What To Do To Give Referrals: Initiative | Catcher

Catching is not a passive activity in baseball or in referrals.

 

Every Member has to contribute. Share two things:

  1. A place where you currently contribute to the Team.
  2. A place where you are actively studying to increase your referral effectiveness.
Herman (Tommy)  Thompson  Jr., CFP®, ChSNC®, ChFC®

Response from Herman (Tommy) Thompson Jr., CFP®, ChSNC®, ChFC®

from the North Gwinnett Team

1. The Participation Coordinator on our Team, Joe Schwartzmiller has requested volunteers to do joint 7-minutes, so he and I are going first.

2. I have added some prompting questions to my annual reviews to try to uncover opportunities for my Team.

Mr. Jodey Smith

Response from Mr. Jodey Smith

from the North Gwinnett Team

1. I often serve as the Time Keeper during meetings.

2. Coffee meetings are the place I study more deeply for referral connections. I enjoy asking questions to help me understand the person and their business.

Jamie McDonald

Response from Jamie McDonald

from the North Gwinnett Team

1. I actively seek visitors who have the possiblity of joining our team. I think there are many who can mutually benefit from the North Gwinnett PowerCore team, so I feel compelled to find credible visitors. I also ask potential visitors if I can get their contact information and followup with them in a week or two if they don't bite right away. Other than Nelson who joined our team recently, this past month I connected with a handyman, electrician, and a plumber... I have good contact information and I'm currently still following up with them. I'd like to see our team size around 20-22 people soon. 

2. Now that I have a sales specific role at H&H Custom Woodworks, it is time to actively sharpen a few tools. I enjoy reading whether it is about my hobbies or business. I recently started reading a book my father suggested to me years ago that he claims will never become irrelevant - Dale Carnegies book, "How to Win Friends and Influence People". 

Jessica Walker

Response from Jessica Walker

from the Peachtree City Team

1.  During my tenure as Team Co-Ordinator during the last session, I created some organization tools that both helped me stay on top of the events of each weekly meeting as well as be able to record We Did Business slip in weekly batches for ease of data entry into Harlan at the end of each month.  I passed these tools along to the current Team Co-Ordinators so that they could benefit from them, too.

I also enjoy helping new members navigate Harlan and get them quickly up to speed with its powerful functionality.

2.  I schedule coffees with my own team as well as members from teams that I sub on.  This deeper learning about members helps me make good referrals to my large group of tennis friends who have needs for PowerCore member products and services.

Eleanor Thompson

Response from Eleanor Thompson

from the North Gwinnett Team

I contribute to my team by being the first person to get there on Tuesday mornings to get the room set up properly. Tables and chairs usually need to be moved, and I make a pot of coffee and pull water out of the frig to welcome our visitors. I'm also the "keeper of the placecards", and I like to make sure that members and subs don't sit in the same seat every week.

Because I sub often, my focus right now is to introduce members of different teams who might be gateopeners for each other by scheduling breakfast or lunch for the three of us.

 

Ken Thompson

Response from Ken Thompson

from the Peachtree Team

1) On my rounds of networking, I continually keep my ears open for the magic words "I am looking to expand my business".  They may or may not say that exactly, but I can get the idea by listening to how they talk about their business  Sometimes, I may just ask them if they are interested in expanding their business and client base and talk with them a little about closed networking and Powercore to see if they are interested. As the team coach for North Gwinnett, I know what seats are open on the team, so if their seat is open, I mention this to them and ask them if they would be interested in visiting this great team a time or two to find out more about the team and whether it might be  good fit for them. Thus far, I have met many good, hard working and interesting professionals. Three of the top notch professionals I've had the pleasure of meeting are now currently active members on this team.

2) As I network, I am focusing more on listening for key or triggering words or phrases that the people around me may mention in passing in conversation that matches key words or phrases I've heard in the info-minutes and 7-minute presentations I have heard. That is why the info-minutes and 7-minute presentations are so valuable. I had a client approach me one day because he heard me talk about insomnia in just a certain way that resonated with him and he came for sessions. We never know when what we say may trigger a response in a possible client!

Ryan Williams

Response from Ryan Williams

from the Senoia Team

  1. As a search engine optimization specialist, I realized I could use that power to generate referrals for my Teammates. So, I've started to build SEO-targeted pages consisting of video profiles and customer testimonials to make referrals a slam dunk. This will take considerable time and patience to build out, but I think the referrals I'll be able to generate as a result will be worth it to my Team.
  2. As a boomerang PowerCore member who's been out of practice with referrals for the last two years, I find all the Information Monday PowerCore events and Knowledge Base helpful. In some cases, it's been five years since I've taken these seminars and workshops. So it's good to review - and, of course - new information is always being added.
Saurel Quettan

Response from Saurel Quettan

from the Candler Park Team

I’m excited about how I contribute to the Candler Park Team. As the second Visitor Coordinator, I work closely with our Visitor Coordinator to make every visitor feel truly welcome. We roll out the red carpet, helping them feel at home and guiding them toward becoming valuable members of the team.

