How to fill out a referral slip

In PRE, we use 3 ply carbon-copy sheets to track our referrals within the chapter. In order to ensure all referrals are tracked correctly, please make sure you fill out the referral slip in it's entirety. These steps will help you ensure you do not miss anything.

1. at the top, check whether it is a 1st or 2nd generation referral. EXAMPLE: if I have a referral for Jason Eve to have my car's oil changed, it is a 1st generation referral. If i have a referral for my grandparents to have their oil changed, it is a 2nd generation referral.

2. Next, fill in who the referral is going to and the date. In my example from above, it would be to Jason Eve/Brooks Huff. (you can list the company name or person's name, either is fine)

3. List who the referral is from and your phone number in case there are questions- this referral is from me, Marie Cartwright/Net-Aid and i would list my office number

4. Next list the person who they are to contact and their phone number - in this case, it would either be my name and number if it's my car, or I would list my Grandparents name and number if it was for their car.

5. Specifics concerning this referral - list what the referral is for - in this case, an oil change.

6. Check whether this is new or repeat business.

Now you are ready to give the referral. In my example, i would give the White copy to Jason as the receiving member, the Yellow copy goes in the bucket, and i keep the Pink copy for my records.

When the sale is finished.........
1. If you are the holder of the white slip, when the sale is completed, fill out the date and how much the transaction was for. The dollar figure should be the Gross Sale total, NOT profit/commission.

2. Turn the white slip back into the bucket at the meeting

3. If for privacy reasons you cannot turn in sales with client information, or if it's just easier for you to tally everything at once, please feel free to email me your monthly sales total mcartwright@net-aid.net.

One last note - please hang on to your pink referral slips and reference the to make sure you are not giving the same referral twice. It's easy to forget, and this will ensure you know what referrals you have already given.

Running in the Rain

I love to use running as an analogy for life. It’s about discipline, endurance, focus, pain, joy, etc. I wrote a post about running in the rain and my thoughts about the experience. You’ll want to go to the full article to read Mark Victor Hanson’s quote, which applies to so many areas of life.

It’s been said that the difference between successful people and failures are that successful people do the things that failures are unwilling to do.

I think this is true is every area of life - business, sports, health, family, etc.

Take a look at the different areas of your life that you deem successful. I can guarantee that you’ve done some things in that area of your life that others are unwilling to do. If it’s business, maybe that means cold calling, or networking, or some other activity.

A personal example for me was this past Thursday. As you know, I started my training for the Hartford marathon three weeks ago. On Thursday, I was scheduled to run six 800 meter fast paced runs. During the course of these runs, it started to rain and then turn into a pouring rain. I was soaked. I could have easily called it quits since I was running down the street from our house, but I didn’t.

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Success

Success is a topic that everyone loves to talk about, but few will do what is necessary to achieve success. When it comes to success, it’s about shutting up and getting down to the business of success:

I can’t stress how important it is to actually define success. Without a clear definition of what success means to you, you’ll never know if you are successful.

So what is your definition of success? What does success look like? What does it feel like?

Dashboard

When you look at most successful businesses and organizations, a key characteristic is that the leaders of these organizations know how the organization or business is doing at any given time. They know because they measure, not just results, but more importantly activity and key indicators. I wrote a short article about this idea. Here’s a couple of the paragraphs:

One of the most important parts of any strategic plan is the implementation of that plan. Without implementing what you’ve laid out, all you’ve really done is a nice exercise in philosophy.

A key to implementation is measuring results. A common question I hear is “but what do I measure?”

The big question of course comes down to what to measure. Each business and organization is different. When in doubt, measure something, anything - you’ll learn over the course of a short time span if what you are measuring is what you need to measure - is it a key indicator for how well your business is doing or is what you are measuring a lagging measurement that tells you something after the fact. If what you are measuring is not assisting you to make future adjustments, then change what you are measuring. Just like most things in life - the hardest part is getting started.

Goal Getting

I wrote a short article for my weekly newsletter on goal getting - that is, accomplishing goals. So often in our society and especially in the development field we focus on the first part - goal setting.

The key to a great strategic plan, that most people forget, is not the goal setting part. I work with many clients on goal clarification. Without the clarification, nothing else can happen, so don’t misunderstand what I’m saying here.

To make a strategic plan truly “great” or effective, the focus needs to shift to goal getting once the plan is in place.

The simple version of what success is can be summarized into two parts - set the goal and be clear about what it is and do actions necessary to accomplish the goal. So simple! And here’s the thing - most entrepreneurs struggle with this because it is so easy. Entrepreneurs aren’t into doing things the easy way - they exist to figure their own way of doing things. That’s a great trait to have and at the same time it can be a huge detriment. The key is knowing when to use this strength and when to lay it aside. When we master that, simple is acceptable - the switch flips in our minds that says that what we are doing is easy, so long as we allow it to be easy. And that’s where the goal getting starts to happen.

Being Organized

I wrote an article on being organized - my definition of being organized is probably not what you would expect.

For me, organization has nothing to do with perfection. Let’s be serious for a moment - my wife and I have three children aged 5, 3, and 1 - perfect organization just doesn’t happen in our house. There is no expectation that everything will be in its own place and tidy.

To me being organized is not about spending a great deal of time cleaning, buying organizational supplies, sorting, etc. My definition of being organized has everything to do with effectiveness.

The questions you want to ask yourself when it comes to being organized are:

What’s your definition of being organized? Are you looking for perfection? Do you need to alter your definition and expectations based on your circumstances and your personality? What small changes to your physical space could you make that would make you feel 10% more organized? How about mentally? When’s the last time you looked at your strategic plan?

The Unexpected

I wrote a post about dealing with unexpected events - those things that are out of our control. Unexpected things are like wrenches in our plans, however they are also the things that let us know that we are alive. Only people who are alive have to deal with unexpected things, or challenges, or problems - so in that sense, we should celebrate the unexpected.

Here’s one way to handle unexpected things:

We can never fully expect everything that will happen over the course of the week, or each day. That’s why it’s important to allow yourself some cushion. You need not only a financial cushion to pay for necessary unexpecteds, but also a time cushion, and a stress cushion. Never pack your day so tight with activities that a small unexpected could throw the whole day into chaos.

You can read the whole post here.