During my last 7-minute, about the Homeward program, a program that helps make homebuyers look like cash buyers, I gave out a flyer with blanks that my team members could fill in with startling statistics.  During referrals, team member Mark Weiss suggested that I revise the form, filling in the blanks, and sending it to the team so they could share the valuable information with people who the program could help.

I revised the form, adding the startling statistics, and sent the sheet to the team.  I also posted the completed form as a downloadable document on my website.  If you’re curious, take a look at: https://www.kellyvandever.com/homeward

Thanks for the suggestion, Mark!

Kelly Vandever

Real Estate Agent

Keller Williams North Atlanta

License # 391485

Kelly.Vandever@kw.com

https://www.kellyvandever.com 

https://www.youtube.com/kellyvandever

I haven't done a hand out since we went virtual but definitely see a value of creating a one sheeter to articulates how I focus on sourcing low mileage, off lease vehicles that offer a condition report, which is an independent evaluation the auctions do, which dealers pay for, that will rank a vehicle from 0 to 5 with 5 being the best. Vehicles that carry a condition report (CR) will sell faster and offer better guarantees.

The difference betwen a 4.7 car and a 5.0 CR may be a sratch or two on a bumper which is minor. I only focus on 4.5 to 5.0 cars and most all deliveries over the last two years have been 5.0s. A 5.0 is virtually flawless and usually super low mileage. For example, this week I delivered a 5.0 rated Nissan Cargo van with only 152 miles. The customer, a former PC member, has bought four vehicles from me (three work vans and one personal). And he saved time, money and a retrofits on the commecial vans that literrally saved him almost $15,000 total on all three vans!

I have yet to make a handout/worksheet, but in writing a networking presentation years ago about the benefits of chiropractic during pregnancy i was able to coin some tag lines and articulate some concepts that had been previously difficult for me to articulate. Things such as restoring and maintaining the pelvic balance so there is as little strain on the supportive ligaments as possible. This leads to a much more comfortable pregnancy and reduced labor times. We can treat/massage/gently and comfortably adust expecting mothers until around 34-37 weeks depending on the pregnancy. This allows for increased mobility and decreased discomfort as they get further and further along. 

I have been in PowerCore for almost 8 years.  Handouts have been beneficial in getting more referrals.  Many years ago I gave the team a form comparing the fees of other banks for business checking.  It did not have any competitors name on it and I did not think of it as a hand out.  I only gave it out as a work sheet.  Some members of the team mentioned that they had given it to some of their clients.  Lesson learned if you give a hand out be sure to have your contact information on it.  The next time I made sure it had my logo and contact information on the form.  

I recently did a 7-minute on the reasons why we are not in a housing bubble and how this market is different from the Great Recession. In that presentation, I spoke about the increase in housing values and the increases in rents. So many remarks/questions were made about the rent vs mortgage part, that I created a handout that assists my clients and gateopeners in determining if renting or owning is the correct choice for them. They are in love with the information and it was easy to create because of the time I spent creating my 7-minute. The idea to use the information in this way came to me because of the amount of interest and questions I got and continue to get on the subject. 

One of my favorite ways to help a client set priorities is to draw a picture with a story.  I draw stick figures and stick houses and talk about coming home from Costco with the giant packages of paper towels and toilet paper.  If something happens to the stick figures before the paper towels get put away, we can talk about different ways for the stick children to get things where they belong.  It's just silly enough to difuse the denial that can make talking about death and disability so difficult, and it gives an easy illustration of various solutions that makes it easier for clients to identify what is really important for their family.  In client meetings, I draw it and give them the drawing or send the PDF to them.  I used a drawing in a seven minute, and more than one team member requested I send it to them.  One said, "it will make it so easy to talk to clients about what you do."  I didn't even realize it was a handout until they asked!

