Instructions for Chapter Use
What is the Recruitment Analyzer?
This G7 resource is a group exercise to help chapters get strategic about a) focusing their recruitment efforts, and b) supporting each other’s businesses. Let’s get started!
Instructions for Individuals:
Step by Step:
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Each member (or guest) completes the INDIVIDUAL WORKSHEET.
- Review the full list of categories. Circle ALL relevant categories you currently or would like to get referrals.
- Write your top referral sources under the “My Top 5” column.
- NOTE: If there's a specific industry that benefits you but is not on the list, please write them in.
- For each category, write down 2 personal colleagues, whether in or outside of your chapter.
Chapter Leaders:
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Each member fills out their own Recruitment Analyzer.
- Go around the room & share your individual "My Top 5" referral categories by writing them on page 2 of this downloadable PDF.
- Using their own summary sheet, each member records those categories (not the associate names), so that everyone is tracking with each other’s referral sources.
At your next chapter event, use its recommendations to build out an action-driven plan for recruiting & sharing new business.
PRO TIPS:
- As chapters change, so do your networking targets. For best results, do the Recruitment Analyzer with each +4 member increase OR every 6 months.
- Save time @ your chapter event. Ask your members to complete the individual worksheet prior to your chapter event.