This month’s Referral Triggers will build a story.
Today, the first segment – the reason the client originally reached out to you.
Spend your entire minute on this component:
Pick one client, and tell us what was not working for them, that instigated their desire to change.
from the Paulding Team
My client, a company that installs, repairs & maintains fiber optics communications systems, had been renting their
office space for years. Rents, whether consumer or business have continued to go up every year. My client's experience was no exception. The owner decided that now would be a good time to purchase a building to house his business. Recently, we were meeting and he told me he was in the market to purchase a building. He was concerned about what kind of interest rates and terms he could get from Truist on this kind of purchase. I was able to reassure him that Truist could quote a competitive rate, as well as structure the terms of the loan in a way that
would work for him. We also discussed the tax benefits that may result from owning vs. renting. After our conversation he felt more confident about going out into the market to locate a property to purchase.
from the PowerCore Team
When Alice started her business she knew she is good at what she does - she didn't know how to let other people know how good she is. So she began attending "networking" events. Lots, and lots, and lots of networking events; handing out boxes of business cards, and telling everyone how they would be a good client for her, and she was ready to help them now.
Crickets.
One of the people she met followed through with her and invited her to a PowerCore Team. Her Team mentored her on referral marketing, she took advantage of every workshop and extra workshop and the extra extra workshops - and she did more than just attend, she did the work. And she scheduled coffee with me twice, because she had questions that were specific to her industry.
That was three years ago. Alice has a thriving business and has scheduled a two week vacation to Greece! Last week she told me she no longer accepts entry level clients, and she's on track for a 25% increase in sales this year. She's helping clients, and they're sending more!
from the Paulding Team
I am working with Joyce and Billy. Billy has mobility issues and Joyce reached out to me to set up a search for a ranch home on a level lot. The search has given them several options of which Billy has not approved. On our latest meeting I discovered that Billy really did not want to move. He wants to add on to his home so he can live out his days where he is comfortable. I suggested they finish out the basement since that is the easiest option. They were looking at adding on a master bed and bath on the first floor which would have been a major expense. Joyce aasked that I keep sending them homes in the search in case the perfect home comes on the market. I think their best option is to finish the basement and I told them I could provide them with contractors to help.
When working with clients my goal is to do what is right for them.
from the Senoia Team
My client, Jeff, had been posting blog content for their HVAC financing service's website. However, they were tracking very little traffic from their posts. They felt like the task was a waste of time and money, but the high cost of pay-per-click ads drove them to call me for advice before giving up. In my free audit, I demonstrated the reason why this content wasn't impacting their search results. It wasn't optimized and targeted for specific keywords. I developed a Keyword Research and Positioning Plan to determine which keywords they should target. Next, I wrote pages targeted to get them in the top 5 results for each keyword phrase. Within months, they were ranking above much larger competitors. They got as many qualified leads from organic traffic as pay-per-click ads. Eventually, we were able to turn the ads off.
from the Paulding Team
My clients were going on a trip in between jobs. They had lost there Health Insurance coverage and reached out to me for HELP! I asked why me? She told me that her friend told her that i would find a way to protect them. Once i understood there needs,i went to work to put together a plan that would cover them for Hospitalization in the event some was to happen. I placed supplemental benefits on them to offset there exposure financially. The good news was nothing happen while traveling. However as in most cases things always tend to happen close to home. Which is exactly what happen,2 ER visits, and a bad diagnosis which has lead to 5 days in the hospital for one of them. Best news the supplemental plans paid them,which paid for there deductible and out of pocket expenses. My clients understand i will always put there best interest first! Virgil Dortch HealthMarkets Insurance Co. Paulding Team.
from the Candler Park Team
For my client Johnny, the owner of a cleaning services company, what wasn’t working was that his business felt like a job, rather than the thriving, independent enterprise he envisioned. Despite managing a large team, Johnny felt stuck in a day-to-day routine, without a clear path to realizing his dream of building a national and international company. This disconnect between his current reality and future aspirations—retirement, travel, and a self-managed business—sparked his desire to change and prompted him to seek guidance on how to make that vision a reality.
from the Peachtree City Team
A year ago this past April, Seth scheduled a consultation to discuss his situation.
He and his wife were behind on their credit card payments, not working within a budget, and the overall stress with their finances was affecting their marriage.
The discussion went well, and I showed what it would look like if we worked together. He said it all sounded great, but they just couldn't afford it. He said, I’ve got the Ramsey book, we’ll try it on our own.
Fast forward about three months, and I get a call from Seth…he realized that he and his wife couldn’t do it on their own. They needed my help. They were falling even further behind, and the stress on him was overwhelming. So, last summer, we began with the foundational part of my coaching program.
from the Paulding Team
My client wanted new windows. She was getting some really high quotes and 3 salesmen that all went through thier 2hrs+ demonstration at her house. I had her send me some pictures. Asked some simple questions and reviewed one of the other quotes and was able to give her an estimate. She just wanted to know how long it would take to get the windows installed, about 3 weeks. Placed the order and she was very pleased with the process.
from the Paulding Team
Recently I had a past client I did repairs for reach out to me after some heavy rains. His text to me said, "I have water leaks after the storm and I only trust you, when can we set up an appointment?"
