What To Do To Give Referrals: Initiative | Shortstop

The shortstop leads by example with work ethic, attitude, and approach to the game. For this Referral Trigger, you are the Team’s shortstop.

 

Share a place where you take the initiative:

  • to communicate,
  • to provide leadership, or
  • to provide support.

What is the tone you want your participation to set for our Team?

Linda Loud

Response from Linda Loud

from the North Point Team

In terms of communication, I take the initiative to schedule coffees with visitors. I want them to feel welcomed and appreciated for coming to check out our (fabulous) team. And I’m very good at providing information about the benefits of PowerCore.  Fun Fact: Of the 6 people I’ve gotten credit for inviting to the team, only 1 is someone I actually invited. The other 5 are people who listed me as “responsible” for them joining because I provided such convincing information. Just call me The Closer!

 

Although I’ve held several leadership positions, I think of myself primarily as a “Servant Leader” which also speaks to how I provide support to the team.  I try to lead by example by being helpful to others in whatever way I can. I do my best to have a positive impact on the team by practicing authenticity, positive communication, integrity, compassion, empowerment, improvement and putting others first. All of this is in keeping with Mary Kay’s philosophy of adhering to the Golden Rule and imagining that every person I interact with has a sign around their neck that says “Make me feel important”. 

Robert Slocum

Response from Robert Slocum

I try to always say yes when asked by team leaders or team members to help with whatever needs to be done. Passing out meeting supply's setting up the room etc.

Curtis Turner III

Response from Curtis Turner III

from the North Point Team

As a health insurance broker for the under and over 65 market, I take the initiative by reaching out to clients regarding upcoming enrollment dates and product changes.  This week we emailed all affected Medicare beneficiaries.  Next week we will send out postcards reminding under 65 people that we are going to a Georgia Access platform.  

David Machost

Response from David Machost

from the North Point Team

I believe that in order for a Team to operate at a high level of efficency, it starts with the TeamCoordinator.  Being able to solicit feedback, explore new ideas, have set goals for all of the Leadership Team to work toward and communicate in a transparent way to the rest of the team.

Kelly Vandever

Response from Kelly Vandever

from the North Point Team

The tone I’d like to set is that Kelly cares... because I do!

I've taken initiative as a leader:  I have served in leadership roles as the team coordinator, membership coordinator, and participation coordinator.

I take initiative in developing relationships with my fellow team members:  I track coffees so that I rotate around and make sure I regularly meet with every member of the team.

And initiative in sharing my gratitude:  I’ve written 20 endorsement letters for members of the team who’ve helped me or my clients.

I love my North Point PowerCore Team!

 

Kelly Vandever

Realtor®

Keller Williams North Atlanta

License # 391485

Kelly.Vandever@kw.com

770-597-1108

Seniors Real Estate Specialist® (SRES®) 

https://www.kellyvandever.com 

https://www.youtube.com/kellyvandever

Richard Rehme

Response from Richard Rehme

from the North Point Team

As a fellow business owner, I work to help our prospects and clients grow their businesses.  In doing so, my focus is eventually on how the prospect or client finds THEIR customers.  This often yeilds a disucssion about PowerCore or an introduction to a PowerCore member or even another client. 

Karen Baxter

Response from Karen Baxter

from the North Point Team

I feel that clear and concise communication is always top of mind. I've served in several positions on the team both in first position and second. As a leader I try to always arrive early, help set up, welcome visitors and subs. My goal is to bring the same value to the team as I do to my own clients. Schedule weekly coffee's, breakfast, or lunch to have one on one time with my team members including visitors and subs. Always striving to bring the good referrals to our team and other PC members as well. 

Saurel Quettan

Response from Saurel Quettan

from the Candler Park Team

When interacting with new members, I take the initiative to offering guidance on navigating both the group and their business challenges. I love helping them build confidence in their leadership abilities by sharing practical insights and offering a safe, supportive space to ask questions.

I take the initiative to provide leadership by either serving as an officer or actively supporting one. Whether I'm stepping into a formal leadership role or offering my assistance behind the scenes, I focus on ensuring that our team operates smoothly and effectively.

