Episode 683: One Tool for Hundreds of Referrals /第683集 一個工具就能帶來幾百個引薦人
第683集 一個工具就能帶來幾百個引薦人
- 經常與你的BNI分會的其他成員安排一對一的活動。
- 在每次一對一的時候,打開你的預約簿/日曆應用,盡可能詳細地描述你接下來的10次會議。
- 對於每一次約會,問其他BNI成員:"在這種情況下,我在尋找什麼?我在聽什麼,會告訴我這些人可能是你的好引薦?如果我看到了,我該怎麼說或怎麼做?"
- 在約會之前,寫下與你見面的每個BNI成員的答案。在會前查看名單。
- 在約見時,觀察和傾聽名單上的提示。當有一個人出現時,使用建議的語言進行引薦。

第683集完整版
Priscilla: 大家好,歡迎回到BNI官方播客。我是Priscilla Rice,現在從加州伯克利的Live Oak錄音室為您播報。我今天在電話中加入的是BNI的創始人和首席願景官,Dr. Ivan Misner。你好,Ivan 你今天怎麼樣?
Ivan: 我很好,Priscilla,我有一個好朋友是我們的播客, Tim Roberts。Tim是BNI新罕布什爾州,佛羅里達州中部和佛羅里達州東北部的執行董事,他監督著超過105個分會和2400多名會員。 Tim在BNI工作了19年多,從成員到領導團隊,大使,董事顧問董事總經理,執行董事,他一直是BNI美國的全國總監,Tim曾在創始人圈,執行委員會任職,也是美國特許經營顧問委員會的創始主席。 Tim,很高興您能來到BNI播客。謝謝您今天的到來。
Episode 683: One Tool for Hundreds of Referrals
Synopsis
Tim Roberts, BNI Executive Director for Central Florida, Florida Northeast, and New Hampshire joins Dr. Misner on the podcast this week to explain why your appointment book is the best referral-generating tool you have as a BNI member.
Here’s how you can use your appointment book (or app) to capture opportunity that already exists.
- Schedule frequent One-to-Ones with other members of your BNI chapter.
- At each One-to-One, open your appointment book/calendar app and describe the next 10 meetings you’re having in as much detail as possible.
- For each of these appointments, ask the other BNI member, “In that exact scenario, what am I looking for? What am I listening for that would tell me that these people might be a good referral for you? And if I see it, what do I say or do?”
- Write down the answers for each BNI member you meet with before that appointment. Review the list just before the appointment.
- While at the appointment, watch and listen for the cues on your list. When one comes up, use the suggested language to make a referral.
Tim aimed at having five One-to-Ones each week. As a salesperson, he had many meetings each week. Following this method resulted in 2-3 referrals to members of his chapter every week. Better yet, they started to use the same method, increasing their referrals to him.

Complete Transcript of Episode 683
Priscilla:
Hello, everybody, and welcome back to The Official BNI Podcast. I’m Priscilla Rice and I’m coming to you from Live Oak Recording Studio in Berkeley, California. And I’m joined on the phone today by the Founder and the Chief Visionary Officer of BNI, Dr. Ivan Misner. Hello, Ivan. How are you today?
Ivan:
I am doing fantastic, Priscilla, and I have a good friend who is on our podcast with us, Tim Roberts. Tim is the Executive Director for BNI New Hampshire, Florida Central, and Florida Northeast, and he oversees over 105 chapters and over 2400 members. Tim has been in BNI for over 19 years and has been in every role from member to leadership team member, Ambassador, Director Consultant Managing Director, Executive Director, and he has been the National Director for BNI U.S. Tim has served on the Founder Circle, the Executive Council, and was the founding President of the USA Franchise Advisory Council. Tim, it is great to have you on BNI podcast. Thanks for being here today.
Tim:
Thank you for having me. My pleasure.
Ivan:
It’s really my pleasure to have you here. And you’ve got a topic that I absolutely love, the One Tool for Hundreds of Referrals. So, talk to everyone about this concept you’ve got.
Tim:
Yeah, it’s an amazing tool that goes, you know, it predates any technology. But now it’s just even more convenient to have. And it’s actually our appointment book. I talk to a lot of people about doing One-to-Ones and why we want to do them consistently. And I talk about when I was a member, one of the things I learned was that you needed to do a lot. And I ended up actually doing one a day. So I tried to shoot for five a week. And you know, a lot of people would look at me crazy – and why would you do that?
Ivan:
(Chuckling) You’re an animal. That’s amazing.
