Author: Steve Zyskowski
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VIDEO Teaches How To Properly Ask For Referrals
What’s the #1 reason you’re not asking for referrals?
It’s the same reason for everyone … you don’t want to appear desperate or pushy and risk alienating your customers.
The solution: Instead, use suggestive REFERRAL LANGUAGE with your clients, especially during the three most critical times you’re engaged with them …
Critical Time #1: Before The Transaction
“Do you mind telling me who referred you to me? All of my customers are referred and I want to be sure I know who to thank.”Critical Time #2: During The Transaction
*“I know I mentined my practice grows by referral only, and my goal is to do such a great job for you that you will also be motivated to refer me to those you care about.”Critical Time #3: After The Transaction
*”Is there anything else I can do to be sure you are extrememly satisfied? After all, it’s our most satisfied clients who will refer our next customers.”Also, here are two, powerfull referral tips:
Use Referral Language on business cards:
“By Referral Only!” … does your business card have referral language on it?Use Referral language in emails:
“Your referrals are most appreciated, celebrated and reciprocated.”YouTube Link: https://youtu.be/zo90KT17A5M
Video found on TOOLBOX page on Caerusnet.com -
Top 3 Strategies For Growing By Referral
by Steven Zyskowski, Founder of CaerusnetIn the words of Mark Zuckerberg, Facebook Chairman and CEO,
“People influence people. A trusted referral influences people more than the best broadcast message. A trusted referral is the Holy Grail of advertising.”#1: Commitment to developing a “Referral Mindset”.
If you’re trying to build a business or an organization, the easiest sale you’ll ever make is to a referral. The most successful professionals have developed systems that allow them to stay on top of what’s important. For most successful professionals, referrals are the lifeblood of their business. Why not then consider making a commitment to strategically be formulating new ways of channeling referrals to your business? Rather than hoping people might refer you as you’re working to impress them, why not use the power of suggestion and focus a healthy part of verbal interactions with your clients based on the notion of giving you referrals and staying connected with you? Being a center of influence to your clients keeps you in front of them, even when they don’t have a personal need for the product or service you represent … as they will also stay in touch with you when they need a good referral to another professional. What if developing a Referral Mindset meant a 20%-50% increase in the referrals you receive after committing to using the process? Would that be worth it? Here’s more food for thought:
Why are Referrals so Powerful? - The reason referrals are so powerful is because they come from a credible third-party who touts the benefits of doing business with you. People believe what a credible friend is saying versus hearing a commercial from a salesperson whose sole purpose is to make money from you.
- Referrals are also valuable because most of the time they are virtually free. How would you like to receive the benefits of the most compelling sales advertisement on earth for absolutely nothing? You can through referrals.
- Research shows the importance of referrals. According to Paul and Sarah Edwards (authors of “Getting Business to Come to You”), up to 45% of most service businesses are chosen by customers based on the recommendations of others. Referrals are one of the two most popular small-business marketing methods (the other one is advertising).
- Commitment To ALWAYS Use The Right Kind of “Referral Language”.
Nobody cares more about your business than you do! The difference between getting referrals and not getting referrals doesn’t have to do as much with the quality of your product or services as you may think. It has everything to do with your abilty to use referral language with your clients, without exception, 100% of the time.
Has someone ever asked you for a referral? Did it go something like this: “Hey John, by chance would you know someone who could benefit from my services?” John starts to ponder and think about it and eventually says, “Well, not off the top of my head, but I’ll keep thinking about it.”
- This is how 90% of all referral questions are asked and unfortunately, you might as well not ask the question. Rarely, if ever, will you get a positive response. Why? Because you didn’t ask the question right. “know anyone who…” questions are too broad for people to think about.
Sales School 101: If you want the business, you must be bold and ASK for it!*
The #1 reason you don’t ask? You don’t want to appear desperate or pushy … and turn off clients. So make your asks in the form of suggestive phrases.Use referral language BEFORE, DURING AND AFTER every client interaction. Always remind your customers that referrals are the greatest compliment they can pay. Remind them how important your work is and that you are eager to help anyone they would refer facing the same issue. Remind clients to use you as a resource … someone who also loves to make good referrals to other area professionals. You have to see where it is that you can use this language and for the sake of your business and referrals, commit to using well timed “one-liners” until they feel authentic. Trust me, when the cash register starts to ring referrals, that’s when you know your language is working.
