed.  Too slow and the client may lose focus and feel their needs are not being met.  

Rebecca Brizi

Response from Rebecca Brizi

from the Buckhead Team

Quarterly business meetings: for business leaders to have a quarterly strategy meeting is important, and often I am brought in to lead these. 

3 months is enough time to see some proper results in projects and work. But it is also short enough for effective course corrections when things go wrong or new opportunities arise. 

Sticking to that timing can make a huge difference to business effectiveness and decision making. 

Debbie Waldrep

Response from Debbie Waldrep

from the Marietta Square Team

Timing in my business is all about the client - their timing! Some clients like to shop their coverage at renewal time; others like to shop anytime they have a change (like a new vehicle or a new home).  My goal is to help my clients with their rates and coverage, ANYTIME!

Saurel Quettan

Response from Saurel Quettan

from the Candler Park Team

Timing Matters in My Business

Corporate Clients
When working with corporate clients, I prioritize their need to stay engaged with their executive duties. To accommodate this, I offer flexible scheduling that aligns with their existing commitments, ensuring our engagements do not disrupt their professional responsibilities.

One-to-One Clients
For my professional one-to-one clients, timing is also crucial. Mondays are off-limits as clients are often setting up their week, and Fridays are avoided since they are winding down for the weekend. This scheduling strategy ensures that our sessions are productive and clients are fully present.

Taylor Chastain

Response from Taylor Chastain

from the Whitlock Avenue Team

The most critical timing factor in my business is managing 4-7 jobs and 2 dump stops on the day. We often schedule our jobs for 2 hour windows so that we have enough flexibility to hit our windows, but don't make the customer sit around waiting too long.

 

Tom Wallace

Response from Tom Wallace

from the Peachtree City Team

For a client to make a change in the way they work with their finances, they need to be ready and willing to change.

I am one of their advocates for their success, but if they are not ready to do the work necessary to change their money habits, they aren't a good candidate to work with me.

Nicholas Garrison

Response from Nicholas Garrison

from the Fayette Team

My timing is critical when teaching a dog a new behavior and rewarding the dog immediately after the behavior is done. Dogs only know the moment, so it is important to reward quickly. That is why some trainers will use a clicker to mark when a dog does a behavior because the clicker marks the exact moment the behavior is completed. 

Renea Ash

Response from Renea Ash

from the Roswell 400 Team

While there is no strict time constraint based on the day of week or time of year, the timing between when a client books a session and the date the finished images are needed is a critical factor.  My process when working with clients involves guiding them through each phase of their photographic journey to ensure a seamless experience. Starting with the initial design consultation, to securing a location specific to their objective and arranging for a makeup artist, each of these steps requires coordination and scheduling. Additionally, the client may need time to shop for the desired garments. Time must also be allotted for both editing and delivery of the final images. All of which can take anywhere from two to four weeks. Personal branding and family portraits typically require more intricate coordination than standard headshots due to the additional nuances involved, and therefore take more time.  Of course, if the client orders printed products, that can bring the timeline to a little over four weeks. 

Tanner Takekawa

Response from Tanner Takekawa

from the Marietta Square Team

Timing is everything in the roofing industry!!! Whether is showing up on time or performing repairs at a proper time. Homeowners & clients treat roofing issues with urgency, that being said it is always best to schedule at the earliest convenience. I think about what jobs are most urgent and I take care of those clients as top priority! This ensures that repairs that are urgent are done in a timely manner, which results in having happy clients.

Fredrick Lynch

Response from Fredrick Lynch

from the Fayette Team

When a potential client reaches out and requests a meeting, it is essential to meet with them as soon as possible.  Therefore, when I provide the link to my calendar, they can only see availability for the next 3 days.  

Christopher  Lyboldt

Response from Christopher Lyboldt

from the Roswell 400 Team

Timing is most important for me in terms of following up with a client that has reached out to me for elder care assistance. If I'm delayed in getting back to them on sensitive issues then related to aging, my credibility is immediately comes into question.  From a more practical perspective, there are other online entities that lack the ethical capacity to provide excellent client-centered consulting services. And they have tremendous power in terms of their Internet reach.  So, if I'm delayed in getting back to somebody, that client may go to the Internet in order to get answers and that could be disastrous for the family. 

Karey Rivers

Response from Karey Rivers

from the Marietta Square Team

Timing plays a crucial role in the financial services industry, particularly in life and health insurance. Understanding the optimal times to make decisions can significantly impact coverage benefits, premiums, and overall financial health. Where there are many titled statements I can share, I will narrow them down to three. 

