I referred a Powercore member to a client who needed IT support for a construction business. After she inquired about needing help managing computers and printers, I sent a three-way email to both the Powercore members and the client, providing the Powercore members' contact information and the client's information. I also stated the client's problem and how the Powercore member was qualified to address it. The Powercore member still has my client as a customer today, and they have been a very good client. 

My best referral so far was an introduction to a handyman for a very discriminating client with super high expectations. I knew instantly that the match would be a perfect fit based on the conversation and request. When I made the initial connection, I shared the nature of the referral and their wants/needs to set expectations for a successful relationship. Building a strong foundation between the two right away. Many, many years later, that initial PowerCore member has also referred this individual to several other PowerCore member trades, who in turn, have made their own referral connections for this same individual. This person is literally the gift that keeps giving and giving...

I was at a potential client's house giving him an estimate for window cleaning and pressure washing. During the conversation he mentioned he had a water leak in the garage ceiling. He wasn't happy with the roofing people who came out before. As my custom is I give out the back of the agenda with my team members to every potential client that I go do an estimate for. I do this to be a resource for them whether they hire us or not. I mentioned that I am part of a business meeting every Tuesday and I have a roofer on my team and shes's very good at what she does. I asked him if he would like a connection. He said yes. I called Donna Chunglo or as shes's famously known as "Donna the roofer" right there on the spot and connected them. According to Donna it was the biggest referral she had ever received up to that point!

This dates back about 4 years or so ago, so I've lost some of the details, but it's still one of my favorite referrals.  A new client came into my office to meet with a CPA to get started out on the right fit.  Donna was opening an art gallery and needed more than a CPA.  Through that initial meeting, I referred her to Trent Phillips, as she needed a website.  I referred her to Robert Montgomery, as she needed a payments processing system.  I referred her to Katie Moore, as she needed a business attorney.  I referred her to Terry Gilbreath, as she needed an IT guy.  I believe there were a few more referrals in there, from Trent, Robert, Katie, and Terry, as they worked closely with her discovering more PowerCore members who were good fits to help her get started.  This one displayed the Power in PowerCore!

I referred a client to Daniel Chadwick a couple of years ago and he did such a good job that I now send every single client to Daniel wether or not they ask for a homeowner's insurance recommendation. I have created a system where I ask the client directly if they'd like to look at some HOI quotes and they always say yes, so Daniel now has the opportunity to speak to every one of my clients. 

Six years ago I started working with a young entrepreneur who acquired a vendor and needed a new website for merged companies. Despite having a connection with a web designer at his local chamber of commerce, he was open to speaking with one of my business colleagues... Trent Phillips, who specializes in web design and digital marketing.

I sent an email to both parties describing the project scope, shared their mutual contact information, and recommended they schedule a meeting as soon as possible since time was of the essence. And then I followed-up to confirm the meeting took place and it was a positive experience for everyone. 

My client went with Trent at Bizography to create their website. And over the course of the last 5-6 years, thanks to growth and acquistions, they have built another website, are now providing hosting and SEO for three websites, and have managed multiple Google Ad campaigns. 

Because of this connection and the value received, this client is now working with (or has worked with) 4 other Power Core members that Trent and I have recommended.   

Cliff Wilcox from the Roswell 400 team that I was subbing on said I have a leak at my office.  He arranged a meeting with myself and the property manager and owner.  WE filed the claim and it was approved and thus I reroofed my first office complex.  We had quite a celebration after!

One of my best connection has been to our insurance partner, Daniel Chadwick. One of my clients was complaining about the increased cost of car insurance, I connected them to Daniel, and he was able to wrap their home an auto together and save them significant money. It was a win-win for the team and the client!

A couple of years ago, my neighborhood HOA clubhouse flooded. I was talking to friends on the tennis team who were also on the board of the HOA, and they mentioned that they had not had any luck getting a hold of contractor to come evaluate and help remediate the damage. It had been over a week. I quickly recognized the opportunity for my team member, Spencer South. He was out to my neighborhood within 2 hours. His team dried the building and did the entire reconstruction of the flooring, walls, kitchen, and other damaged areas. My HOA was over the moon with the introduction and are eternally grateful for his help.

Thank you Spencer for always being there for my clients and referrals!

I recently referred a friend to Parker Jones. 

I knew she had recently started a new job and would be potentially moving her 401k and reviewing beneifits, prompting my SWING to make a conection. 

I RAN/RUN to connect her with Parker via three way email and he set up a meeting quickly as the matter was time sensitive. 

I followed up with her throughout her Onboarding process as her comfortability  and confidence in me referreing was transferred in her experienced with Parker. 

Play Ball 

The best referral I gave was one I was able to give to 3 people….

