Guides
For networking-group leaders and members, and anyone looking for a professional they can trust.
Running a networking group
How to Run a Weekly Networking Meeting (Sample Agenda)
A sample 90-minute agenda for a weekly referral networking meeting, with tips for introductions, the featured speaker, guests and passing referrals.
Meeting Check-In: QR Codes vs. Paper Sign-In Sheets
How networking groups take attendance, the trouble with paper sign-in sheets, and how QR check-in works for members and guests.
How to Start a Referral Networking Group (or a New Chapter)
A practical plan for launching a referral networking group: founding members, the one-per-category rule, a meeting format, and the tools to keep it running.
How to Track Referrals in a Networking Group (Without a Spreadsheet)
Why spreadsheets and paper slips stop working as a chapter grows, what to track for every referral, and how to make tracking take seconds instead of minutes.
Referral basics
How Referral Networking Grows a Small Business
Why referrals are the most trusted way for a small business to grow, and how a referral networking group turns a few relationships into steady new clients.
Referral Networking for Accountants, CPAs and Bookkeepers
Why accountants and bookkeepers are some of the most valuable members of a referral networking group, who refers to them, and how to make a group work for a practice.
Referral Networking for Contractors and Home Service Businesses
How general contractors, HVAC companies, plumbers, electricians and other home services grow through referral networking groups, and what to look for in one.
Referral Networking for Attorneys and Law Firms
How attorneys build a practice through referral networking groups, which professionals refer legal work, and how to take part while respecting professional rules.
What Is a Qualified Referral? Examples for Networking Groups
The difference between a name and a qualified referral, with examples, and a simple checklist members can use before they pass one.
Hiring a trusted pro
How to Find a Good Lawyer You Can Trust
How to choose the right attorney for your situation, the questions to ask in a first meeting, and why referrals are the best way to find one.
How to Find a Trusted Accountant: What to Ask and Where to Look
What to look for when hiring an accountant or CPA for your business or household, the questions to ask, and why a referral from someone you trust is the best place to start.
How to Hire a Contractor for Home Projects
Steps to hiring a reliable contractor for a home project: getting quotes, checking licenses and insurance, contracts and payments, and finding one through referrals.
Questions to Ask a Cleaning Company Before You Hire Them
Seven questions to ask any home or office cleaning company before you let them in, and why a recommendation from someone you trust matters.