Building a Referral Mindset…

3% leave for convenience 14% leave for miscellaneous

reasons 15% leave because of a problem

with the product, price or delivery 68% leave because of

perceived indifference!

Why Do Clients Leave?

We’ve Withdrawn…

The Key is Trust

• “In a world that is increasingly connected, but also increasingly impersonal, the role of a trusted relationship is ever more critical.”

-Trusted Advisor Associates

Character & Competence

Your missionYour core valuesYour goals Work-life balanceHow you relateReliability

Is Who You Are…Character

Your educationYour training Your experienceSkill setsYour company

CompetenceIs What You Bring…

The Principals of 22 Touch…Focus on a Few Deep Trust RelationshipsUse a System & Implement It Rigorously EverydayBuild the New Habits for SuccessGive & Give… then Teach How to Give BackAsk for the Referrals and Receive

Referrals

Goal: Create a Referral Machine

A’s Keeping in Touch

Personal Contact

Top of Mind Awareness

Creating Conversations

Delivering Value

Asking…

It’s All About Trust & Relationships

1 to 1 Touches Hand Written Notes

Phone Calls

Drop Bys

Scheduled Meetups

Special Events

$

Value Touches Articles & Books

Emails

Newsletters

Making Connections

Thank You Gifts

$ $

Tells You: Who, When, How

• They are always read

• Shows you invested time

• Creates a lasting impression

The Power of Hand Written Notes

Value Touches

ARTICLES & BOOKS

25 ‘A’ List People

7 touches/week

Items of Value 1 Email/month

Phone Calls 3 Calls/week

Personal Visits 2 Drop-bys/week

Personal Notes 2 Notes/week

22 Touches x 25 People = 550/Year

“If you had a friend or an associate who might need…

…Would you please do a favor for me… CALL ME and GIVE ME their contact details and I…”

Finally……Teach People How to Refer!

Easy to Use SSl Secure Web App Built-In Training-Video Suite Touch Dashboard: Who, When, How Your Own Weekly Touches Email Built-in Tools to Build Relationships

Proven… It Works!

Let’s Bring it all Together Make the commitment to change

Set Goals…build a plan

Have a system… follow the system

Ask for the referral by teaching people how to give back…

Tools

• Video Training• PowerPoint and Webinar Tools• eBooks and Brochure Materials• Automated Affiliate Sales Portal• Banners, Links, Posts, Articles

Starting Dashboard

22Touch Training Videos

Select Your “A” List

When, When and How to Touch

Today• Trusted Relationships• Building Trust• Creating a Robust Referral Machine• Teaching People How to Refer to You!• 22touch Web Application• Member Growth, Retention, Acquisition

Costs and Added Income Oppty