What To Say To Get Referrals: Communicate for Succeess

An invitation – whether to play tennis, to attend a PowerCore meeting, or to go for coffee – starts with

  • Why

Count three to your left. Imagine you’re inviting a client to lunch with you and this Member.  Tell us who the client it, how well you know them, and what “Why” – what reason, you would use to begin the invitation.

John Miller

Response from John Miller

from the Peachtree City Team

My client is Bob, who is doing his estate plan because he just retired.  He is looking forward to taking advantage of the deck he added to his home.  He is an old hippy that found success, so he also cares about his impact on the environment.  Because he is looking to enjoy his back yard Greg Verjan will be able to get rid of the mosquito nuisance that would prevent him from relaxing, without causing problems with the pollinators that Bob has throughout his garden.  The fact that Greg protects the pollinators makes it easier to bring up mosquito control in general, by tying in with something Bob really cares about.

Carol Jensen-Linton

Response from Carol Jensen-Linton

from the Peachtree City Team


I would like to invite my friend, Heidi, to have lunch with Dr. Casey Crane.  I met Heidi 3 years ago through New Neighbors League Club where she is the current president.  She is also a certified yoga instructor.  Dr. Casey is a chiropractor who uses reflexology in his practice.  I think there would be a lot of synergy between the two of them because they both help people find relief from pain using complementary modalities. 

Brett Vincent

Response from Brett Vincent

from the Peachtree City Team

Re Curtis Robinson in IT management and consultation. 

Curtis has a lifetime of experience in   a broad range of IT systems and applications.  This makes him a valuable asset to businesses large and small.  Curtis has the ability to analyze a company's needs, problem solve, and provide the best application to meet the needs now and in the future.

John Fortener

Response from John Fortener

from the Peachtree City Team

Carol Jensen-Linton is 3 to my left:

I have several clients (Mothers) who, in conversation have complained about not being able to get their kids to eat vegetables. Well, Carol has a solution for that with Juice Plus. So I would share with her that I have a friend that could help her to get her kids to get their daily serving of vegetables, without a fight... AND that there is no cost for the child, as long as the parent is enrolled as a customer! Win-Win.

Gerald Wessels

Response from Gerald Wessels

from the Peachtree City Team

Three persons to my left is Magneta Gonzalez, a licensed massage therapist with Soothing Intention.  It seems that profession of massage therapy is much like the real estate field, everyone is either is one or knows one.  There is only a small percantage in either field that last longer than five years, but when they do they seem to really stand out in the field.  Magneta has made quite an impression on our group with several of our members giving glowing reviews!  When Magneta and I were to meet one of my clients, her wonderful Carribean accent would naturally lead any discussion to her family and occupation.  My client would probably be wondering what sets her a part and does she have an office?  A very natural kindling questiong would be to simply ask them if they routinely visit a massage therapist like they do their chiropractor and if they would feel comfortable with someone who continues to get raving reviews from everyone who is treated by her!

Jon Pierce

Response from Jon Pierce

from the Peachtree City Team

If I had a painting contractor as a client I would have a trusting relationship with that contractor. Then I would let them know I am meeting with a friend of my, Ward Metcalfe. I would let them know that Ward has a successful roofing company with raving fans as customers and I think it might be a great opportunity to meet and get to know each other.

I would explain that I get to hear Ward speak about his company on a weekly basis. I would further explain that there are two things that I know about Ward. 1. His commitment to integrity and being a roofing company that is accountable. 2. He is recognized by Owens Corning as a Roofing Platinum Preferred Contractor because he meets Owens Corning’s network of independent Roofing Platinum Preferred Contractors strict standards for professionalism, business stability and customer service. They are the only contractors that can offer Owens Corning’s best warranty and represent less than 1 percent of roofing contractors.

I would go even further to explain to him that Ward’s company actually replaced the roof on my mom’s home and I can personally say they are a step above and beyond. One of the things his team did was also replace a lot of soffit and fascia board. They actually matched up the paint color to the best that could be and painted all the raw wood.

I would then tell him Ward is a firm believer in referral marketing like me. I would further explain I have a lot of respect and trust in him and his painting company as well. I would let him know I think they have the same type of business values and philosophy that will allow them to trust each other with referral opportunities.

Jessica Walker

Response from Jessica Walker

from the Peachtree City Team

Three team members to my left is Jon Pierce.  I would introduce my client whose business is gaining more traction and the pressure on her time is getting more heavy.  Although she has access to all kinds of technology that supports her being able so far to be a one-person office, she's finding that her clients are missing hearing her voice on the phone.  She's having a hard time being able to balance working IN her business vs working ON her business.  Jon's phone answering service offers the opportunity to have current and future clients hear a real human on the phone and to be able to feel a personal connection with my friend and her business.

Jerome Mills

Response from Jerome Mills

from the Peachtree City Team

My client is BJ, a female that has a home and auto insurance policy with my agency. I have known her for approximately 2 years.  My client has fallen behind on making insurance payments because she is going through a divorce.  I told her about PowerCore member John B. Miller, an attorney whose practice includes divorce settlement. John can help  BJ  sort through the legal process, seek alimony payments from the husband whose has failed to provide financial support after he walked away from the marriage after 10 years. John will ensure my client doesn't have to worry about how she is going to make ends  meet because of divorce. 

