What To Do To Give Referrals: Personal Profile Page | Value

A personal profile page is like a baseball card for Members. A referral demonstrates the investment potential.

 

Share the story of a way you gave a referral that included a Member’s personal profile page.

Don’t repeat a system already mentioned.

Scott Orr

Response from Scott Orr

from the Whitlock Avenue Team

When referring Kenny Cox to my client recently, I made sure to pass along a link to his PowerCore profile page. My client was able to see his bio and learn a bit more about him personally. While reading the many endorsement letters given to Kenny by his satisfied customers and seeing his tenure in PowerCore and the leadership roles he's held in the past, my client immediately became comfortable with Kenny before they even met him. They also understood why I felt confident in introducing Kenny to take care of their garage door needs. 

Tim Cowan

Response from Tim Cowan

from the Whitlock Avenue Team

I wrote a blog about the Top 6 things home improvement projects to do in the offseason to increase your home values.  After each item, I included "Who to Call?" and left the member's contact info there.  This was shared with my database and on social media.  It is a great way to connect members and build their credibility.  You can view the blog here.

https://www.timcowan.com/blog/tims-home-tips-top-6-home-improvement-projects-with-the-best-roi-during-the-off-season/

 

Wendy Kinney

Response from Wendy Kinney

from the PowerCore Team

Anne is a past Member who reaches out by text +3 times a year to ask who I'd recommend for ______.  Sometimes it's for her, sometimes for her sister, sometimes for a client.

Since she texts me, I respond quickly, by text, with the url to the Personal Profile Page of the Member I'm recommending. That way she has a phone number, a picture, quick access to their website, and more information about them. 

As important, it allows me to respond quickly.

Shawn Livingston

Response from Shawn Livingston

from the Whitlock Avenue Team

I recently had a client who I referred several of my fellow Power Core team members to. She asked me how I knew all of these people, which led me to talking to her about Power Core and what we do to help each other out. I showed her the website and my personal page and how she could go on and look up the people I had referred to her. Not only did I gain credibility with her, but it gave her some reassurance that the referrals I gave her would help her out the same way I did. 

Dr. Laurie Dady

Response from Dr. Laurie Dady

from the Whitlock Avenue Team

When sharing Bruce Sanders' detailed personal profile page with the patient she felt comfortable being able to find out more about Bruce before talking with him. It made it a seamless connection. Through concerted efforts and a three-way email exchange, Bruce Sanders personally assist the patient. Stephanie my patient was having issues with her current healthcare provider the

cost were astronomical.

After Bruce met with her,  he helped her get  on the right plan.

Stephanie ,  experienced a remarkable $2000 reduction in healthcare costs within the year. 

Stephanie , now has an agent she can call anytime she has health insurance questions. 

Andreas Wilder CFA, CFP

Response from Andreas Wilder CFA, CFP

from the Whitlock Avenue Team

I recently recommended Rob Burgess on my team to a client and sent a three way email highlighting the painpoint the client had - receiving an unexpected bill.

 

Finding members' profile pages and aligning the stories they share on how they are most helpful allow me to better target referrals. It's hard to cut through the clutter that is often so overwhelming on a business' website page. The character limitation on the Member's personal profile page forces us all to focus on what we do best for our best clients. The ability to showcase your expertise allows me to better refer you and allows my clients to build a more instaneous connection.

Jim Hilber

Response from Jim Hilber

from the Whitlock Avenue Team

We can always be used as an example at PowerCore.  I truly appreciated my Personal Profile Page being used as that "not-so-good" example as a new Member. Now serving as an Orientation Panelist, I love that my Profile Page is used as an example of good. This came after professional sharing and collaboration of several PowerCore contacts and respected Members.

Member's Profile Pages are often underused but proven valuable. I have made a habit of reviewing the other Team's full roster of a Member I have met with.  It helps to stimulate mutual referrals if you properly follow up.

Although I had previously referred and personally used Taylor Chastain - Up Up and Away Junk Hauling, I had an occasion to need his type of services with my HOA which I am the President.  We were doing a Neighborhood Dumpster day and had received several bids and referrals to review. To insure my recommendation was not just a "personal friend," I outlined and demonstrated his work in the business associations, referral groups and the community.  Taylor's Personal Profile Page was one of those items utilized. His company profile made him personal and approachable while displaying the perfect balance between small and big business. That is the type of vendor our type of association gravitates toward.