Here’s how to ask for referrals from your clients without seeming desparate or pushy during the three most critical times you are engaged with them …
Critical Time #1: BEFORE The Transaction
*Prospective client calls you to setup appointment, etc. “Sure, I’d love to see if I can help you. Do you mind telling me who referred you to me? All of my customers come to me by way of referral and I want to be sure I know who to thank and let them know how much I appreciate their referral.”
Note: Be sure to thank the people who refer you promptly! Always say something great about the person who referred the prospective client to you.Critical Time #2: DURING The Transaction
*“I know I mentined earlier that our practice grows by referral, and my goal is to do such a great job for you, that you can’t help but want to refer me to others, as well.”
*“We are doing important work for you and my hope and goal is that if we take great care of you and deliver on our promises, you will want to share us with the people you care most about who may have similar needs.” “That’s why I’m most referred.”Critical Time #3: AFTER The Transaction
*”As a referred client, it was an absolute pleasure to take care of you. Is there anything else I can do for you to be sure you are extrememly satisfied? After all, it’s our most satisfied clients who will refer our next customers! I will be sure to treat all of your referrals with the same kind of care as I did with you. Thank you for being such an amazing client.”- Develop your network and present, present, present.
Join organizations that allow you to consistently present like the Chambers of Commerce or local Referral Teams. The Chambers of Commerce are great places to: a) Meet people and b) Present. Most Chambers will support you offering workshops (lunch and learns, etc.) to be made available to other Members of the Chamber. “Being A First Time Home Buyer in 2016”, “Why Downsizing Makes Sense” etc. are all topics where Members can seek out your expert advice. At the Chamber and other networking events, you will see other professionals who do what you do attending these events as the Chamber of Commerce usually nobly desires to be all things to all business in the community. Referral Teams are designed specifically to allow Members to become exclusive trusted resource to a team of local professionals who are all in different professions. This gives you the opportunity to become the voice of your industry and plant seeds for future business. Members usually present at every meeting to the other Members to help deepen the referral relationships. If there are no openings for your professional occupation in the referral groups you have visited, consider starting a team of your own (think Caerusnet!).
Develop a referral matrix by finding 3-4 of each local profession to regularly make client referrals to. Look to develop relationships locally with 3-4 financial advisors, 3-4 CPAS, 3-4 remodelers, 3-4 insurance agents, etc. How do you find these people? Ask your clients who they use and ask for permission to introduce yourself!
Caerusnet Business Card Referral Tidbit:
When you’ve made the decision to grow by referral and reputation, why note state it?:
“By Referral Only!” … does your business card have referral language on it?Careusnet Email Signature Line Suggestion:
“Your referrals are most appreciated, celebrated and reciprocated.”Thank your referral sources in a tangible way, every time. Beyond a verbal thank-you, make sure they know you appreciate it by making your thanks tangible. Return the favor with a reciprocal referral. Write a hand-written note. Send a small gift. Take them to lunch or dinner. Introduce them to someone you know they would like to meet. Extend the “give-to-get” full circle to “give back.” One good referral deserves another and another. Be both a source and a recipient for a referral strategy that works.
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Six Easy Steps for Member Success in 2016!
Caerusnet has helped many professionals develop a referral mindset and increase their referrals. Here’s a foolproof way to make 2016 your best year ever. Whether you’re a new Member or a veteran, this is an easy road map to follow to be sure you stay on course for success.Step 1: Budget 15-30 minutes and read the entire Member Toolbox. It’s jam packed with practical tips, advice, knowledge and advice to help make your referral team experience a profitable one. Caerusnet wants to help you Master the Art of Referrals!
Step 2: Relentlessly schedule Trust Builder Meetings with the other Members of your team. Aim to meet with everyone on the team. People only refer to those they know, like and trust. Successful Trust Builder Meetings with strengthen your reputation with other professionals.
Step 3: Attending the Caerusnet team meetings are critical to your success! Show up early (5 min) and attend 80% or more of the team meetings so team Members will learn about you and your business (and so you can learn about theirs). Only miss the meetings if you are absolutely unable to attend and remember to check-in with your Facilitator if you are going to miss. Remember, the meetings are fun and educational. If you keep attending them at a high level, you will likely be profitable, as well!