During meetings, I provide support by being the person who listens intently and provides actionable advice.

I am grateful for the opportunity to set a tone of empowerment and authenticity, ensuring that team members feel valued, understood, and inspired to take their leadership to the next level.

Mokwang Lima CPP

Response from Mokwang Lima CPP

from the North Point Team

I believe that open and consistent communication is the cornerstone of building strong relationships. As a professional portrait photographer, I take the initiative with clients to provide detailed guidance on how to prepare for their sessions and explain next-steps, ensuring they feel confident and at ease.

Whether with clients or PowerCore team members, my goal is always to be available to answer questions, address concerns, or provide reassurance.

I aim to set a positive tone for our team and inspire others in their respective fields. I believe that by fostering a culture of collaboration and mutual support, we can achieve even greater success together.

Ronnie Kenyatta

Response from Ronnie Kenyatta

from the North Point Team

As the Second Mentor Coordinator, I take initiative by effectively communicating PowerCore procedures, important tips, and activities that can benefit the group. I provide leadership by helping implement the PowerCore Mentoring Program, ensuring its smooth execution. Supporting the group is a team effort, and like my fellow members, I offer assistance whenever needed—whether it's helping set up for meetings or stepping in to deliver a seven-minute presentation when required.

 

Joseph Mraz

Response from Joseph Mraz

from the North Point Team

I believe how you do anything is how you do everything. I make it a point to show up early to meetings and be prepared so that I can add value to the team. This is the same respect I also want to show my clients so that they never leave a meeting feeling as if that was not the best use of their time. I want to schedule time proactively with clients so that I can answer questions that might be lingering and helping them to make informed decisions.

Tom Wallace

Response from Tom Wallace

from the Peachtree City Team

As an Angel Officer serving as the Team Coordinator for the newly formed Senoia team, I ensure everything is ready for an effective and efficient meeting.  I also support the team as a mentor and will soon transition to being their Coach.

On my home team (Peachtree City), I'm the Participation Coordinator, providing everyone an equal opportunity for 7-minute presentations and introductions and ensuring the middle part of the meeting runs smoothly.

Bill Cox

Response from Bill Cox

from the North Point Team

As a former MCO & current MCO 2nd, I strive to make sure that each person knows that they are important & valued within our team. If a team member is out, without a sub, I either give them a call or a text/email just to simply say, "we missed you this morning, I hope everything is ok". I/we do care about everyone in the room, both from a profession relationship as well as a person side, and we just check on each other to offer support if needed. Yes, they will receive an email from Harlan stating they were absent, but I want to offer the human aspect to it. My hope is to make sure everyone knows & feels how important they are to the success of our great team. 

Samantha Smith

Response from Samantha Smith

from the North Point Team

I love taking the initiative as a new member mentor to create a welcoming and supportive environment for new team members. I pass new members a slip and afterwar the meeting I follow up to schedule a convenient time to meet. I guide them through the relevant PowerCore binder section, offering clear explanations and answers to any questions. This personalized approach helps them feel comfortable and confident as they navigate the PC resources. Additionally, I remind them that the mentor coordinator will ask for their single best thing at the next meeting, encouraging them to reflect on their experience and growth. 

Mary Block

Response from Mary Block

from the North Point Team

I have provided leadership by serving as Team Coordinator, and I've provided social support by hosting a team wine tasting for the group. I try to take initiative with communication by responding quickly to team member correspondence, and sub requests from other team's members. Additionally, I communicate quickly to referrals passed to me from other Powercore members. I recognize that how I respond to a referral is a reflection upon the individual who referred me, and I take that very seriously!

Christopher  Lyboldt

Response from Christopher Lyboldt

from the Roswell 400 Team

As the mentor coordinator, I always try to meet with new members before they meet with the other mentors on our team.  I review the overall program and usually help them with the structure of an infominute.  I also go over why the infominute is structured the way it is.  This is reinforced two more times: in Wendy's infominute session and when the team mentor goes through What to Say.   I think it helps the whole team when our team members are helping us to understand who their ideal clients are and creating these habits early on benefits everyone on the team.

