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Example of a Qualified Referral

A qualified referral is often defined by whether the person needing the services is expecting a call from a Member of the Chapter.

This is very important to stress to the new members. Many are so excited to be a member and they want to pass so many tips, but sometimes this can backfire. There is no easier way to cement a relationship than by doing business with someone in the group, and there is no easier way to destroy a relationship than by passing a bogus referral.

It is important to know the difference between qualified and non-qualified tips. If XYZ company has a grand opening sign in front, is this a qualified tip? Only if the member has personally spoken to Ms. Decision Maker of XYZ company and she has indicated that she wants to do business with someone in the group or is willing to take a call on the matter at hand.

This Salem Chapter generates over 6 Million Dollars in business passed between members
- EVERY YEAR!
See Year-2-Date Dollars Passed Column on this report for current dollar value.

Inside Referral - A Member wishes to use services of another member within the same chapter.

Outside Referral - A Non-Member wishes to use another Member's services.

Not-A-Tip - A Member hands out your bsuiness card, but the person is NOT expecting a call and they may wish to call the member.

 
The Referral Form is in Triplicate Carbon Copy:

White Copy - To The Member Receiving The Referral 
Yellow Copy - To Referral Master (for tracking purposes)
Pink Copy - To Keep For Your Records
 

 
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