Progress: Pass On | PowerCore.net

What To Do To Give Referrals: Progress: Pass On

Clients come to us in context – there was a before, and there will be an after. What do your clients need to have in place before you can begin?

Response from Craig Cushingham

from the Downtown Woodstock Team

When a customer is about to turn 65, things change. At age 65 they are eligible for Medicare Health Insurance. But before I can sell them a policy, they need to enroll in Medicare Part A & Part B. They can enroll starting 3 months before their 65th Birthday. It then takes about a month for them to receive their Red, White, and Blue Medicare Card. Once they receive their ID Card, then I can discuss all their options for Medicare Supplement with a Prescription Part D Plan, or Medicare Advantage. I am an Independent Broker that is licensed with all the major companies. My services cost them nothing extra. I believe that once they have all the facts, the choice they should make is obvious. Medicare is one of the best presents they will receive at their 65th Birthday!

Response from Christopher Eells

from the Downtown Woodstock Team

Clients for me usually fall into a couple of categories new ventures and veteran business owners. New ventures are usually excited to get started but need to have a business model planned out with an idea of what they want to accomplish in the first year. Veteran business owners are wanting to know how I can save them money or how I can make them more money. for the new venture I can help them build a future and for the veteran I can show them how to maximize a risk management plan.

Response from Bob Stone

My new clients may call me when they have a issue with the heating on the coldest day of the year or air conditioning issue on the hottest day of the year!
We try to get there as fast as we can to correct the situation.
Clients who have been with since our beginning in 2009
use our annual service plan to keep things humming along
through the cold and the heat! A majority of our new clients sign up for the service plan after we make the repair to become a long term customer and friend.
http://www.Accuairhvac..net

Response from Robert Smith

The clients that come to me in context are individual tax clients. They filed their individual taxes using available tax software in the past. In the current year, their financial and tax preparation situation has become more complicated. An example is a client who has acquired a rental property. They now need help to prepare their tax returns. Clients have an operational plan in place. We develop a cash flow plan and consider the tax implications for the rental property.

Response from Clay Webb

Our Clients come to us for all sorts of plumbing problems big and small and sometimes they apologize for it being a small job like a dripping faucet. I always reassure those clients and tell them not only do we take smaller jobs, we love them! Once I fix that running toilet or dripping faucet, our clients will know we are the ones to choose when something major happens. My whole team at Quick-Pro Plumbing is so dedicated to providing great service for the purpose of making it an easy choice for our clients to call us again, the next time plumbing problems happen.

Response from Jason Wilson

from the Downtown Woodstock Team

What our clients need to know and do before they start is to answer why they want to sell and where they would go once it does sell. We often have clients that want to take advantage of this hot market but have nowhere to go. Unless their goal is to live in a van down by the river, we advise them to prepare the house and then go on the hunt. Once we find the right home we set them up with unique financing that allows them to purchase the new house with cash, then get a loan that works for them and then sell the other. Jason Wilson Ursula and Associates KW Partners 770-241-0373

Response from Amanda Hamilton

My clients need to have very little in place to purchase a painting from me. If they’re buying any of my original creations, nothing at all is needed–they’ll be inspired by the painting and purchase it so that it’ll add to their home or office. For custom commissions, I do need a photograph of the pet or person that is the subject of the desired portrait to get started. Anyone is welcome to see my work at Rev Coffee in Smyrna anytime during the regular business hours the entire month of March! They’ll get a feel for my style and see the brushstrokes and details in person.

Response from Emily Cook

I don't often work with startups, most of my clients are long established businesses. They've had previous IT people with mixed results but are coming to me wanting to improve their current technology infrastructure, become more efficient and secure. They need have to have a budget and be open to drastic changes in some cases. I let them know that I will be there to support and maintain their systems which will reduce downtime and let them focus on their business.

Response from Ms. Nicole Good

from the Downtown Woodstock Team

Before clients come to me they need to have a need or a want that is not otherwise being met. A perfect example of this would be for the woman who had an insurance policy in force on her home, but realized that her policy coverages were changed by her insurance company without her prior knowledge or consent. She was seeking an agent who would advise her about her coverages that were in force in-depth and educate her about her policy. She wanted communication about potential changes in advance, in writing & with a phone call or an person meeting – she was not getting this from her prior carrier/agent. I am a good fit for this person because I love educating my clients about their coverages and am very easily reached via call, text email or in person via appointment at any time to speak with the client. Even if it is 5:45 in the morning and a tree fell through their house – they can reach me and have someone there for them.

Response from Chris Coulter

from the Downtown Woodstock Team

There are many things they need to have in place technically. Starting with a minimum age of 18 to apply for a mortgage. Also a job and a credit score. However, if they don't have these things I can still consult with them on creating a game plan to put them in position to qualify for a mortgage. So all they truly need is a desire to get on track financially.

Response from Dr. Kenneth Strack

from the Downtown Woodstock Team

My patients typically enter the clinic with one of two issues. First, they are in pain and cannot deal with it anymore. When these patients come in, we have two jobs; get them out of pain, and keep them out of pain. The other type of patient that comes in is trying to preform better. Whether it is a weekend warrior, or a high level athlete, these patients always have a good sense of their body mechanics. With these patients, I want to make sure that I convey the importance of warming up and training core stability. When we are talking about how to perform better, we need to address the body as a whole. These patients usually do their exercises and stretches more frequently than people trying to get out of pain. When people need decide to come into my office, we need to set clear goals so that we can stay focused during care.