Megan Byrom

Response from Megan Byrom

from the Peachtree City Team

I am lucky enough to get Ken DeRose-Broeckert for this Referral Trigger. Ken is one of the hardest working and honest business owners I know. He makes sure the job is done correctly and stands by what he does. If I were to invite a client to lunch with Myself and Ken, I would invite Simon Harding. Simon is a handy man that lives in a retirement community. He can often be found helping his neighbors with tasks they can't handle anymore. Like Ken, Simon has some pretty epic stories about jobs he's done. I recall a story he told me about fixing a wiring issue in an outdoor shed once. He was in the attic area of the shed checking the wiring, when he was confronted by a racoon momma protecting her babies. This was quite the surprise for him! He told me he had to wait over a week to find someone that could come and remove the racoons so he could complete the job. 

Knowing both Ken and Simon have the same work ethic and values, I'd guess they would enjoy trading stories and possibly getting some future referrals out of each other. I know Simon doesn't want to deal with wildlife, but when wildlife gets in the way of him completing a job, he'll now have someone to call!



Greg Verjan

Response from Greg Verjan

from the Peachtree City Team

3 to the left is was Tom Wallace.

my client is a person that I can't reveal because of confidentiality 
he is one of the most caring people in the world, he doesn't know the meaning of no!

if he has $10 and is with someone he's so generous that he would give his last $10 to who ever would need it. He's on the verge of being bankrupt, having lots of money and family troubles, 

he would be a great client for Tom.

Tom wouldn't judge him he would do everything in his power to help him set up a plan, a budget to help him continue to be himself and still fulfill his family obligations to support his family. 
I would love to st up an meeting between us but haven't gotten a commitment from my clients to do so.

I will continue to work towards a resolution through the professional service that Tom could provide.

Jason Muldrow

Response from Jason Muldrow

from the Peachtree City Team

Three to my left is Tom Wallace who is a financial coach. A client I would invite to lunch with Tom and I would be Darian who is the CFO of an engineering firm. My "why" would be from the perspective of making a mutually valuable connection. Darian is always looking for ways to maximize profitability while Tom is looking for ways to grow his practice. Happier employees are generally better employees. With that said, I would plant a seed of opportunity by exploring how having a financial coach to come in and do a workshop for the company's employees might yield better productivity, less pressure for raises, and reduced turnover ultimately offering an area for improved profitability. That might open the door for Tom to make a pitch to offer group workshops as well as 1 on 1 private sessions for hire.  Making this meaningful connection would be a credibility win for me as well, especially if they are able to make a valuable deal happen.

Jason Muldrow, Marketing Specialist

Brian Sapp

Response from Brian Sapp

from the Peachtree City Team

Bret Vincent -  Person X has a successful business and disposable income and is looking for ways to diversify. Bret manages real estate and property offers some protection against volatility and is a great way to make passive income. 

Tom Wallace

Response from Tom Wallace

from the Peachtree City Team

The client I would invite is a current client.  I've known her personally for many years and she is looking for guidance to set herself up to retire early.  I would invite Jim Mothorpe to join us because one of the things she needs assistance with is to determine if her current investments are allocated the best in order to position herself well for that early retirement dream.  I would begin the conversation explaining that I have worked with Jim for over 20 years with our personal investments and his knowledge and expertise will benefit her greatly in helping to reach her goal.

Magneta Gonzalez

Response from Magneta Gonzalez

from the Peachtree City Team

I would introduce Nalda to Megan. I chose Nalda because I have known her for about 20years she is a very dear friend. She will  be getting to retirement age in about a year or so, I would like to introduce her to someone who is knowledgeable and will guide her to the best insurance for her needs.

Magen is great at providing information on the best insurance even when she doesn't get full benefits from the meeting with her clients. She gives the very best to every person whether you are a client or prospective client. I know that Megan will help my friend make a well informed decision that will better serve her.

John Gibbs

Response from John Gibbs

from the Peachtree City Team

My client Amber is the one that I would invite to lunch with Jessica Walker and myself. I have completed many projects for her research firm over the last few years. As I've gotten to know Amber, we have had many conversations about our health goals. I see how Jessica could help her achieve her goals in health and wellness. This is why I believe that Amber would be a good introduction to Jessica.

I would ask Amber if she would like to have lunch with Jessica and myself. I would tell her that she realy needs to meet Jessica, that she could help her with her health and wellness journey. I would also tell her that I think the two of them would really hit it off.

Nicholas Garrison

Response from Nicholas Garrison

from the Peachtree City Team

My client is David. David recently hired me to train his new puppy. While traing David complained about let pain and I noticed he had veins showing on his legs. I asked him if he had a Dr. he was working with to help. He said he has been so busy that he had not had time to research any. I told him I belonged to a group of business owners who meet once a week to help each other grow our businesses and that one of the members on the team was a Dr. who specialized in this type repair and would he be interested in meeting with him. If so, I would be happy to set up a luncheon with the 3 of us. 

Curtis Robinson

Response from Curtis Robinson

from the Peachtree City Team

The client is a 100 year old lumber company that has four locations and we currently provide IT and Cyber Security services for them. They have been a client of ours for about five years and I would invite Jerome Mills and the reason would be their peer companies have lately been falling victims to Ransomware attacks. The invitation would begin by talking about Cyber Security Insurance and making sure they were covered properly.

Russell Davis SR

Response from Russell Davis SR

from the Sandy Springs Team

As a new member still under the 90 day probation, I would say that Rob Burgner is the member I would invite to a lunch/coffee with a potential client. Robs has been a wealth of knowledge not only in his field but for PowerCore as well. I believe his expertise in his field would open doors with any new potential client and that he would use this knowledge to assist me in obtaining the business.