Step 4: Develop your Member Minute. A great Member Minute educates your team on why you are always worthy of consideration for referrals. Tell your team Members what constitutes a good referral for you and share referral success stories. Your team should know what your niche is in the marketplace, as well as the prices of your products/services, so they are better able to refer you.Step 5: Actively invite other professionals to the meeting! This will show the team you are serious about wanting to help the team grow and that you have some influence. In addition, a full team will pass more referrals and provide you with the greatest return on your investment in Caerusnet.
Step 6: Keep your Caerusnet business card portfolio with you at all times possible. This will help serve as a reminder that you’re part of a team. The more people you genuinely help with referrals, the more you’ll increase your own odds that people will remember to refer to you in the future. Always bring your portfolio to the team meetings. Keep the cards of current Members, past Members and the visitors you meet while a Member in your portfolio.
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Taking Breaks From Greatness
This week, none of the referral teams I’m blessed to facilitate in Brighton, Ann Arbor or Canton will have referral team meetings. We are on break.
Why do we take as many breaks as we do? Let me explain …
- I schedule 33 weeks of meetings every year. Taking breaks gives the Members and the Facilitators of the teams a chance to catch their breath. Taking a break allows us to take a step back from the team for a week and then step back into the team dynamic feeling more focused and relaxed.
- Prevents burnout. I don’t care how great something is … we can get burned out on anything. Think about your favorite food. Even that food will start tasting less desirable if you eat too much of it. Same thing applies with referral teams.
- Absence makes the heart grow fonder. It is music to my ears when a Member tells me they actually missed the team during their week off. It shows the Members have bonded with each other and that CaerusNet is important when it comes to providing much needed positive motivation in the lives of busy professionals.
With that being said, the teams I run will be returning next week feeling ready to network. The 2nd quarter of every year is one of the busiest networking times to take advantage of. That means it’s also a great time for new Members to join.
The facilitators and I look forward to continuing to be your preferred partners in the local referral team business. Stay connected!
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The LAW of Attracting Referrals
Erika McNamara is an Estate Attorney with a love for helping people. Practicing law in Michigan since 2009, Erika has built her practice in Brighton by paying attention to the details and helping her clients through important decisions. Erika is a dedicated CaerusNet member who is always looking for opportunities to network and to help others. Committed to growing her business, she regularly invites visitors to her Brighton CaerusNet meeting and plays the role of business matchmaker between local professionals. In this Member Highlight, Erika shares some great insight about how to get the most out of your CaerusNet membership.Tell us about your practice:
I have been a licensed attorney in Michigan since 2009. McNamara Law focuses on estate planning. I enjoy helping people and assisting them meet their goals. My goal is to help my clients when they are in the most need. I provide assistance on a wide variety of services such as wills, trusts and power of attorney. I also work with the elderly, Medicaid, Medicare, guardianship, family issues, property and gifts. Estate planning is a large umbrella that encompasses many aspects of the law. One of my passions in life centers on social issues such as veterans, homelessness, and civil rights. So while I do not directly work with social justice issues in my practice, I am able to assist people when they require it most.
As you prioritized networking time, why did you decide to make CaerusNet a focus?
I chose Caerusnet because it is a well-structured program with the main focus on learning about other businesses and referrals from those businesses. I like the Caerusnet structure because I know that the meeting will focus on referrals, time is well-spent, and the other business owners lend support to members.
What is it about the CaerusNet model that you like most?
At every opportunity I tell people about Caersunet and how the group is a vast source for referrals and exchange between business owners. Visitors are a vital part of the group, including those in my own field, because you never know where a referral is going to come from! Working with the Caerusnet model has not been difficult for me and seamlessly became a part of my daily networking.
Words of advice for someone just getting started or members who haven’t realized the same level of success as you have?
Don’t give up! It may seem like you’re spinning your wheels at the beginning, coming to the meetings every week and saying the same thing again and again, but after a while all of that investment will pay off. Like with anything else – working out, dieting, or investing your money – you can’t automatically start at the top. You have to invest your time and you have to listen to what the model says. Growth takes time and you have to be patient. The other thing to remember is that everyone in the group wants to help you succeed – you just need to reach out to people.
