WALK: Build Skills
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RUN: Find Promoters
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WALK: Build Skills
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RUN: Find Promoters
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Hi . The WALK goal is to develop an understanding of two problems, identify solutions to those problems, and explain the steps to follow to resolve them.
Instructor Max guides you through each video. Begin this segment with the brief “Get Started” video (only 5 minutes). Next, complete the 8-question Personal Referral Plan Questionnaire online. You can redo the questionnaire as many times as you like until you arrive at a Personal Referral Plan that best suits you. Last, Max will answer frequently asked questions on the Memorable Stories and Faster Connections FAQ videos (each less than 5 minutes long).
Use the checklist to track your WALK progress—it will help you stay on track. Also, the handouts covered in the WALK videos can be downloaded or printed.
Closing out the WALK phase is a 10-question quiz and a quick recap.
We welcome all questions at hello@referralsafe. Have a great day!
's Checklist
Newsletter
Hi . You now have a repeatable process for sharing memorable, personalized stories with clients to drive referrals you can help. Plus, you have a structure for transforming referrals into introductions. Well done.
The more you apply this new know-how, the better and more comfortable you’ll feel, especially when it produces results.
We welcome all questions at hello@referralsafe. Have a great day!
Hi . The RUN goal is to provide expertise to easily identify clients willing to refer you to someone they know.
Instructor Beth guides you through these videos. Begin the RUN segment with the “One Question to Drive Results” video (only 4 minutes) and follow with the “FAQ: One Question to Drive Results” (3 1/2 minutes). Then, watch the techniques you just learned about applied in a real situation as Beth walks you through the "Use Case: Mackinaw & Company" video (4 1/2 minutes). You will then be ready to start using survey links in your emails and other digital communications with clients and influencers.
Don’t forget to use the checklist to track your RUN progress to stay on track. Also, the handouts covered in the RUN videos can be downloaded or printed.
Closing out the RUN phase is a 10-question quiz and a quick recap.
We welcome all questions at hello@referralsafe. Have a great day!
| 's Checklist |
Hi . You now have a personalized, repeatable digital process for asking one important question “Would you refer us?”
The more you share your one-question survey link, the better and more comfortable you’ll feel, especially when it produces results!
We welcome all questions at hello@referralsafe. Have a great day!
Hi . The FLY goal is to provide 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 the instructor Clair's "Optimize Actionable Ideas" video first. Consider the factors it outlines.
B. Select a topic and complete an Actionable Idea Plan to manage your project.
C. Also, keep the"Optimize Actionable Ideas" document handy.
D. 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.
We welcome all questions at hello@referralsafe. Have a great day!
| 's Checklist |
Hi . You now have a personalized, repeatable process for deploying practice management ideas for growing your firm. There are 40+ actionable ideas in the FLY phase.
Take small bites, however the more you use this process for growing your firm, the better and more comfortable you’ll feel, especially when it produces results!
We welcome all questions at hello@referralsafe. Have a great day!