Hello . Get ready. Here we go.
The WALK module explains missed referrals, why they happen, and how to fix them.
First, instructor Max delivers the “Get Started” video (5 Minutes).
Next, answer 8-questions and create a Personal Referral Plan. It’s easy.
Last, in two videos, Max answers questions about…
* Memorable Stories (3 Minutes)
* Faster Connections (3 1/2 Minutes)
Hold on to your hat!
, woo-hoo! You completed the WALK module.
Begin sharing Memorable Stories with clients.
They’ll learn that new client referrals who can benefit from your specialty are welcome.
And they’ll understand how to make introductions.
TIP: Share your Memorable Story often, and it’ll become second nature.
Are you getting the hang of this?
Hey . Ready? Here comes the RUN module. Identify clients willing to refer you.
First, instructor Beth begins with the “One Question Survey to Drive Results” video (4 Minutes).
Next, create and copy the one-question Personal Survey Link.
Then, view the FAQ: One Question to Drive Results” video (3 1/2 Minutes).
Lastly, instructor Claire walks you through the “Use Case: Mackinaw & Company” video (4 Minutes).
You've got this!
, awesome! You've completed the RUN module.
You now have a simple way to ask clients, “Would you refer us to your family and friends?”
TIP: Create and execute a cadence to regularly share One Question Surveys.
Be proud! Share survey results with your team and clients.
A strategy in motion is a beautiful thing!
Welcome . The FLY module provides actionable content and the know-how to deploy it for firm growth. We never stop thinking about it. Visit this section often for new practice management ideas.
A. Watch instructor Clair's "Optimize Actionable Ideas" video first.
B. Check out the example of the Actionable Idea Plan.
C. Select a topic and complete an Actionable Idea Plan to manage your project.
D. Also, keep the"Optimize Actionable Ideas" document handy.
E. Lastly, subscribe to receive Tip Steps biweekly sales emails.
Don't forget to use the checklist to track your FLY progress to stay on track. Also, the handout covered in the FLY video can be downloaded or printed.
Closing out the FLY phase is a 10-question quiz and a quick recap.
Become a FLY regular, it's always being updated!
, well done! You now have a personalized, repeatable process for deploying practice management ideas for growing your firm. There are 50+ actionable ideas in the FLY phase.
Start with one or two Actionable Ideas and create an Actionable Idea Plan. The more you use this process for growing your firm, the more comfortable you’ll feel, especially when it produces results!