What is your strategy with your member minute and your spotlight presentation?
For me, the 60 seconds I have each week to present my business to the networking group is part repetition and part education. Most people do not wake up in the morning and think “Hey, I really should speak with an attorney today.” As a result, it is important for me to repeat and educate why the services of an attorney are important.
What is your approach to positioning yourself as a resource in the community?
In Brighton there is a concentrated group of CaerusNet members. I run into CaerusNet members all the time! Keep in mind that every time you see someone from CaerusNet it is another touch – another reminder of your connection and what you do. The base level of networking is to get people to think about you all the time. – The more often we connect, the better!
In addition to CaerusNet, I network quite consistently in the community. I am a part of the Greater Brighton Area Chamber of Commerce and I volunteer at a number of local non-profit organizations. There is no such thing as spreading yourself too thin on networking opportunities. The more people I know, the more referrals and networking I am able to achieve. I really believe the more connected I am, the better help I can be to my clients and my business connections.
Note: Erika is a Member of the Brighton Wednesday 1PM team. You can email her at [email protected] or call 734-476-0739.
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Got Referrals? Five Easy Ways To Get Started.
This post is for Caerusnet Members. Not for all of them, but for some of them. It’s for the Members who haven’t yet been able to regularly work referrals into their routine. Remember, people have choices for who they can make referrals to. The Members who get referrals are the ones who typically are great a creating referrals, too. People will mostly only give referrals to those they know, like and trust. There’s no greater reason to get others to like you than by providing true, meaningful referrals. So if you’re not getting … it’s likely because you haven’t yet made yourself referral worthy to the team. What’s the last great warm referral you created that resulted in a sale? Coming up blank? Hopefully reading this article will help you create new opportunities for growth and profit!1. Make Trust Builder Meetings (TBM’s) a regular part of your Caerusnet experience. It’s amazing to me that people expect referrals, but aren’t regularly scheduling Trust Builder meetings with the other Members of their team. How else will the other Members get truly comfortable with you otherwise? It is very important to leave your TBM’s with “To-Do’s”! When you follow up to your TBM’s with actions (referral To-Do’s) you are showing other Members you are a great networker with follow through and they will likely want to do the same for you.
2. Make it a point to consistently start making easy business card introductions. While it might feel awkward at first, it works! These randomly selected soft card passing introductions work great when meeting with other professionals, prospects, clients and family. It will show others you like to promote and talk about positive business experiences and like to promote others (not just yourself). Example: “Before we start our meeting today, I wanted to give you the business card of a friend of mine who works at the Ford dealership, helping people buy cars. I don’t know if you might have recently considered a new car in your future or not, but Tad does such a great job, I feel compelled to tell all of my favorite clients about him!” (Be genuine!)
3. Joint calls. Schedule a few hours for these personable and fun “customer service stops” with another Caerusnet Member. They introduce you to a few of their good clients one day and you return the favor the following day or week and introduce them to a few of your best clients. A good pairing might be a payroll provider along with the document imaging specialist on the team. Think of Members with whom you can naturally pair up with and go out there and create new opportunities!
4. Use referral language BEFORE, DURING AND AFTER every client interaction. Always remind your customers that referrals are the greatest compliment they can pay. Remind them how important your work is and that you are eager to help anyone they would refer. Remind clients to use you as a resource … someone who also loves to make good referrals to other area professionals.
5. Utilize your Facilitator. Everyone wins when a team is growing and/or is full. Facilitators are motivated to grow the group and help the group learn how to become referable to each other. Enlist your Facilitator to help get in touch with those other professionals you’ve targeted to visit. Some Facilitators will even cold call on business cards you give them (cards you found on display at local businesses). Do you have someone in mind who’s promised to visit your team once or twice, but has never shown up to the meeting? Sometimes a friendly phone introduction from your Facilitator is all it takes to help motivate this person to finally make it to a future meeting. Remember, public speaking is a common fear many professionals have, so just getting them to calm down to the idea of talking in front of a group can help. Share your prospective visitor contact information with the Facilitator and form a strategy for how they’ll be contacted.
Remember, the partnership between Members and Facilitators should be strong. Need additional referral generating ideas? Just ask your facilitator! They’re there to help and be leveraged. Together, we can Master The Art of Referring!