Tim:
And whenever I’m doing a training, I could see it in their eyes. I’m like, I know you think I’m crazy. You’re probably right, if they weren’t productive. And I said, but there’s one tool that I have, that you all have, that I bet you’re probably not fully utilizing. And I’ll ask them what they think that is. And they’ll talk about the worksheets and all that. And I said no, it’s actually your appointment book. And why would you think your appointment book would be so valuable? And the number one comment always is, “Oh, to book the next One-to-One”, which is true. But I said no, it’s about capturing the opportunity that already exists. I think one of the challenges our members face is anxiety around finding referrals for other people, right? It’s about I have to create these opportunities, I’ve got to go find opportunities. And the truth is you have opportunities every day, you’re just not well prepared to see them. And we don’t prepare our other members to see them.
So what I would do, is I would actually open my appointment book, and I sold life insurance so I couldn’t give names. But I would describe to my members, I’d say here, here are the next 10 places I’m going to be and people I’m going to meet. Now, I’d say, I’m going to meet this newly married couple and I’m going to meet them at their house. I’m going to meet this business owner, I’m meeting him at his office. I’m going to meet this couple, I’m meeting them at this restaurant. I would describe the who and the where. And for each one, I would ask them, “Tell me in that exact scenario, what am I looking for? What am I listening for that would tell me that these people might be a good referral for you? And if I see it, what do I say or do?”
And I would just have a yellow pad of paper, I would take notes for each one. So when I went to a client meeting, I would have five things that I was looking for and listening for, right, because I had done five One-to-Ones. And I would just review that before I went to the meeting, I’d go into my meeting, have a normal meeting. And wouldn’t you know it, more often than before, those things tended to pop up. And I was prepared for that opportunity. My success rate was 5%. So 5% of the time, somebody actually said it or I saw it. And when I saw it, what I said worked, so 5% of the time, it would create a referral, which when you look at it, I was doing five One-to-Ones a week. I was giving everybody 10 opportunities per One-to-One, that was 50 opportunities for me to find a referral for somebody based on where I was already going. And my 5% success rate created two to three referrals every week, just from that activity.
Ivan:
Let’s repeat that. Two to three referrals every week.
Tim:
Every week. Yeah. And the best thing was, once I started doing it for members, I’d like say, here’s where I’m going, they quickly started doing the same. Well, here’s where I’m going. And so I looked at it as, why did I do five One-to-Ones a week? Because for each one, I was, on average, getting 10 opportunities where I knew where my fellow member was going, I knew who they were meeting with, and I prepared them for that exact situation. It doesn’t even have to be client meetings, right? It could be you’re going to a family party or you’re going to dinner with friends, I would prepare them for that exact moment. So I was giving myself 50 opportunities a week for somebody to find me a referral where I knew where they were, and I trained them for that moment. And same success rate, about 5%. So I failed 95% of the time, but I was getting two to three referrals every week from it.
Ivan:
That’s amazing. And, you know, doing the One-to-Ones with people, I think are so incredibly important. We’ve got hard data on, you know, meeting with people and doing One-to-Ones. If you go to episode number 570, there is a great episode that was a college survey that was done in Europe. And it showed quite clearly, the people who did four One-to-Ones a month, not five a week – that’s really amazing. But just for a month versus one a month, you would both give and receive twice as many referrals. Give twice as many referrals and receive twice as many referrals. So there’s hard data to show that what you’re talking about, Tim, is absolutely correct.
Tim:
Yeah, it’s just about preparing for the opportunities. And Weekly Presentations are important. But I always said, you know, you could try to train people, 30 people, a minute at a time with a week off in between each training, or spend an hour with somebody and really train them for that. And it took me a while, I always tell the story, you read my bio. And it’s still amazing to hear considering I wanted to quit my first year in BNI because I didn’t get anything out of it, because I was doing so many things wrong. But fortunately, my father had bought the franchise, and quitting wasn’t an option. And it forces you to learn, and you know, it started with doing One-to-Ones differently. And there’s a whole story behind that, too. But it opened up my eyes to what is the purpose here, it’s about really, again, I want to find you referrals. But it’s not going to be completely reliant on me creating new opportunities, just being better prepared for the opportunities that already exist, which took a lot of pressure off of me.
And then it was just the reticular activator exercise, right, that if I reviewed, hey, look for these things, suddenly I started seeing these things more than just kind of winging it, for lack of a better term. And then the math just started adding up. I’m a big believer in the, you know, I tried to do them every day during lunch, because I found myself before, in my first year in sales in the lunchroom, in my office with really unsuccessful reps or the assistants of really successful reps, and everybody seemed to be complaining. I realized, like, this isn’t the room I want to be in. So, I started doing all my One-to-Ones during lunch. Keith Ferrazzi, who we had speak at a national convention years ago about that never eat lunch alone theory, and that’s what I did. And I just started filling it in; and, you know, my chapter was 26 or 27 members, so I met with every member close to each month. But I did that because it was a new 10 opportunities every time. And so I wanted to get in front of as many people as I could.
Ivan:
Let me ask you a question. In addition to doing the G.A.I.N.S. exchange, how do you do your One-to-Ones? Is there any particular format you use other than the G.A.I.N.S. exchange?
