This is the last of the reading sections where we will be covering just a few final items.

Section 4: Wrap-Up & Review

You can download important documents you will need for MSF from www.msfweb.com on the Members Only page (the login is “123”). The website is also a great resource for Chapter info, info on members in your chapter beyond what is included in the Chapter’s newsletter, a link to pay and set up reoccurring payments online, and much more.

Section 4: Website

Do not wait until your meeting to give your chapter member the referral, please give them the referral as quickly as possible once you realize you have a referral for them. Typically, you would want to call and email them the referral along with all of the referrals contact information. It is important to properly track all of these items: referrals, interviews, closed business, social media posts & visitors. Fill out a separate slip for each referral, each thank you for closed business, each outside interview, all your social media posts go on the same slip, but that is the only category that will have more than one on the slip. Detailed instructions are next on how to fill out the slips.
Complete one tracking slip for each item, each referral, each thank you for closed business, apart from SMP (social media posts) that is just one total number for all the posts you made.

Section 4: Tracking Slip
(Note: This will also be in your training manual for reference)
1.The date of your meeting
2.Your name ALWAYS goes in the from column 100% of the time & always needs to be filled in
3.This is only if you are giving someone a referral, this is the name of the MSF member you are referring someone to
4.This is the name of the potential client you are referring
5.This is the phone number of the referral – Or if you already gave it to the MSF member you can write in you have this or already in contact
6.This is the email address of the referral or notes about the referral
7.This is the name of the person you are thanking for closed business
8.This is the total dollar amount of closed business, total commission for Real Estate Industry, annual premium for any insurance
9.This is the name of the MSF member you did a one on one interview with
10.This is the name of the visitor who attended your chapter meeting, invited by you.
11.This is the total number of social media posts you posted this week on behalf of your fellow MSF members
12.This is an area for any notes you want to give the person you referred to

Section 4: Tracking Slip How-To

The winner of the door prize is who the referral slip is from, item #2, unless it is a TY$, if the slip is a Thank you $ then the door prize goes to whoever is being thanked for closed business, so whoever’s name is on item #7.

Section 4: Tracking Slip Additional Notes

It is important to grow your Chapter by bringing a visitor, in a category not filled in your chapter, to a minimum of your first three meetings and continue bringing them. This helps you by bringing more members to your sales force, this helps others in your Chapter by doing the same, and it helps the visiting professional by expanding their networking opportunities, everyone wins!
Your training manual contains two scripts to help invite visitors (one for visitors you know and one for visitors you don’t know) and directions on how to use them. It is a great idea to buy them to breakfast so that you can chat and let them know that you belong to a group of professionals that are looking for their profession to pass business to. If they like statistics, you might spark interest by grabbing some numbers from your newsletter to let them know how much business has been passed between members.

Section 4: Inviting Visitors