Services

Referral Team Playbook is Made Up Of 6 Modules

Pillar One

Know My Business

MODULE I —Profile Module

Gain crystal clear clarity on the profile of your ideal client, how to spot them with Buying Signals and Buying Questions and how to create your Value Story, which showcases that you've solved their problem before and highlights the value you add.

These are the critical elements to give to your referral team to bring you your ideal client and helps you to convert them into a paying customer.

MODULE 2 —Package Module

We show you how to professionally package all of the best information about you and your business, to give the document to your referral team.

After meeting your ideal client profile and sharing your value story, your referral team sends this communication package to them so they know exactly what you do, how you do it and strengthens the belief you are the right person they should be working with to solve their problem.

Pillar Two

Refer my business

MODULE 3 - Partner Module

Learn how to build organic networking habits that significantly improve your networking skills and results. Upping your networking game also allows you to meet more relevant people to join your referral team.

Discover what to look for in the perfect referral partner and how to introduce a referral team opportunity to the right people.

MODULE 4 —Promote Module

It's time to practice what you've learned so far! This module is where we bring together all of the previous modules and refine through practical exercises:
• Delivery of your Ideal Client Profile Statement
• Role plays to practice Buying Signal & Buying Question conversations
• Delivery of your newly created and tested Value Story
• Feedback on your package material
• Networking exercises and role plays
• Conversations and questions to ascertain whether a referral partner is right for you
• Practice introducing a referral team opportunity.

Pillar Three

Grow Our Businesses

MODULE 5 — Purpose Module

This is Phase 1 of the vehicle that drives your referrals.

Create Referral Partnerships.

Learn the do’s and don’ts of working with a referral partner, the goals and KPI’s that will drive you both forward & the values and activities that will build a successful partnership.

We give you the roadmap to:

• Find and recruit the perfect referral partners
• Introduce the referral partner opportunity to someone
• Establish mutually beneficial goals and KPIs which are set up from the beginning, and how to review progress
• Deliver your portfolio of referral partner assets to your referral partner to make it easier for them to refer to you
• Set up the referral activity to result in the highest quality connections • Map out the frequency and content of referral partner communication

MODULE 6 — Prosper Module

This is Phase 2 of the vehicle that drives your referrals.

Create a Referral Team.

Learn how to elevate your referral partners into a referral team, the structure of how to run a referral team meeting (including agenda template), the dos and don'ts of working with a referral team, the goals and KPIs that will create the ultimate team of referrers and the values and activities that will build a referral team that will organically grow everyone's businesses.

We give you the playbook to:

• Elevate your referral partners into referral team members and recruit new team members
• Structure a referral team meeting, including agenda template • • Create best practice activities to level up your connections to achieve your goal and KPIs
• Implement spotlight sessions to learn more about your referral team members' businesses and provide valuable insights and feedback.