To Dr. Morgan Heulskamp, Jai Lee Galanti, and Mark Thomas.  Speaking with a new client she shared that she had gotten rear ended.  In conversing it was apparent she was in pain and frustrated and did not know where to turn.  I knew the three mentioned above could help her out, and put her in good hands to eliminate stress, pain, and frustration, so she could move forward with peace of mind, able to put her efforts back into her business. I connected them through a 3 way email including links to their profiles, websites and phone numbers plus how they are experienced, knowledgable and experts at what they do. At our meeting tomorrow I will follow up to ensure things continue to move forward for her so they can fill out we did business slips. 

A patient of mine was looking to get back in the gym but wasn't sure where to start in regards to not aggravating his low back condition. I set them up with DeWitte Thompson through a 3-way message.  With the patient's permission, I discussed their back condition and what the patient and I had been working on to DeWitte so he knew exactly what the patient needed.

I was having a recent conversation with one of the trustees at my church and he told me that our current insurance company was not going to renew our policy.  To make the matter even more urgent, we only had a couple of months before our current policy expired.

I referred him to Jerome Mills on my team and he went to work finding new coverage for the church.  Our trustees were very pleased with Jerome's hard work and going above and beyond in finding the best policy for our facility.

I had a friend tell me he needed new windows. I texted him the name of Chris Marosy from Integrity Construction, who contacted him and gave him an estimate. My friend told me they contacted him; however, because of an issue with the length of time, it took due to price changes with glass cost for the repair. I contacted Chris again and told him. He reached out to the client and assured them they were working on it.  I have been in contact with my friend weekly and everything has been moving along smoothly, and the repairs are being made

My best to date are multiple referrals for auto and home insurnace.  In both cases, I listened to my client for key words that lead to me asking: 

"Have you quoted your auto or home insurance lately."

I then identified a PowerCore member that I meet with weekly and trust.

Then created an introduction via email and phone numbers to connect them with Daniel Chadwick, then followed up to see if they connected.

Both sets of clients then said that they were very happy and saved money. 

This was a great outcome all the way around!

While speaking to a neighbor about some investments, I noticed she kept mentioning company structure and how she wanted to make sure things were set up in such a way that she could pass on a business to her son. She had several business legal questions I knew the answer to, but only because I had Katie Moore help me. I connected the dots and sent her a referral. Not only did Katie Help, but another Powercore member also helped with her estate planning. In my book, having multiple members involved makes this a grand slam of a referral. 

I have recently had several clients requesting electrical work on complete kitchen upgrades. When the client asks about under cabinet lighting, I discuss several cabinet construction styles to facilitate concealing and or enhancing the lighting. I inform them I work closely with my master cabinet makers. I then swing the conversation to "Have you discussed these methods with your cabinet maker?" Their response indicates they want a better dialog with additional cabinet makers. I immediately text them the contact info of my referral group that works well with me. I then shoot a text to my referred contractor putting them on notice to look for correspondance from the new client. A few days afterwards, I probe the client and contractor on whether or not the connection was successful and discuss areas that promoted success or instilled doubt.

The best referral I have given to another Power Core member was to Taylor Chastain on the Whitlock team whose company is a junk removal company called Up Up and Away.

As a professional organizer, I tend to have clients getting rid of items.  The easiest way to get rid of the large items is through a junk removal company.

I had a client emptying their basement that was full of old furniture, clothes and LOTS of miscellaneous items.  I told the client the fastest way to get rid of the items we were purging was to use my contact Taylor Chastain with a junk removal company.  I explained the process to my client then asked if they would like me to contact Taylor. 

After they said yes, I called Taylor and placed him on speaker in order to introduce him to my client.  Once Taylor explained the process, my client agreed and Taylor was out the next day.  The client was so excited they did not have to take care of the process themselves and everything was gone when we were finished.  

The best connection I have made was referring my existing client (private Pilates & Sound Healing client) to Dr Morgan Huelskamp (chiropractor on our team).  

1. The Swing - I noticed specific misalignments in my client and talked with her about working with a chiropractor for adjustments & soft tissue work. We were also discussing that part of the struggle was her physical requirements tending to her wheelchair-bound husband. Although she had seen a chiro previously & was thinking of doing so again, her husband was unwilling from poor experiences and the added difficulty of getting to/from appointments. I asked her if she would be interested in an excellent mobile chiropractor that could see her and her husband in the convenience of their home.

2. The Run - When she said yes. I connected her with Dr Morgan via 3-way text introduction the same day.

3. The Score - Both of them connected on the 3-way thanking me for the introduction & then connected separately.  I had talks with both parties afterwards to know when the initial consultation was set up for .... and then later further discussions about how it went.  Now months later, both my client and her husband are regular ongoing clients of Dr Morgan - and everyone is benefitting and happy. 

