Leave a Message

Thank you for your message. We will be in touch with you shortly.

Explore Our Properties
Background Image

Why Work by Referral?

Increase referral quality and deepen relationships.
Joseph Diosana  |  October 7, 2025

Purpose

  • Increase quality of referral

  • Deepen relationships through appreciation

  • Longer lasting memory of your impact

Meeting Place: 7AM-8:30AM 3rd Thursday of Even Months (February, April, June, August, October, December)
Egg & I, Bunker Hill & Katy Freeway
 

Upcoming Dates

  • October 15, 2015

  • December 17, 2015

February: [Session 1] Main Focus

  • Who you are?

  • Initiatives: What are your big initiatives (next 60-90 days)

  • Reticular Activator: How would you like to be referred? Who is your ideal client?

  • Do you have any coupons? Samples?

  • Notes:

    • 01: Seven Major Threats

    • 02: The Core Fundamentals

    • 03: Three Hats – In Your Business

    • 04: Three Hats – You Wear

    • 05: Rainmaker

    • 06: Word of Mouth versus Working By Referral

    • 07: Assembling Your Database

  • Working By Referral Notes Template

April: [Session 2] Main Focus

  • Have you prioritized your database (A+, A, B, C, D)? Demographic map

  • Hidden Sources of Wealth

    • Joe’s version

    • Blank Template (Non-Realtor)

    • Blank Template (Realtor)

  • Notes:

    • 08: Action Steps

    • 09: Core Habits

    • 10: Target Market

    • 11: Contact, Care, Community

    • 12: Contact Systems

  • Working By Referral Notes Template

June: [Session 3] Main Focus

  • How many clients (past/current) do you have? How many partners do you work with in the past

  • Hidden Sources of Wealth

    • Joe’s version

    • Blank Template (Non-Realtor)

    • Blank Template (Realtor)

  •  Notes:

    • 08: Action Steps

    • 09: Core Habits

    • 10: Target Market

    • 11: Contact, Care, Community

    • 12: Contact Systems

  • Working By Referral Notes Template

  • Bonus: Quantum Leap, Peak Experience 2015

August: [Session 4] Main Focus

  • Attitude of a Peak Producer

    • The Attitude of a Peak Producer

    • Top Tips to Maintain a Peak State

  • Working By Referral Notes Template

October: [Session 5] Main Focus

  • Manage Your Time and Productivity

    • How to Function as a Peak Producer

    • Manage Your Time

    • Manage Your Month

    • Manage Your Week

    • Manage Your Day

    • Manage Your Energy

    • The Energy Equation

    • Energy Givers and Sustainers

  • Working By Referral Notes Template

December: [Session 6] Main Focus

  • Setting S.M.A.R.T. Goals

    • Symptoms of Agents Without Goals

    • The Five Circles

    • 10-Day Peak Producer Goals

  • Working By Referral Notes Template

Benefits to You

  • Direct impact of referral, chain of events: 10-20 companies/people

  • Continuous follow up

  • Continuous feedback

Notes:
 
  • 01: Seven Major Threats
  • 02: The Core Fundamentals
  • 03: Three Hats – In Your Business
  • 04: Three Hats – You Wear
  • 05: Rainmaker
  • 06: Word of Mouth versus Working By Referral
  • 07: Assembling Your Database
  • 08: Action Steps
  • 09: Core Habits
  • 10: Target Market
  • 11: Contact, Care, Community
  • 12: Contact Systems

Resources

  • Working By Referral Notes Template
  • Hidden Sources Of Wealth
    • Blank Template (Non-Realtor)
    • Blank Template (Realtor)
    • By Diosana Properties Group: click here

Schedule

Next business mixer
 
Client Appreciation Party invitation
 
Disclaimer: All sources are from Buffini & Company and are used for instructional purposes only. It is highly recommended to get the full benefits by signing up for a Peak Producers series in your area. Please contact buffiniandcompany at (800) 945-3485.

Follow Us On Instagram