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Caerusnet Karma with Photographer Christina Kafkakis
Several years ago, while filling his car up with gasoline at the local Speedway in Howell, MI, Caerusnet founder and facilitator, Steven Zyskowski took notice when a van pulled up right next to his gas pump advertising the services of a photographer.Not one to shy away from turning strangers into friends, Zyskowski approached the person pumping gas into the van and said, “So, you’re a photographer?” The highly awarded photographer, Christina Kafkakis, shyly confirmed and Zyskowski continued, “Here’s my business card. I’m involved in a great business referral group in Brighton and we were just discussing our need to find a good photographer to pass all our referrals to. “
The funny thing about timing and karma, is that Christina actually was recently thinking to herself that she needed to get out there and network to grow her local business before this even happened. A couple weeks later, Christina visited a Caerusnet team in Brighton and instantly joined. Since then and years later, she’s been voted Team MVP twice!
How long have you been in your profession?
I started my photography business in 2009; in 2011, my focus became newborns and baby’s first year.How did you get into this field?
Like many other small business owners, my lifetime hobby forayed into a business. I have always loved photography; when I was young, I used to pretend to ‘develop’ photos in my own ‘darkroom’. I never realized that the purchase of my first DSLR camera in 2006 would change my life.

What is the best thing about your business/career?
The reason I started my business was to be able to create my own schedule. Then, I was a mother to two boys; now, I have four children under the age of 9. Owning my own business allows me to have schedule flexibility; and being a photographer is really the best job I have ever had. There is no other job in this world that has this superpower; to freeze time.What is it about the Caerusnet model that you like most?
As I mentioned, I’m a busy working mom, so I like that I don’t have to worry about facilitating the meetings!Any tips on learning how to find situations where you can create a referral or invite a visitor?
In my line of work, I am always speaking with people, and I like to help solve their problems. That’s one of the reasons why I like being a part of Caerusnet. My team is made up of professional business owners that I can speak with my clients about, without hesitation.
Tips on how to be successful in Caerusnet?
There are several things that work for me, but I’ll share my top three. My number one recommendation is to attend the meetings, because your team can’t refer to you if they don’t get to know you. Number two is to keep your eyes and ears open when you’re going about your normal daily activities; I often find referrals for my team through simple conversations. Number three is to give it time; this goes hand-in-hand with number one. When you’ve built a relationship with your team members, referring is easy to do.Christina Kafkakis is a Member of the Brighton Tuesday 8AM Caerusnet team.
Email: [email protected], (810) 522-8244.Story by Ava Zyskowski, Facilitator Plymouth/Canton Thursday 1PM referral team.
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Remember who told YOU about Caerusnet?
Last Thursday, the Plymouth/Canton 1PM team, which meets at the TCF Bank in Canton, had its first official meeting as new Caerusnet Members. It was a huge success and they deserve it!
This lively group of professionals had met for months as a core group, starting out with just two or three core team Members. Slowly and surely, over time, they added more like-minded professionals until they had 10+ Members. Once they achieved this core goal of growing to 10 Members, the team had an orientation meeting where they learned how the regular meetings were going to run and then last week, they passed 30 referrals at their first, official team meeting! Way to go, Plymouth/Canton!

The great thing about this team is that they’ve grown organically from within. Virtually every Member was referred to the group by one of its core Members. Rather than waiting for the world to find them, this team has been excellent at telling other professionals about the group and then urging them to visit. The Members who’ve joined and are now getting referrals are very grateful someone was looking out for them and told them about Caerusnet.Do you remember who told YOU about Caerusnet? Are you taking the baton and paying it forward by sharing Caerusnet with others? Referring other professionals to Caerusnet is an act of kindness that is deeply appreciated and remembered by the person you refer Caerusnet to.
In a closing note, the early results from the recent 2016 Caerusnet Member Survey have uncovered a very positive statistic. Virtually 100% of all Caerusnet Members (past and present) surveyed so far have said “YES” they would recommend Caerusnet to others!
Please consider sharing this post on your social media accounts to help spread the word. Caerusnet will always count on its Members to learn how develop a referral mindset and be advocates for the team they’re a part of. It’s the only way we will continue to grow around here!