Having relocated to Georgia three years ago from Los Angeles, I've kept in touch with all my entertaiment Industry contacts, developed over 35 years in the industry. Origianlly moving to Atlanta to serve as V.P. of Sales & Marketing for the City's second largest prop house, with contracts with Marvel and numerous other film & television Studios, keeping those channels alive during the challenging times of the strikes seemed all the more essential.

Having been on the hunt for Powercore members who provided complimentary services to the luxury portriat photograpy market I am endeavouring to access, (and several invaluable reccomendations from my own team) I met and had a lunch with Randy Beck, the superb Videographer and Producer from the Whitlock Team. After doing my research on his company, capabilities and level of skill and service, when a long time Los Angeles Director/Producer and collaborative partner of mine for 25 years, called me and asked if I had an Atlanta "A" level video crew I could refer to him with absoloute confidence, I know the answer immediately, and recomended his with the highest professional endorsement, even though we had never formally worked together.

Within 2 weeks the shoot was a go, with Randy and his team from Studio Lensa aboard. After a $25,000 payday, (and the very happy client) I felt this was a stand-out referral, one likely to result in much future business.

I had a client who was truly struggling with emotional and mental health. As I talked with her further, and we dove into the level of despondency she was dealing with, I could see her needs were beyond coaching and she needed a physician's help. With her permission, I called a specialist I felt would be a good fit, and described what my client was experiencing. The doctor agreed to take her on, and I got both of them on a call with me. I introduced them to one another, stayed on the call to make sure everyone was comfortable and that the fit was good, then bowed out of the call to let them move forward. Several follow ups - both via email and in sessions with my client - took place to make sure she was getting the attention and support she needed.  The doctor got her to a balanced place, evened out her mood swings, and recommended a new focus on stress management that I have integrated with her into her daily routine. She's still a client today, and still doing well with her emotional and mental health.

When called out to clean carpets, I had a customer with a leaking faucet. I asked if she called a plumber. Mrs. Wilson replied no. I said " I know a guy". I referred her to Handyman, and her neighbor across the street had a plumbing issue as well, so he was able to complete 2 jobs.

A recent referral that I sent out was for a friend, she was discussing some health issues with me, and I let her know i knew a wonderful wellness coach who would be able to assist her. So I set up an introduction with Lesley Donne. Letting Lesley know in advance that I would be getting them connected, I gave the both of them eachothers information and got them connected! 

When working with my social influencer clients, who are also medical doctors promoting products and giving advice on healthy living, I noticed they lacked business insurance, leaving them vulnerable to potential lawsuits. I brought this to their attention, and they asked if I could help them connect with an insurance broker.

I recalled a PowerCore member at our table, who had recently given a presentation about insuring clients who sell products online. His experience with comprehensive insurance policies seemed like the perfect fit for my client's needs. I promptly made the introduction via a three-way email, ensuring the PowerCore member had the necessary background to address the situation professionally.

After facilitating the connection, I followed up with both parties to ensure my client received the help they needed and that their business was now protected. This method of handling referrals ensures my clients are connected with the right professionals quickly and effectively, providing them with peace of mind while strengthening their business.

One of the best referrals I ever gave was to a friend who runs a digital marketing agency. A client mentioned they needed help with revamping their online presence, so I decided it was time to take a swing.  During one of our routine check-ins, I asked the client directly if they were looking for help from a digital marketing service. They were immediately intrigued and asked for more information.

I reached out to my friend at the digital marketing agency. I briefly explained the client's requirements and shared their contact details, emphasizing the urgency and importance of this connection. I also gave my client a heads-up about expecting a call soon. To ensure this referral hit home, I followed up with both parties after a few days. I was thrilled to hear that they not only connected but also started working on a successful campaign. My client's new online presence skyrocketed, leading to increased traffic and improved business results, while my friend's agency gained a happy, satisfied client.

By being proactive, facilitating communication swiftly, and ensuring everyone remained engaged, I managed to give a referral that had a positive and lasting impact on all involved parties.

One of the best referrals I’ve given was to a colleague who specializes in tax strategy. I was meeting with my client, Mark, who mentioned his frustration with high tax bills despite his strong business performance. That was my swing—I asked Mark if he’d be open to connecting with a trusted tax strategist who could help him reduce his liabilities.

Immediately after the meeting, I made the run by reaching out to my colleague, providing a detailed background on Mark’s situation so he could be well-prepared for the conversation. I then connected both parties via email, setting up an introductory call.

A few weeks later, Mark shared how much he appreciated the connection. My colleague was able to identify several tax-saving opportunities that Mark had missed. That was the score—knowing that the referral not only addressed Mark’s problem but also delivered real value.