In addition, I’m collaborating with Justin Ziegler, Gerald Chamblin, and Dr. Noni Carter to create a workshop for prospective clients. This initiative will not only generate business but also make a meaningful impact in the community.

James Davidson

Response from James Davidson

from the North Gwinnett Team

1. I am able to contribute to the team as a 2nd Mentor Coordinator and as a Mentor for What To Do To Get Referrals.

2. Since the majority of my own business comes through gateopeners, I am always trying to keep an eye out for potential other gateopeners for those in my network. When I am able to connect someone from my team to a gateopener from another PowerCore Team (or one of my clients), I know that can potentially be one of the most valuable connections I can make. 

Tom Wallace

Response from Tom Wallace

from the Peachtree City Team

1.  I currently hold the Participation Coordinator seat, ensuring everyone on the team gets equal opportunity for 7-minute presentations and introductions.

2.  As an Angle Officer for the recently formed Senoia team, I am mentoring several new members in all three tabs in the Membership Journal.  This has given me a great refresher on what to Say to Get, Do to Get, and Do to Give referrals. 

Tunji Ajigbeda

Response from Tunji Ajigbeda

from the North Gwinnett Team

1. I contribute to the team by performing in the role of Backup Team Coordinator. Just last week, when our Primary Team Coordinator went on vacation, he was able to do so with peace of mind that our collaboration will allow the team meeting to move forward in a smooth manner while he is gone.

2. I have a training class this Saturday (9/21) called Cut Taxes and Improve Cash Flow with Payroll where I will be the instructor. Interesting conversations have been taking place as a result and I've been able to identify potential referral opportunities with individuals who have expressed an interest in that class as well as others that are upcoming. I'm excited by the fact that the classes themselves offer the opportunity to increase the scope of people that I engage with in a way that will organically increase referrals.

Ryan Kelly

Response from Ryan Kelly

from the North Gwinnett Team

1.   I currently work as the membership coordinator on our team.  It is my job to make sure our team members are in attendence, working well together, and helping in any other ways that I can.

 

2.   I set up coffees and lunches with my team as well as subs to help build and strengthen relationships and have better understanding on what to look for on their behalf.  I am adding some additional questions for my clients to see how that increases opportunities for others on our team.

 

 

Christopher  Lyboldt

Response from Christopher Lyboldt

from the Roswell 400 Team

As the mentor coordinator, it's been my mission to move from "blue card" content to "gold card" content.  This applies most specifically to infominutes and 7-minute presentations.  When I meet with new members, I encourage them to help us (team members) understand who we should be introducing to them.  We review sample infominutes that successfully include gold card content and discuss why it's powerful for potential referral partners to understand what clients want beyond the service or product a business can provide.

I am collecting new stories that I can share with potential referral partners to help them better understand who my ideal clients are.

Derek Ferwerda

Response from Derek Ferwerda

from the North Gwinnett Team

I am literally a 24/7 agent for everyone on my power core team. This is not in the slightest and exaggeration. I am older and know many people across many walks of life. because of the diverse and wonderful collection of different businesses and people on our team, there's always something that can come up and does come up in a conversation, and I am intentional and pointed about bringing it up at the right time to the right person. When you are in business yourself, this is just standard

Laney Burke

Response from Laney Burke

from the North Gwinnett Team

I am actively contributing to the team by being the visitor coordinator.

i actively study every meeting by participating and paying attention to make sure catch any details that lead to a referral for one of my team members.

Veenal Mulji

Response from Veenal Mulji

  1. A place where you currently contribute to the Team.
  2. A place where you are actively studying to increase your referral effectiveness.
  1. I helped organize social meetings outside of our normal schedule to help boost relationships.   2. I am trying to understand my clients ecosystem better and see where my team can help them in their everyday lives.
Scott Self

Response from Scott Self

from the North Gwinnett Team

1.  I contribute to my team by performing the role of backup Participation Coordinator, the primary and I take turns running the script participation during the me3eting so either of us can take on the responsibilities when the other cannot attend the meeting.

 

2.  I am also a memeber and ambassador for the Gwinnett County Chamber of Commerce, I frequently find visitors and referrals for my team at the many networking events I attand each month.  I have gotten quite good at recognizing both a good fit for our team as a memeber and working referrals into my conversations with the other business leaders I meet at the chamber.

Corbett Jordan

Response from Corbett Jordan

from the North Gwinnett Team

1. One way I contribute to the team is by attending workshops. Bringing back and sharing the "single best thing" from each session helps foster a culture of continuous improvement and learning. This enhances our performance and strengthens our dynamic team.

