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.
Hear From Our Alumni
The referral team playbook has been a game changer for not only marketing my business, but helping me package my products and increase profitability. They've helped me build everything I need to confidently market myself to clients and I've already seen huge success in approaching and converting clients.
The Referral Team Playbook has been invaluable at helping me use my time wisely as well as build my business to the next level.
The Referral Team Playbook has transformed my business, The Huddle. After eight years, I realized I had a network of potential referral partners but lacked a structured approach.
This playbook provided the tools and framework I needed to maximize my networking efforts and grow my business.
The PM Enrich Program has helped me grow my business, Social Show. I learned valuable networking skills and have seen positive results, including increased referrals and new clients. My business partner and I now have a better understanding of the benefits of a referral team, have increased the consistency of referrals given, established new lasting connections, and secured engagements with 2 new clients.
I highly recommend this program to other business owners seeking growth.
The Referral Team Playbook has been a game-changer for me and my business. Through their guidance, I've learned how to identify my Ideal Client Profile (ICP), which has given me far more confidence in talking about myself and my business. I now have clear, achievable goals with both short-term and long-term targets.
My understanding of the types of clients I enjoy working with has deepened, and I can now refer other businesses with confidence, asking the right questions and understanding their goals.
Priya and Mel's program has been immensely helpful to me! It helped shape my mindset around doing business and networking and gave me an approach that drove great results.
Their program was so successful that just before completing it I was able to quit my full time employment and focus 100% on my own business, which is returning more than double the profit since before starting the program.
I've recently completed the Referral Team Playbook training with PM Enrich to help me to redefine my ideal clients, level up my networking skills and find quality referral partners.
I have found this training to be an inspiring and information rich way of changing my mindset and habits for the better and have recently been winning some of my biggest clients and most interesting jobs, using the skills I've learnt.
The referral team playbook has been invaluable in helping me grow my business. I've learned a lot about myself and my industry, and I've started connecting with like-minded people naturally. This has led to a significant increase in referrals and clients. Priya and Mel's guidance has been exceptional.
I highly recommend this program to anyone looking to improve their referral game.
