What To Do To Get Referrals: Result > Perspective
The two monthly Coaches reports are completed by two different people. A Member, chosen by the TeamCoOrdinator completes the Team Scorecard.
· What report do you have that is completed by someone else?
- How does their perspective bring you, and your clients, benefit?
Response from Wendy Kinney
from the PowerCore Team
The FeedForward Cards I get are so valuable to everyone - they tell me what's missing, and what hit.
FeedForward Card comments are what stimulated the extra workshops:
- Fill the Filing Cabinet
- 7-Minute Presentations
- Best Client Workshop
- GateOpener Workshop
and the extra extra workshops:
- How to Build a Referral Marketing Plan
- How to Work an Association
- How to Turn a 7-Minute Presentation into a Marketing Tool
Response from Tom Wallace
from the Peachtree City Team
I have my prospects and initial clients complete a financial snapshot.
The serves two purposes...
1. It helps me with a prospect to see where they are with their finances and to be able to better prepare for our consultation
2. It gives both prospects and clients a view of all their finances in one place. This can be very eye-opening if they are not paying attention. Also, as clients work with me, I have them do this periodically to help them see the progress they are making.
Response from Ellen Tyler
from the Towne Lake Team
It is completed by GO High Level and tracks opportunities, contacts. THere is also a tracking of emails that are going out and the date and time.
More a benefit for me, as a coach my clients are tracking their progress.
Response from Lacy Loyd
from the Newnan Team
Mold testing is always handled by a third party outside of Penco. That way the results come from someone completely independent, so there’s no conflict of interest. It keeps everything at arm’s length and gives my clients peace of mind knowing the report is accurate and unbiased.
Response from Flo Esho
from the Peachtree Team
Every month, I lead a team call where each assistant shares a tip, tool, or workflow they've recently implemented to better support their client. We capture the best of those learnings in a shared “Best Practices” document, which serves both as a training guide for new assistants and a growth resource for the whole team. This is always my favorite part of the call because when we work smarter, our clients see the results in faster turnaround and more proactive/efficient support.
Response from Michal Spiegelman
from the North Point Team
What report do you have that is completed by someone else?
We use Keap as our CRM system, and one of my team members runs monthly reports based on tags we apply to contacts. These tags reflect specific interests or needs—for example, “Interested in Reiki Refresher” or “Not interested in online classes.” The tags come from conversations my assistant documents when she’s in touch with clients, students, or program graduates.
How does their perspective bring you, and your clients, benefit?
This process helps us stay deeply attuned to what people care about. Because my team captures and organizes this information regularly, we can personalize outreach in a meaningful way. When we launch a new program or event—locally or virtually—we’re able to share it specifically with those who’ve already expressed interest, rather than sending generic updates. It helps our community feel seen, respected, and supported—and it allows me to stay focused on serving them soulfully and strategically.