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Sharpening Your Sales Story
by Ben Barber, College Planning Partners, Ann Arbor Thursday 1PM FacilitatorIn his book “New Sales. Simplified.,” sales coach and author Mike Weinberg offers key strategies for improving sales performance. Among the chief reasons salespeople fail at bringing in new business: failure to master “The Sales Story.”
Sales people fail to grab a prospect’s attention because they can’t “tell their story.” The sales story is our single most important weapon because we use it every day, all day long. We use talking points from our story when we are on the phone and trying to entice someone to meet with us. Bits and pieces of our story end up in our e-mails, voice mails, and presentations.
Think for a minute. What makes a story interesting or compelling?
Stories that pique our interest and garner our attention are those that draw us in. Wouldn’t you agree the stories that are most captivating are the ones where you can imagine yourself as part of the story, or perhaps feel jealous that you are not? The same applies when dealing with our sales story.
There are three critical sections, or building blocks, to a compelling sales story:
1) Client issues addressed:
- Customer pains we remove
- Client problems we solve
- Opportunities we help customers capture
- Results we achieve for client
2) Offerings
- A simple statement of what we do – the services, solutions, or products for which we bill our customers.
3) Differentiators
- Why and how are we better and different from other alternatives? Provides solid reasons as to why we are the best choice to address the client’s issues.
Think about your sales story, as related in your Member Minute. How well does yours cover these three critical elements?
Print off this blog post and break down your Member Minute and list each below (keep reading for examples):
Client Issues:Offerings:
Differentiators:
Take a moment and read through my original Member Minute before working on sharpening my Sales Story which talks mostly about what I do:
“I’m Ben Barber, owner and founder of College Planning Partners. We work with the parents of college bound students to develop customized plans for getting into and paying for college. One thing that sets us apart from our competitors is our ability to offer guaranteed tuition discounts to over 350 of the best private colleges and universities across the country. Nearly every family we work with qualifies for over $5,500 in discounts. Our college planning seminars are free and open to the public. You can find out more at www.MyCollegePlanningPartner.com”My new Sales Story has a HEADLINE which I say now for all my Member Minutes and carefully crafted TRANSITION statement. I then select one or two the CLIENT ISSUES, go into MY OFFERINGS and then specific DIFFERENTIATORS.
HEADLINE: College Planning Partners is a full service college search and funding advisor serving families in Ann Arbor and surrounding communities.
TRANSITION: Parents of college-bound students turn to us when they . . .
CLIENT ISSUES:
• Are confused by today’s convoluted financial aid system.
• Don’t know where to begin when faced with choosing among 3,000+ colleges and universities
• Feel frustrated with kids who seem unconcerned about their futures. They’re worried about their kids making the right choices.
• Overwhelmed by the paperwork associated with college testing, applications, financial aid and student loans.
• Struggling to manage cash flow and balance the college bill, retirement and everyday expenses on a limited budget. They’re worried about protecting their savings and investments.
• Are committed to finding the college that will be the best social, academic and financial fit for their kids, but they don’t have the time or the energy to learn everything there is to know about getting into and paying for college.OFFERINGS:
We help families tackle the challenges of getting into and paying for college using a range of customized, client-selected strategies that reduce out-of-pocket costs while positioning students for college and career success.(Get more specific? – funding plans, and student services such as test prep, essay coaching, application assistance, college search and financial aid paperwork).
DIFFERENTIATORS:
We offer a comprehensive service that families can customize to fit their needs, time and budget.We provide a team of specialized coaches who work one-on-one with you and your student . . . don’t just toss them into an automated, one-size-fits all system.
One thing that sets us apart from our competitors is our ability to offer guaranteed tuition discounts to over 350 of the best private colleges and universities across the country. Nearly every family we work with qualifies for over $5,500 in discounts.
Remember, your Sales Story is your single most important weapon in your effort to help your Caerusnet marketing team make referrals to you! Happy sharpening!
Contributed by Ben Barber, Ann Arbor, MI Facilitator, ben@mycollegeplanningpartners, www.mycollegeplanningpartner.com,(312) 203-4829 . Adapted from “NEW SALES. SIMPLIFIED.” by Mike Weinberg. Copyright © 2013 by Mike Weinberg. Published by AMACOM Books, a division of American Management Association, New York, NY.