This absolutely made my day and brought me so joy that I had made such a positive impact on this family they reached back out to me directly instead of another company or calling the office line.
I'll be putting together a new plan to fix his new leaks and look forward to working with such a great family.
from the Paulding Team
I had a client with USAA which is a great company but they didn't have their own agent. Everytime they called in they had to start from the beginning to get the person on the phone up to speed. They came to me in hopes of building a professional relationship. Where I know them as well as what they have going on. Another concern was they wanted to know their agent would put them first not the insurance company. The idea of me not working the company appealed to them. I shopped the market for them found a company that fit their needs.
from the Paulding Team
I had a patient whose back pain always returned after the weekend. He traveled 3-4 days a week out of town, but we couldnt trace the source of the Monday return of low back/left hip pain. He was not doing projects around the house. He walked but didn't workout. His mattress was comfortable. Finally I had him recite his list of typical weekend activities and one stuck with me: he loved driving his mustang convertible for 1 to 2 hours on Sundays. It was a stick-shift and when asked he told me the clutch pedal was REEEEL heavy. Bingo!
I prescribed a "Mustang Abstinance" month and - to our relief - the pain did not return. I advised that he shop for an automatic sports car to trade for.
I did not buy a convertible that year.
from the Paulding Team
One of my clients had a kitchen ceiling with an unsightly cutout from a previous repair that didn’t quite match the rest of the ceiling texture. The mismatch was a constant eyesore for them, and every time they looked up, it reminded them of the incomplete job. This drove their desire to not only repair the ceiling properly but to also make sure the texture was seamless with the rest of the space. When I stepped in, my goal was to ensure the repair was flawless and exceeded their expectations by blending the texture perfectly. The transformation helped restore their confidence in the space and gave them peace of mind that the job was done right.
from the Paulding Team
My client Tim originally reached out for window cleaning inside and out.
Upon arrival we asked when was the last time the gutters had been cleaned and he stated 1-2 years ago.
I let him know with so many trees we need to get you on every 4-6 months.
Tim decided since it had been so long, let's clean them.
His desire to change to cleaning gutters was prompted by a simple inspection.
from the Paulding Team
Mr. Callaway came to me last year and wanted to refinance his home. At the time his wife wasn't working and he had gotten behind on his Mortgage and other debts. Having a lot of equity he was looking to refinance. He credit was to low and he had missed to many payments.
I advised him that he may want to look into a Chap 13 BK and that if he kept his payments up to date, I'd be able to assist him. he really didn't want to do that but needed so relief. He did just that, keep his payments up tod date and now he has a 566 and many Banks and Lenders would have denied him based on credit score.
I'm pleased to annouced that we're doing a Cash Out Refi and paying off his current Mortgage and Bankruptcy. He will be back on his feet in no time.
from the Newnan Team
A small manufacturing company came to me because their cash accounting system wasn’t giving them a clear picture of their financial health. They were having a hard time tracking their cash flow, which made it difficult to plan for growth or even cover operational expenses smoothly. This lack of visibility was causing them a lot of stress, especially when it came to managing their accounts payable and receivable. They knew they needed a more organized, real-time solution, so I transitioned them to software that better fit their needs. Now, their books are up-to-date, and they can confidently make informed financial decisions to move their business forward.
from the North Fayetteville Team
Today, I want to share a success story about one of our clients, FutureTech Solutions.
When FutureTech first came to us, they were struggling big-time with project management. Their team was overwhelmed with an array of disorganized tasks, deadlines frequently slipped through the cracks, and there was a lack of cohesive communication. This chaotic environment led to stressed-out employees and unhappy clients.
This constaint strain made it clear that something had to change. Project priorities were getting lost, team members were frustrated by a lack of clear direction, and clients were expressing dissatisfaction with the delays. FutureTech knew they couldn't continue operating this way if they wanted to remain competitive and grow their business.
Recognizing the urgent need for improvement, they decided to seek our expertise.
Does this sound familiar? I am Jennifer with Virtually Powered Management. I’m here to transform chaotic operations into streamlined success stories.
from the East Cobb Team
Kevin and Sue found me through the sea of health insurance agents just trying to shove a policy down their throat with a plea for help. In the not too distant future, they would both be retireing early and would need to get their own health insurance until they qualified for Medicare. They were coming off of carreer-spanning employer plans, and were completely in the dark. Based on their income, they didn't qualify for a subsidy from the government on the public marketplace, so instead, we took a look at the private policies that would qualify via their health.
Being healthy enough to qualify for the lower cost policies, I was able to educate and break down the benefits of some of their top picks, which ended up being better than the public plans anyways! In the end, I saved them thousands of dollars, helped them get a plan in place that they felt secure about, and became a trusted source of knowledge for them and their loved ones.