Page 162 - Schooley Mitchell Marketing Manual
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SCHOOLEY MITCHELL
MARKETING MANUAL
Networking
Contact Spheres
Build the Contact Spheres To Increase Your Referral Sources
Collaborate for this one!
Identify two other members you would like to work with for this strategy.
1) Allocate each BNI member to a Contact Sphere using the Schooley Mitchell Contact Sphere Forms.
2) Identify missing Sphere members. Start with our own sphere – Professional and Business Services
a. Accountant
b. Lawyer
c. Banker
d. Mortgage Broker
e. Commercial Real Estate f. Commercial Insurance g. Financial Planner
h. Stock Broker
i. Management Consultant j. IT Company
k. Tax Consultant
l. Sales Coach
m. Training Consultant
n. NFIB/CFIB Sales
o. HR Consultant
p. Other Consultants
q. Other
3) Example - If there is no accountant in your group, ask your own accountant to join if appropriate.
4) Otherwise, ask one of your collaborative members in a one-to-one discussion if they think their accountant might be the right type for the group. It would be an accountant that might have sev- eral hundred small and medium business clients. Collaborate with the other member to discuss the merits of the BNI with that accountant, or another one you identify together – hold the discussion together if possible – even better over lunch. Seek out an accountant until you find one together.
5) Communicate the vision of a vibrant, helpful, long-term, professional club. Communicate the vision of what you can build together to benefit everyone. If you don’t believe it yourself, you will never convince anyone (“How great could this be if...”)
  Manual Revised: April 3 2025 Confidential
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