Years ago I created a handout for a 7 Minute presentation on nutrition. I created it to give a very broad overview of how to understand nutrition. While I am not a RD and do not give out specific diet plans to my clients, nutrition is a critical component to any serious health and fitness program. I've now repurposed that handout as part of the introductory folder I give to all new clients and although it is slightly more detaled than that first handout, I retained many of the original components. I tell clients it is essentially "Nutrition 101" to give them a foundation so they can better understand the things we talk about in our program and how their diet and nutrition impacts their overall health.

On my last powercore team, I gave the team my fact finder that I use for commercial insurance.  It gave the team perspective on why I ask the questions I ask.  Every item on the handout relates to some aspect of commercial insurance. 

A handout can be a great tool to give out during 7 minutes. Recently we created a handout that breaks down what is a Tenant Advocate and why a business owner should always work with a commercial Realtor when looking for their next space. Many people don't realize that you can have someone help you to find your next business space at no cost! This trifold pamphlet is great for people to highlight or take notes on, so that they better understand what I do and how I can assist business owners when they are looking for their next business space. It gives great keywords and terms to look and listen for while people are having a regular conversation with their friends, family and clients. 

In the past, when I would say I am a Tenant Rep or a Business Space Specialist, many people were still confused as to what exactly I did. By changing the focus to being a Tenant Advocate, it has helped people to better understand what it is that I do. This flyer has been very helpful when given out to PowerCore members as well as new clients. For the new clients, it gives them a list of the Do's and Don'ts and breaks down everything I am doing on their behalf. It is very important that my clients understand what I am doing for them and the value that I bring for them and their business, and this pamphlet is a great breakdown of exactly how I do that. 

"Sometimes I wln and sometimes I learn...."

We can always be used as an example at PowerCore.  Sometimes a good example.  Sometimes a not-so-good example.  During my last 7-Minute I provided a Handout of a real-world evaluation and comparisons of my services that resulted in a We Did Business slip.  It was also an example of a Home Run based on processing volume and equipment hardware needs.  The idea stemmed from the candor our culture creates in never being afraid to talk about price.  It showed clearly my pricing and profit.  The presentation went well but the comments and critique showed that I had missed the mark.  I spent a good amount of time outlining the "lead up." I then just highlighted the benefits of the result to the merchant displayed on the handout.  The error was that I did not spend enough time educating on the details of the comparison and the calculated savings.  This was still encouraging because it reminded me that my PCore Partners, like my merchants want to actually learn a bit about what I have to offer to better stimulate referrals.  The "happy little accident" is that the questions that came from my overly brief snapshot stimulated even more real conversations that lead to more real referrals.  As Wendy Kinney would say, "Everything I don't do doesn't work" but George Kinney reminds, "Everything I do brings a benefit."  Let's continue to refer in #2022gether !

In my practice I have the opportunity to work with business owners at different stages in their business's life. Whether it's a brand new business owner just getting started or someone who has been in business for many years and who is now looking to sell, all businesses have legal needs and those needs can change over time.

In an effort to explain this in a 7 Minute last summer, I created a graphic that shows how I assist clients at various points along the business's life cycle. I got great feedback from my teammates and I've incorporated that graphic into my marketing. I've found that 7 Minutes can be a good time to try out new ways of explaining what my clients need and how I can assist. The feedback can be very valuable in learning what works well and what doesn't.

I often get asked about who should create a personal brand and why they should do it. I've created a handout for my next 7 minute which will be our first IRL meeting in over two years. 

It was an idea generated out of my podcast (Your Passion, Purpose and Personal Brand) in which employees are leaving their companies in large numbers because of a lack of engagement, feeling respected, appreciatedm and alignment of purpose. I created a handout outlining the problem and connecting it to a solution business leaders can use. I was able to use it with a recent Rotary talk, and can then repurpose it for my PowerCore team to pass on to others that shows the statistics about why Americans want to create and value doing business with those who have an established personal brand. It will also be used when meeting with potential corporate clients to demonstrate how they can begin to pour into the professional and personal development of their employees as a retention strategy. 