Zach Floyd

Response from Zach Floyd

from the North Point Team

Communication is very important in taking the initiative. As Membership Coordinator it's important to be available for members of the team to handle any and all concerns.

Michelle Hibbert

Response from Michelle Hibbert

from the North Point Team

As the team coordinator I am all about making sure our team meetings start on time and end on time because, as business owners after 8.30am we may have appointments/meetings to attend to and I need to stick to us being punctual throughout meeting. Therefore I will keep track of where we are in the meeting agenda (timing wise) and make in the moment decisions to lessen time for certain things if necessary. 

Heidi Franz

Response from Heidi Franz

from the Newnan Team

As the team's 'shortstop: I take the initiative to communicate openly and effectively, ensuring everyone is aligned and aware of opportunities for collaboration. Whether it's following up after meetings or reaching out to team members with potential referral matches, I prioritize keeping the lines of communication open.

In terms of leadership, I lead by example when stepping in to support my teammates during meetings, whether it’s serving as a timekeeper or filling in for someone who can't present. This approach fosters a culture of teamwork and reliability.

My participation aims to set a tone of positivity and encouragement within our team. I believe that by being proactive and supportive, we create an environment where everyone feels empowered to contribute, and ultimately, we can better serve our clients together.

David Vo

Response from David Vo

from the Emory Team

I make it a point to take the initiative in our team by consistently communicating with others to foster collaboration. Whether it’s sharing a helpful resource, checking in on a team member’s progress, or actively contributing to discussions, I aim to create an environment where everyone feels supported. I want my participation to set a tone of encouragement, openness, and a “we’re in this together” mentality. I believe that by leading with a positive attitude and a genuine willingness to help, we can all achieve greater success as a team.

Amir Demings

Response from Amir Demings

from the Kennesaw Team

1. Many times when I'm done with a coffee, there's some information that may need to be expanded on or covered in further detail. I like to make documents that address that so there's no confusion and the person I'm having a conversation with can properly understand where I'm coming from and what I do.

For Charles Sheriff, it was a list of life insurance products that I provide so that his clients can see what other options are out there.

For Dr. Chris Anderson, I'm creating a similar document, but for supplementary products that people have no idea about. Things like discount plans, and other forms of unorthodox protection.

For Buck, after our very first meeting, I made a very small summary to recap the conversation, so if he was called he would be even more prepared to handle a question and perceive as professional.

In conjunction, I search for opportunities to expand the group and the harmony of it through referrals and connections. This looks like going to networking events when I can and even changing my closing process to include a section where I speak about Power Core and my ability to be a resource.

2. I would like my participation to set forth a tone of productivity and effort. Like most things, the more that you put in, the more you'll get out. So let's work to give it our all. 

Drew Harrison

Response from Drew Harrison

from the East Cobb Team

I take the initiative to communicate. As soon as I get back to my desk to work, the first thing I do is review the information I acquired in the morning's meeting. I send emails/texts/and or call the applicable team members and/or referrals. Setting appointments, setting up warm introductions, or following up on an introduction.

 

By doing this, I am giving not only myself the best chance at success, but also my team. Maintaining a high level of follow-up is essential for any successful business, and PowerCore is no different, as we are in the business of referrals.

Ravi Patel CPA

Response from Ravi Patel CPA

from the North Point Team

As a new member, I take iniatiative by arriving early to the meetings, this allows me to meet with other members one on one before I am able to schedule coffee with them. 

When I am getting ready to provide a referral I like to think of 3 facts that will be helpful for the team member to know in order to convert the referral to a sale/client. The facts can be anything from my relationship with the referral to what the referrals goals are.

Brandon Respress

Response from Brandon Respress

from the North Fayetteville Team

As a new member of Power Core, my job is to learn.  I am observant and watch the behaviors of experienced members who have had much success in building a healthy ecosystem on our team and assisting other teams.  They offer much in terms of excellent examples for me to imitate.  The true nature of becoming a leader is the commitment to learn.

Regarding client interactions, I ensure that everything I learn in Power Core is an opportunity to refer other team members when the situation strikes. It takes leadership to be intentional about knowing what someone else offers and how it can benefit those around me.  I appreciate the opportunity to assist folks with other people I trust with their situation.