What To Say To Get Referrals: Timing Matters - Editorial Calendar | Strategy

Knowing what your InfoMinute topics are for the year allows maximum marketing efficiency.

If you’re planning a workshop in September, you’re going to present InfoMinutes on that topic in April and May.

 

Tell us what topic you will focus on in April to create our September referrals.

Jon Ongtingco

Response from Jon Ongtingco

from the Cumberland Team

September leads into the 4th quarter and budgets are being expended and final decisions for the end of the year are happening. I review equipment to ensure it is still within specifications for the next year; firewalls often age out and are no longer PCI compliant, for instance. Once the review of all equipment is complete, I can suggest which computers, switches, or firewalls need to be replaced, the time frame, and cost so that budgetary decisions can be finalized.

Wendy Kinney

Response from Wendy Kinney

from the PowerCore Team

September's Extra workshop is 7-Minute Presentations - so in April I'll focus on the symptoms of a person who would benefit from that information:

  • Mention that they're working on their 7-Minute the day before, or even the night before 
  • Apologize for not having everything they wished they had (handout/prop - i.e. printer ran out of ink, forgot to bring)
  • Don't have a handout, a handoff, or a prop
  • Have a 40-page handout
  • Show a video or use their companies sales .ppt instead of presenting referral information
  • Talk about themself - what they do, how they do it - instead of talking about the client's goal - for referrals
  • Do the exact same 7-Minute they've done before. (There is a Member whose 7-Minute, the same one, I've seen four times. Ouch.)
  • Read seven minutes of testimonial letters. 

Doing the work at 7-Minute Presentation Workshop will generate referrals, and make them money.

Ryan Williams

Response from Ryan Williams

from the Senoia Team

I'll be talking about the steps I take with my clients when developing a comprehensive content marketing strategy. A well-structured marketing strategy transforms complex marketing challenges into manageable, actionable steps by providing a clear roadmap for success. This begins with customer analysis, followed by product evaluation to focus resources on the most profitable opportunities. I look beyond traditional competitors through comprehensive keyword research, often revealing unexpected digital competitors and market opportunities. The process reveals unique value propositions, establishes realistic budgets, and ensures the right technical infrastructure is in place for effective implementation. By documenting these elements in a written plan with specific timelines and measurable goals, businesses eliminate guesswork, reduce risk, and produce coherent, focused efforts aligned with defined business objectives.

Tom Wallace

Response from Tom Wallace

from the Peachtree City Team

In September, summer vacations are over, kids are back in school, and people begin to refocus on goals and habits they may have neglected.  So, in April, I will start to reinforce that financial goals aren't a one-and-done, but they need to be focused on all year.  Maintaining momentum toward a goal requires steady focus.  If that focus hasn't been strong, don't spend energy with "I wish I had's" and "if I only had's".  Dust off and regain the focus and momentum to reach those goals.

Sri Chakravarty

Response from Sri Chakravarty

from the Roswell 400 Team

As the third quarter wraps up in September, companies start thinking about the upcoming year. That is a great time for Profitability Business Solutions to step in and help out with Business Plans for the upcoming year. 

There are three steps to the business plan process 1. to understand the company's goals, or "top-down". 2. To analyze the company's capabilities, or "bottom-up". and 3. When the company's capabilities are not aligned with its' goals, to "Close the Gap". 

Over the next few weeks, we will focus on eduating our clientile on the value of creating business plans. 

Nicole Comis

Response from Nicole Comis

from the Roswell 400 Team

September is a great time for entrepreneurs to focus on their last inning of the year, so it'll be a great time for me to focus on How to Shift Your Mindset for Bigger Results – highlighting the power of how personal breakthroughs and mindset shifts directly impacts business success.

Collin  Bennett

Response from Collin Bennett

from the Fayette Team

September invites cooler weather, more rain and transition into Fall/winter which can bring a greater need for exterior cleaning. This weather is a great recipe for mold/organic bacteria on the exterior of your property and also slip/fall accident. These services fall under three areas:

  1. Flat work (Driveways, sidewalks, pool decks, stone, patios)
  2. House Washing (Siding, Gutter Cleaning) 
  3. Roof Washing

In April I'll focus on introducing preventative measures and safety tips for a successful and safe Q4. 

  • Importance of Routine Exterior Maintenance Cleaning
  • Slip and Fall Prevention on Flat Work (not just concrete)
  • Organic Bacteria and Growth Prevention

 

Richard  Trabue

Response from Richard Trabue

from the Paulding Team

I will be focusing on Required Minimum Distributions (RMDs) because those are distributions that my prospects and clients need to take before the end of the year from their tax-deferred accounts, they do not have a choice and it is a great opportunity to discuss roth conversions as well to get the IRS out of your back pocket