2. I’m actively boosting my referral effectiveness through various professional development efforts. As an advisory board member on the Smoke Rise Agents Team and a participant in the DeKalb Realtor Leadership Academy, I’m honing my leadership skills and expanding my network. Additionally, my role on the Continuing Education Committee at the DeKalb Board of Realtors allows me to stay on top of industry best practices. These experiences are invaluable in enhancing the service I provide to clients and colleagues, ultimately improving my referral rates.

Anne Say

Response from Anne Say

from the Canton Business Leaders Team

1. I am scheduling coffee dates with at least 1 member of the Team each week. It's helping me get to know them both personally and professionally. After attending the seminars, I understand better how to listen for the referrals in my team members' Infominutes and think about who would be a good person to connect with them and their services. Additionally, I secured subs for the 2 weeks I would be out so that they would have a powerful Team member in the seat in my absence.

2. I took the 3 seminars this week and am getting my next steps (file drawer work) organized into an action plan. The organization of the Infominutes and 7-minute presentation charts is very helpful (being visual I like charts). 

Soul Ongoiba

Response from Soul Ongoiba

from the North Gwinnett Team

1-I am part of the Gwinnett chamber of commerce and 3 more Non profit organizations where I'm keeping my radar up for referall opportunities for my teammates so that I can be a resource for people needing help.

2- I am proactively subbing in different teams and having a lot of coffee 1/1 and keeping my antenas for gateopeners for my teammates.

 

Heidi Franz

Response from Heidi Franz

from the Newnan Team

Where I currently contribute to the team:
I actively support the team by stepping in when needed, whether it's serving as a timekeeper during meetings or filling in for a team member who cannot deliver their scheduled introduction minute for another's team members seven-minute presentation. I believe contributing in this way helps keep our meetings running smoothly and builds a stronger team.

Where I actively study to increase my referral effectiveness:
I continuously refine my ability to offer valuable referrals by using a structured system. I meet with each team member for coffee to learn about their business, ideal client, and personal story. I add to these notes as I listen to their one-minute and seven-minute presentations, always looking for referral triggers that may align with the needs of my clients. This ongoing process ensures I can match team members to opportunities that make a real difference.

Jennifer Parlier

Response from Jennifer Parlier

from the North Fayetteville Team

I contribute the most referrals on social media by actively participating in industry-specific groups, sharing insights, and quickly responding to inquiries with comprehensive answers. This engagement helps build trust and facilitates valuable connections for the team.

 

I am currently participating in a mentorship program through The Virtual Savvy System, where experienced executive assistants and professionals share advanced referral techniques and best practices. This program is enhancing my abilities to make more effective and impactful referrals.

David Vo

Response from David Vo

from the Emory Team

One place where I currently contribute to the team is by regularly sharing relevant insights and financial tips that could be helpful to fellow members and their clients. I also make an effort to connect members with potential prospects whenever I come across opportunities that align with their services.

To increase my referral effectiveness, I’m actively studying better ways to ask for introductions and refine my networking skills. I’m also exploring strategies to improve my follow-up process, ensuring that potential referrals are handled promptly and effectively.

Nelson Moreira

Response from Nelson Moreira

from the North Gwinnett Team

1. Being a new member of  North Gwinnett PowerCore team I contribute  by meting all my mentors and fulfilling all my required orientaion to learn how to bring referals to the team.

2 Im always a few minutes early to lend a helping hand when need it, Im also on the look out to generate buissness referreals

Mark Lewis

Response from Mark Lewis

from the North Gwinnett Team

1.  Being active in our weekly meetings.

2. Attending the Powercore trainings.

Amir Demings

Response from Amir Demings

from the Kennesaw Team

1. Searching through my friends and family for referrals is one place I contribute to the team. For example, after a family member mentioned that she visits the chiropractor I opened the conversation a little further to see if there was anything she disliked or if she had ever considered trying something new. I was also able to score a trade show through another family member and brought my team roster so I could hand out cards whenever I heard an opportunity. 

2. To increase my referral effectiveness I'm studying the power core members so I can refer not only your business, but also your personality. This will help my clients to better form a connection when referred to you because they trust you more.

Drew Harrison

Response from Drew Harrison

from the East Cobb Team

1. Being brand new, I am very excited to jump into helping my group in any way that I can. As far what I can contribute to the team immediately, I know that I can help bring a contagious energy to the table. I am eager to learn what else I can do for effectively generating referrals for my team aside from the PowerBrews to learn about them/their businesses, as I know that is the first stepping stone.

2. I am taking on as many mentors from as many places as I can to learn and actively engage in the best, proven strategies for the referral business. I am talking with those in my field who are also in PowerCore to learn from their experiences, as they will be the most applicable, but I am also seeking others to garner what kind of mindset I need to take on going forward to be the most effective.