Taylor and Up Up and Away earned the job and performed as expected.  They were on time, on point and on budget.

Taylor's Personal Profile Page also reminds me that our next lunch meeting should be over Wings!

Nicole Valdez

Response from Nicole Valdez

from the Whitlock Avenue Team

I had given a referral to Linzy Parsons by using her profile page as a way to show her credibility. Access to endorsement letters definitely helped solidify the referral opportunity. They were able to see about her both through PC and through access to her website. It also helped my creditibility because one endorsement letting was from myself personally so they know I could also speak from personal experience. They were able to utilize Linzy when they purchased their first home! 

Kenny Cox

Response from Kenny Cox

from the Whitlock Avenue Team

 When a client has ask me for a recomendation, It really easy and comforting to pull out the Powercore agenda from the week, and show that to the person the picture and phone number of the recomendation.   I think its powerful because its not just a "contact", its a person, a real person.  At that point, the ice is broken, and there is an immediate sense of trust.  .Its always interesting to see what is on a  PowerCore Members personal profile page. Because you may never have known what  we have in  common, or the client may have in common.  The personal profile page is like  introducing  that memeber before they even meet .  It shows credibility. 

Taylor Chastain

Response from Taylor Chastain

from the Whitlock Avenue Team

I recently referred a member of my team to Torrence Simmons on the Marietta Square team. In order to complete the referral I made sure to include his Powercore profile in my message to my team member. I find it to be a great way to share contact info, increase credability, and allow the referral requestor to get familiar with the referral. 

I do this very often as I am making referrals and it is a great extra step to make the referral stand out. It also reminds me to make sure my profile stands out when it is shared by my team members. 

Tom Wallace

Response from Tom Wallace

from the Peachtree City Team

I was speaking to one of our church trustees, and they mentioned that the church received a non-renewal letter from our current insurance carrier.  I keep all my current team member contact info on my phone, including a link to their PowerCore profile age.  They contacted Jerome Mills on my team, and he worked hard and fast to secure a new carrier for the church's insurance, as the policy was expiring in 60 days.

They were very happy with the results, and Jerome's profile page added to his credibility for getting the job done.

Melissa Graham

Response from Melissa Graham

from the Whitlock Avenue Team

Giving a referral a quick link to a Powercore profile page allows them to reach out to the connection with the best way for them, while looking through the members profile page to make a personal connection.  Recieving requests for trusted sources for my client's allows me to make geniuine and trusted connections using my Powercore teammates.  When the credibility is there, the connection is easy to make to the referral!

Bruce Sanders

Response from Bruce Sanders

from the Whitlock Avenue Team

  This is a great question because there are certain members that each of us align with and can be extrodinary "Gate Openers" for each other. My seat at team Whitlock is Health Insurance which is a broad category as health insurance is categorized according to age.

  My good friend and member of team Cumberland specializes in Medicare Health Insurance, which I don't offer. So my clients, who are age 64, are perfect referrals for my Cumberland Medicare specialist and I am able to refer these clients to him and know that they will receive the same excellent service that I have always tried to offer my clients. 

Anthony Bonanni

Response from Anthony Bonanni

from the Whitlock Avenue Team

Shawn with Total Home Repair is awesome. I send people his profile page because he offers a number of services and any which one of them could be helpful to my customer at any given time. He's a good guy to know for multiple reasons.

Nathan Bates

Response from Nathan Bates

from the Whitlock Avenue Team

Just this week, I referred my sister to Dr. Dady. She wanted to know more about her before she reached out, so I directed her to Dr Dady's website, but also showed her Dr. Dady's PowerCore profile. I think it gives a more "authentic" view of what her values are and how she conducts business. It helps build her confidence in Dr Dady before ever meeting her, and helps the initial introduction and crossing the "know, like, and trust" bridge to ensure the referral turns into Home Run business for Dr. Dady. It also enstills confidence that her problem will be solved, as some of the endorsement letters are specific to the issues she wants to overcome.

