What To Do To Give Referrals: Initiative | Pitcher
While PowerCore does not have a quota for referrals, dodging the responsibility to give referrals is mathematically unrealistic.
Share one system you use to be alert for an opportunity to offer a referral to a Team Member.
Do you tape a business card to your desk?
Initiate lunch with a client once a week?
How do you take responsibility for what you give?
Response from Wendy Kinney
from the PowerCore Team
When I'm scheduled to visit a Team I'm on EXTRA lookout for something to give during referrals.
- Often I have an Endorsement Letter to write.
- Sometimes (like Wednesday) a Past Member has called me asking who they should use, and it happens to synchronize with a Team I'm visiting soon. (Otherwise, I don't document these in a meeting. Probably should ... good idea.)
But neither of those qualify as "alert for the opportunity."
Hummm -
Yesterday I saw past Member Linda, whose husband, Ken, has been walking the Apalachian Trail this summer.
He's off right now, and I asked when he was starting again.
Linda said the tendonitis in is leg is still touchy, so he's delayed his start date, which (here it comes!) allowed me to tell her the wonderful results George has gotton from working with Dr. Andrea Pack. https://powercore.net/members/andrea-pack
So! That's my system - I ask what's happening and if there's an opportunity, I share experience
My initiative is to ask what's happening.
Response from Tom Wallace
from the Peachtree City Team
Whenever I have coffee with a team member, I have a small notebook to jot down info about the person I've met with. When I'm having conversations with other folks, I keep my ears open for a connection I can make from those coffee conversations, and this triggers a referral.
Response from Nicholas Garrison
from the Fayette Team
I keep my ears turned on all the time. I watch and listen. I will also observe conversations on Facebook about opportunities and will recommend teammates. I will then give the teammate the name of the referral and what group they belong to. I also play golf with a group of seniors, and they will occasionally ask for a referral. I have been able to give. We did business with two of my teammates.
Response from Nicole Comis, PCC
from the Roswell 400 Team
I keep a Google Doc with notes I take during INFOminutes, 7-minutes, and PowerBrews on each team member. It helps keep their information top of mind when I'm talking to clients, family, friends, and colleagues or when someone is looking for a recommendation in a Facebook Group.
Response from Jose Valentin
from the Peachtree City Team
In my line of work I have our clients pre and post project walk through . I learn a lot about my client and services they are needed in theses walk through. Not only do i listen for a great opportunity to pass a referral but I use a lot of visual sues as well.
Response from Jennifer Parlier
from the North Fayetteville Team
I am a bit old-school and still prefer one on one interactions. I keep a notebook that has holders for business cards and organize them in a way so that matching professions go together (Realtors, Mortgage Lenders, Home Insurance, Inspectors and Household Repair Companies for example.)
As I interact with clients on a daily basis, I always have my notebook with me and never hesitate when I here a need to give a card and let them know that I can get them together with a great person for the job. Every week at PowerCore I restock my cards to ensure I always have one to hand out when needed and let the business person know of the referral or setup a time for us to all chat!