Something I have used during a 7 minute that I also use with my customers is what I call a "roof in a bag." This is backpack that has samples of every layer we install on your roof (along with several of the items the customer currently has on their roof) so that they can see and feel the difference in quality. It also contains a flipchat with step by step photos of the process so homeowners can get a visual. This not only educates the customer on the roofing process but shows the customer exactly what they're paying for and why every step of the roofing system is so important. 

Since we are still virtual I have not done an actual handout in sometime however I have done a few seven minutes where the seed forwards I received back let me know a KeyPoint worksheet on credit do's and do not's along with how to improve credit scores is one that is useful for clients, gate openers and anyone in general can use. They are useful, easy to remember and most importantly very impactful/ useful! Another words, they work! So since we are about to go back in person I'll have that ready!  :-)

I once used a pamphlet that described the amount of devices that can be connected to different levels of bandwidth. For example, a 35mbps is good for 2-3 devices. I offer it to clients during discovery appointments to educate them how to meet the needs of their business as it relates to which packages will work best for them. I added an extra step to the initial appointment by making every effort to visit the locations in person prior to any recommendations. This allows me to view any connections that may need prewiring, construction, or any other needs that may be seen otherwise.

I haven’t created a handout for a 7-Minute yet, but can see the benefit in helping to explain concepts that I am covering.

I have created a one-pager that explains what I do and the benefits. I see as potentially beneficial to GateOpeners and possible clients alike.  This may work as a good handout for a future 7-minute.

I have not yet created a handout for a 7-minute presentation, but I have used a handout showing the time value of money in presentations to others.  I have found this useful in both giving a presentation and as something that I can also give to clients and gate openers to show the importance of saving early and the power of compound interest.  I have used this handout for potential clients and it is also a great handout that someone can give to a potential referral.  It's an easy way to start a conversation too.

Homeowner's insurance polices are not intutive and can be an overwhelming hurdle when purchasing a new home.  There are a couple key factors that will influence the price of the policy, for example roof age and flood zone.  When first explaining to clients what their homeowner's insurance policy does and does not cover, I am generally met by one of two reactions.  The response is either calm, and along the lines of, "Trust me, I researched this, I am in the industry" or complete shock and closer to, "I had no idea my homeowner's insurance wouldn't cover that!" 

These very opposite reactions encouraged me to create a handout that allows everyone to be an insurance expert when searching for a new home.  The handout guides potential homebuyers or current homeowners what to look for on a home and exactly what questions to ask depending on the situation.  I have not been able to utilize this handout during a 7-minute presentation yet, but it is a fan favorite whenever I present the handout at a lunch and learn with a group of realtors.  

For me, this is the other way around. Four years ago I was having a discussion with couple of other CPAs about how to help a client understand how to change from reporting income to the IRS as a C Corporation to reporting as an S Corporation. This led me to create a worksheet showing the four options for companies to report their business income to the IRS, and benefits and pitfalls of changing. 

I later expanded the worksheet with basic tax principles to use for training Staff Accountants on the differences. Then I further expanded the worksheet to show new business owners their options, and advantages and disadvantages of the four options. Next usage - my next Seven Minute Presentation, so our team understands the basics of this important tax concept.

I have not done a 7-minute presentation  "yet", but I know the handout I'd use. I have done local seminars educating seniors about what we do. At those  community presentations, I pass out a handout. My handout has downsizing & donation tips as well as an 8-week moving check list. My first presentation, I will be discussing relocations, where the 8-week moving check list will come in handy. 

While I haven't done a 7-minute yet, I use multipurpose tactics in my business. This extends to handouts. When I created my welcome letter to send out to new companies that I represent, I took that information and formatted it into a pamphlet to give to companies. This has my business information, lists the carriers I represent, and shows what I can do to help them. This gets my name in front of the prospect one more time and looks good. Multipurpose techniques can extend into cross-selling by asking questions to gather information, but that's a conversation for another day.

I prepared a handout that states the challenges a business owner faces when it comes to Scaling the business, making the business ready to sell, and selling the business for maximum value.  Then I highlight what services I offer to resolve those challenges.  I found that it makes it easier to explain why I offer those services and how it benefits the business owner.