Susan Honea

Response from Susan Honea

from the Whitlock Avenue Team

I always have a copy of my most recent PowerCore on Whitlock agenda with me...and sometimes agendas from other teams where I've been able to sub. I attend other networking meetings regularly, and having my agenda with me helps me connect people quickly. Recently, I was at an event where someone was looking for a mobile mechanic. I had subbed at Cumberland the previous week, so I grabbed my agenda from my tote bag, pointed to David Schleier's name, and then pulled up his Personal Profile Page on the PowerCore website. The person to whom I was speaking was impressed that I could find an answer to her question very quickly. While this referral triangle remains open, meaning that I still need to officially pass the referral, I am confident I'll repeat this process for future referrals. 

Stefan Delay

Response from Stefan Delay

from the Whitlock Avenue Team

I had a client that needed a handyman for work around their new house. I referred them to Shawn Livingston. I gave them Shawn's contact information and sent them a link to his profile page so they could get to know him further, see his picture, and get a direct link to his website. It is a good resource to find all the person's information on one page. 

Konstantin Lozovyi

Response from Konstantin Lozovyi

from the Whitlock Avenue Team

 

I worked with Ms. Jackie for over eight years on multi-million dollar high rise remodeling and custom homes renovations. In our conversation lately she was looking for someone who can fix her very heavy garage door at her condo located in Dunwoody. 

I immediately directed her to Kenny Cox PC page profile and referred him, I also followed up with Mr. Kenny and Ms. Jackie to make sure my referral met the final result. When you refer with personal profile information, the clients know what to expect and know the person I am referring is credible and has experience in their field. What a  great way to expand referrals!

Shelly Gibson

Response from Shelly Gibson

from the Whitlock Avenue Team

I had a potential customer call my office line looking for a business consultant to help her establish a new business she was about to start.  I told her that my expertise would come in 5-10 years once she establishes the business and needed help exiting out of the business.  I didn't just end the call with her once I understood what she was looking for.  I got on Harlan and looked up all the team members to find someone that I could connect her with.  I found a member of another team that I had not met but felt confident in being able to pass on their contact information based on their profile.   

Guilherme Miranda

Response from Guilherme Miranda

from the Whitlock Avenue Team

I find that providing profile links when connecting two power core members is incredibly valuable. These profiles offer a wealth of information, including the best contact details, links to company websites, and even endorsement letters, which are powerful testimonials that demonstrate the quality of their business.

By sharing a profile link, you give the recipient more than just a name; you provide a comprehensive introduction that builds trust and sets the stage for a strong connection. PowerCore profiles aren't just helpful for connecting members with potential referral sources-they're also a fantastic resource for referring a member directly to a customer.

With all the details in one place, a profile link makes the referral process seamless and ensures the recipient has everything they need to move forward with confidence. It's a small step that delivers big value, creating stronger more informed relationships.

A few weeks ago, while providing a free estimate for a customer, she mentioned needing to get rid of a large fishtank. I instantly thought of Taylor at Up Up And Away junk Removal and shared his profile link with her. She felt confident in his company right away and decided to give him a call. Taylor's team answered right away and had her taken care of that very day.  

Robert Burgess

Response from Robert Burgess

from the Whitlock Avenue Team

I have not referred someone via their personal profile page on powercore, but if I did, I would include a link to their profile in a 3-way email. I've found 3-way emails are usually the most efficient method of connecting two people and exchanging contact information. I connected a potential financial planning client with Andreas's firm via a 3-way email, and his team was able to quickly reach out to this prospect and start their onboarding process.

Jennifer Wilder

Response from Jennifer Wilder

from the Whitlock Avenue Team

As a new member to PowerCore, I'm learning how to include multiple touchpoints when making referrals. I provide the profile page as a means of introduction - first touchpoint. I'm then able to make the introduction between the PowerCore member and my client - second touchpoint. Later, I follow up with both parties - third touchpoing. Finally, if the connection resulted in a business transaction, I reach out to get feedback on the experience - fourth touchpoint. As I grow and learn in PowerCore, I'm confident my process will be refined!

Jessica Nix

Response from Jessica Nix

from the Whitlock Avenue Team

I recently shared Konstantin's profile page with a family member. She has an older home that needs recurring repairs to the plumbing as the copper piping has started to fail from time to time. She is a researcher so I know she will search his reviews on Google and go to his website. However, this page is unique in that it shares more about who he is on a personal level. This provided additional trust and credibility into who she is having in her home. This brought peace of mind and backed up what she saw online from reviews.