Kelly Stover - When a family comes in to my Senior Living Center and is looking to set up a local account for their family - it is generally an immediate need.
Connecting the family with Kelly, I would be sure to introduce each party and include the specific needs which the family has mentioned.
This is a Homerun for us. A Grand-slam would be more of a continued connection - like me asking for additional family members opening accounts or friends who might have elderly parents with similar needs and/or kids heading off to college or recently gradutated who might need the same type of support from a Credit Union.
!!! Referral Trigger !!!
What To DO TO GIVE Referrals
Blacklight Sustains: How to Give Referrals
Count three to your right down on the roster.
Take this minute to describe, in detail, the difference, for this Member, between you giving them a Home Run and a Grand Slam referral.
Do you know when you make the connection how good this is going to be for them? How?
When the person three to your left is talking about you, take notes. Use future InfoMinutes and 7-Minute Presentations to clarify where you believe it’s important.