Response from Luciana Stone

As a professional cleaning services, when my clients call me they need a Deep cleaning, Move in/out cleaning or a regular cleaning. Each type of services requires different type of work to be offered. Basically the needs that they have to have in place before I can begin the services depend which service they want to be done.

Response from Shelby Behret

As travel agent before I can really begin the process with the client I need to know several things. First, where do they want to go? As long as they have an idea of what they want I can help them along with selecting the prefect destination. Second, what will the travel window be? The more specific the time frame the better my recommendations will be. Third, a desire to travel. As long as the client wants to go somewhere, I can assist after having conversations with the client. They have a dream or idea, I can make it happen!

Response from Rich Carrozza

from the Paulding Team

You’d think as a residential roofer that homeowners would have to have a leak or some sort of storm related damage on their roof before they contacted me, but that’s not the case. I have many homeowners that call me, especially after a storm, to take part of our absolutely FREE video roof inspection. It’s no obligation and it gives the homeowners a good idea of the condition of their roof. After the inspection we make suggestions and guide the homeowner on the best steps to take. A lot of the time the leaks haven’t happened yet, but they will soon and the customers are making an effort to prevent them. I’d say my customers wouldn’t need much at all before I can get started. However in the event of a leak or damage to their roof from a storm, all they would need is their policy number from their homeowners insurance. Here at Southern Sky Roofing, we handle the rest. From calling the claims department, meeting with the adjuster on the roof, providing an estimate, performing the roof replacement, and submitting all documents and photos back to the insurance company. Our customers barely lift a finger. The peace of mind afterwards is invaluable.

Response from Mark Galvin

My clients always have one value in place before I am a good fit: they have to know that social media is valuable and it can help them achieve their mission. Some referrals contact me to see WHY I think social media is valuable. While I always enjoy a good conversation, this one is not one that will help either their business or mine. I cannot convince someone that they should use social media to grow their business if they harbor disdain for the platforms.

Response from Matthew Brown

My Customers come to me when they're selling their home, remodeling, or just plain tired of looking at their old, worn out floors. I make the process very easy for them. Once I receive a referral or a personal call, I contact them within 24 hrs. and set up a no obligation consultation. To make the choice easier, I bring samples along with me. This eliminates the need to run all over town wasting their valuable time looking at materials that may or may not suit their specific needs. Once I have taken the appropriate measurements and we have decided on their Materials, I then set the wheels in motion to get the flooring materials ordered and shipped. The Customer needs only to give a deposit for the materials and set a date with me for the installation. I always try to make their experience with my company as easy as possible. I do all the work for them.

Response from James Bonck

It is very important that my clients have a clear understanding and a realistic time frame in which they would like a Home Renovation done. Naturally, they need to be an owner of the property, but having a compartmentalized understanding of how the project will progress and the time it will take to do the job correctly is a key foundation to start on.

Response from Barbara Sobel

As a disaster recovery provider, when clients call me they generally have quite a mess on their hands. My customer Khai had tenants that clogged/overflowed the toilet and moved out, leaving it leaking throughout the entire house. What they needed in place before I can begin work is comprehensive property and casualty insurance and a good agent to help with claim management. Thank goodness they did. Since I tend to be the first responder with a client like Khai, I subsequently referred the plumber to unclog the blockage and a contractor to rebuild the property after demo of affected areas and structural drying thus offering a value-added service to my client.

Response from Nate Sampson

Interestingly, I had a client call me for a home inspection several weeks ago so I proceeded to get the information needed to schedule an inspection for her. In doing so, I found out that she had not yet made an offer on the home and had no communication with the home seller to this point. She also did not yet have a real estate agent! I took the opportunity to take some time with her and explain the process and suggested steps that she should take prior to scheduling an inspection. After all, in today's market the home could be gone very quickly if she did not at least have an offer submitted. I referred her to a real estate agent whom I've worked with on many inspections and I trusted to provide her the guidance she needed to move forward with her home purchase. She did not secure a contract for that home. However, she contacted me a few weeks later and was ready to have an inspection completed on a home she said she loved even more that the 1st one. Nate Sampson CPI® Certified Inspector https://www.checklisthomeinspection.com/

Response from Luther Maday

WHO DOESN'T LOVE FREE ADVERTISING?? Most small businesses have taken a hit from the pandemic and when budgets are so tight, marketing is the one thing that gets put on the backburner. This doesn't make sense as marketing is what will bring in new business. Its this need for more marketing without having to stretch your tight budget further is where we can help. We operating in-door digital billboards -- TV screens placed in local brick and mortar locations where we run ads for Lawyers, Insurance Agents, Plumbers etc. What does it cost the location where we placed the TV? NOTHING and in addition to that we provide them FREE ADVERTISING in 5 other locations

Response from Kevin Edwards

Being able to retire comfortably is one of my clients’ top goals. John is 58 and wants to retire in 6 years. He’s been contributing to his retirement plan at work, and he has some additional savings through a retirement account that he set up. John thinks that he has enough to retire, but he’s not completely sure. John recently spoke with his Uncle Will, who has been retired for 8 years, but who had to go back to work in order to increase his income. Uncle Will couldn’t afford the high gas and electric bills this winter, so he had to go back to work in order to be able to turn up the heat enough to stay warm. John doesn’t want that to happen to him when he retires. So, I helped John put together a comprehensive retirement strategy, and he is so thankful for the personalized plan that we developed that will allow him to increase his savings enough over the next 6 years in order to be able to retire comfortably and never have to worry about going back to work once he retires.