April Referrals

We're off to a great start in April with 86 referrals. 46% were 2nd generation. We are at 740 referrals for 2008, which is 24% of our yearly goal.

Some referral housekeeping items:

1. Make sure your referral is qualified - this means your friend/family/client is expecting a fellow member to call and is truly interested in their product or service.
2. Fill in the referral slip in it's entirety - make sure you mark whether it is a 1st or 2nd generation and fill in who the referral it is to and from. If it is a cross chapter referral, mark as such across the top
3. Which Copy? The Yellow copy goes in the bucket when you give a referral. The While copy goes to the PRE member for whom you have a referral for. The Pink Copy is for your records. Upon completion of a referral sale, please fill in the dollars generated on the white copy and return to the bucket (even if it is zero/not interested). If you cannot return white slips due to client privacy, simply email me a monthly total of the dollars generated.
4. Follow Up - When you receive a referral, follow up in a timely manner

If you ever have questions about what is or is not a referral, how to fill out the slip, or any other information about referral, please ask me and I'll be happy to help you out!