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The Official BNI Podcast

Episode 881: The Customer Care Checklist

Oct 9, 2024
Join Julian Lewis, a portfolio entrepreneur and award-winning BNI executive director from the UK, as he shares valuable strategies for enhancing customer care. Discover how a tailored Customer Care Checklist can significantly boost referral success in networking. Lewis highlights the importance of customization and effective questioning to strengthen client relationships. Listen to compelling success stories demonstrating personalized client engagement and the competitive edge it can provide in generating referrals.
12:18

Episode guests

Podcast summary created with Snipd AI

Quick takeaways

  • Utilizing the Customer Care Checklist enables BNI members to proactively engage clients, fostering stronger relationships and increasing referral opportunities.
  • Tailoring questions in the checklist to align with specific business needs allows members to maintain authenticity while enhancing their referral generation efforts.

Deep dives

The Customer Care Checklist's Effectiveness

The Customer Care Checklist is a strategy designed to enhance referral generation within business networks. A notable example is a BNI member who achieved 69 referrals in just two months by effectively utilizing this checklist, averaging 8.6 referrals per meeting. This approach allows members to proactively engage with clients and discover their needs, which in turn cultivates stronger relationships and increases referral opportunities. By tailoring the checklist to their specific business context, members can ensure they are asking relevant questions that resonate with their clientele.

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