Tim:
We use a few other worksheets on top of that, that we train in our regions, the BIO sheet because again, those are relationship building, things to really understand – what are people’s interests, you know, the whole idea of the Platinum Rule and finding out what people’s passions are and burning desires are. We use the Last 10 Customers worksheet, which is kind of in reverse of what I was doing, right, to look back at who are your last 10 customers that you met with, because you’re probably in recent connection with them. So it’s easy to go back and say, “Hey, I’ve been thinking about you” or “I met somebody I think could help you.” That’s instead of somebody you haven’t talked to in a long time. So there’s about five worksheets that we would use for that. And again, I wouldn’t do this on my first One-to-One ever with somebody. I wouldn’t open up my appointment book, there’s still that – you’ve got to build the trust, got to build the credibility with them.
Ivan:
Right.
Tim:
But as you’re doing it more, then each One-to-One just gets more and more effective. Right? I don’t need to go over your Bio sheet every single time; we can really dive into, “All right, where are you going? Who are you meeting?” And I would just make a goal to try to make an impact. That’s our theme for our region this year, we stole it from a conference we did while I was National Director, The Impact of One. I want to make an impact. So I wanted to meet with you, I wanted to give you these opportunities. And if they didn’t work, if you were part of the part that none of my 10 opportunities worked out for you, at our next BNI meeting, I’d grab you and say “Here’s my next 10.” And I would just keep doing that until I found you something.
Ivan:
Yeah.
Tim:
And it’s amazing how much that will go around.
Ivan:
Now you dropped a phrase that I think I want to go back on, the Platinum Rule, which is Tony Alessandra’s rule. And for those people who don’t know what the Platinum Rule is, do you want to explain it?
Tim:
Yeah, we all grew up getting taught, I’ve got little kids I’m teaching them now, the Golden Rule—treat others how you want to be treated. But the Platinum Rule is to treat others how THEY want to, right? So when you think about making an impact on how you thank them or something like that, really understanding what their desires are, what their interests are, you know, if you can thank somebody with a gift that ties with their interests, not your interests, it’s going to be far more impactful, far more memorable, and help develop that relationship.
Ivan:
Yeah, that is so true. And Tony and I and Dawn Lyons wrote about that in a book, Room Full of Referrals, particularly with thank-yous. So if you have a chance, take a look at that book, Room Full of Referrals. And we talk about Tony’s Platinum Rule concept, treat people the way they want to be treated. That’s really important with referrals, no doubt about it.
Tim:
Yeah. And for just relationships in general, I think we can really start thinking about what others are thinking, it’s really important, especially now, in today’s world, I’ve been preaching a lot of patience with everything going on, everybody has different stances, and try to understand where other people are coming from not just where you are.
Ivan:
Yeah, so true. Any last thoughts on this topic, Tim?
Tim:
I would just tell people that, you know, if we’re here to really generate referrals, look for the activities that are proactively going to help you achieve that. That’s what I was trying to do, right? We can do weekly presentations, and we can do One-to-Ones, but if we’re not proactively trying to take advantage of what we’re doing the rest of our days and what that can equate to, we’re really relying on a lot of luck. And if we want to be successful, we can’t really rely on luck. And that’s the thing I tried to change, and it seemed to work well.
Ivan:
And I think it’s important to go into this with the right mindset, you’re not doing this for BNI, you’re doing this for you, for your referrals, for you to help other people by giving them referrals, and for them to help you in getting referrals. So this is all about your marketing time, using BNI as a vehicle to help achieve referral development. Yes?
Tim:
Yeah, exactly right, exactly right.
Ivan:
Well, Tim, thank you so much for being on BNI podcast. Tim Roberts, you have been, correct me if I’m wrong, the number one or number two region in the United States for the last two years. Is that accurate? Has it been longer?
Tim:
That is true. And as of this morning, we still are ranked number one again.
Ivan:
Number one.
Tim:
So that streak is still alive.
Ivan:
So listen to what this man is telling you. He’s the top region in the country in the United States, one of the better regions in the world. He’s got some great advice here. Tim, thanks for being on BNI podcast.
Tim:
Thanks for having me.
Ivan:
Over to you, Priscilla.
Priscilla:
Okay, great. That was so interesting. I don’t think I’ve heard that before, Tim. That’s really unusual, and very good information.
Tim:
Oh, my pleasure. Thank you.
Priscilla:
Yeah, okay. Well, I think that’s it for this week. The sponsor for this podcast is Ivan’s Inner Circle. So go check out the great content available at www.IvansInnerCircle.com. Ivan has assembled a large variety of interesting topics for you to learn about and also participate in. Thank you so much for listening. This is Priscilla Rice, and we look forward to having you join us again next week for another exciting episode of The Official BNI Podcast.
https://www.bnipodcast.com/2020/11/25/episode-683-one-tool-for-hundreds-of-referrals/
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