1) Policy Purchase 

  • Early Purchase Advantage: Buying life and health insurance at a younger age often results in lower premiums. Younger individuals are generally healthier, which reduces the risk for insurers and translates into cost savings for the insured. 

  • Health Status Changes: Health conditions can change unpredictably. Securing insurance while healthy ensures coverage despite future health issues, which might otherwise make obtaining insurance difficult or more expensive. 

2. Open Enrollment Periods 

  • Employer-Sponsored Plans: Many employers offer open enrollment periods once a year. Missing this window can mean waiting another year to enroll or make changes to your health insurance plan, which can leave gaps in coverage. 

  • Marketplace Insurance: For those purchasing through health insurance marketplaces, the open enrollment period is a critical time to select or update plans. Missing this period may result in having to wait until the next enrollment period unless you qualify for a special enrollment due to life events such as marriage, birth of a child, or loss of other coverage. 

3. Life Events 

  • Marriage and Family Changes: Getting married, having a child, or other significant family changes often necessitate adjustments in life and health insurance coverage. These events typically qualify for special enrollment periods, allowing adjustments outside the standard open enrollment period. 

  • Job Changes: Changing jobs can affect both health and life insurance. New employment may offer different benefits, and understanding the timing of coverage changes is essential to avoid gaps. 

 

 

 

Conclusion 

Timing is a critical factor in managing life and health insurance effectively. From the initial purchase and open enrollment periods to life events and retirement planning, understanding when to make strategic decisions can lead to better coverage, lower costs, and overall financial well-being. Always stay informed about relevant timelines and consult with a financial services specialist to optimize your insurance strategy. 

 

Chris Jackson

Response from Chris Jackson

from the Marietta Square Team

For my business, timing is incredibly important for two distinct reasons. Both speak to the importance to connecting me with clients as soon as possible.

First, when my client has been injured through someone else's negligence, it's important to connect them with qualified medical professionals. We want to establish a relationship with a doctor so the client can get the care they need to recover from their injuries as quickly as possible. Further, insurance companies who pay claims tend to hone in on "gaps in care" to reduce the value of the claim - the logic is that the claimant must not have been significantly injured if they did not seek care immediately, and it opens the door to the argument that their injuries were not actually caused by the accident that's the subject of the claim.

Second, as an injury lawyer, I'm an investigator whose job is to gather evidence to build my client's case. The sooner I can start investigating an accident, the more evidence I can collect. For example, local businesses often have surveillance footage capturing an incident, but they don't keep their footage forever. Similarly, when I can speak to witnesses sooner rather than later, I can get their recollections of what they saw and heard while their memories are fresh and sharp. In my experience, witnesses are also more likely to want to help when they just saw an accident, but if I call them six months later, their memories have often faded and/or their willingness to help has diminished.

So, if someone has a referral for me, I can help most when I'm connected to a potential client immediately.

Dorian Crawford

Response from Dorian Crawford

from the Marietta Square Team

Timing is crucial for our restoration company because it directly impacts the effectiveness of our services and the preservation of our customers' property. In water loss situations, rapid response is essential to minimize damage; the sooner we arrive to remove standing water and begin the drying process, the less likely it is that belongings and structures will suffer extensive harm. Our commitment to swift action ensures that we can salvage and restore as much as possible, ultimately safeguarding our customers' property and delivering the high-quality service they expect.

Ebony Norflis

Response from Ebony Norflis

from the Marietta Square Team

I agree that timing is essential when asking someone to schedule a meeting.  Timing is crucial during the slow season for my mitigation partners.  My services connect with their activities and allows them to become a virtual "One-Stop Shop" without any of the overhead and liabilities associated with contents restoration services.

Heidi Franz

Response from Heidi Franz

from the Newnan Team

Timing is absolutely critical in my accounting and bookkeeping business. Providing my clients with accurate and up-to-date financial information is essential for their success.

Here’s how timing matters:

  • Year-round financial insights: I believe in providing my clients with real-time financial data, not just at tax time. This empowers them to make informed decisions about their business throughout the year, from managing cash flow to optimizing inventory.
  • Tax planning and preparation: Timely financial data is indispensable for effective tax planning. By providing accurate information to my clients’ tax professionals, we can work together to minimize their tax liabilities.
  • Meeting deadlines: My business revolves around deadlines, whether it's payroll processing, sales tax filings, or financial report generation. Meeting these deadlines accurately and efficiently is crucial for my clients' compliance and overall financial health.
  • Proactive support: I strive to be proactive in providing financial information. By utilizing automated tools and processes, I ensure my clients have the data they need, when they need it.

Ultimately, delivering timely financial information allows my clients to make informed decisions, improve their bottom line, and achieve their business goals.