Past Meetup

4 Easy Steps To Profitable Client Referrals @the June CBO Referral Group Meeting

This Meetup is past

41 people went

Location image of event venue


Welcome to the monthly referral group meeting of the Charlotte Business

Owners. First come, First serve per meeting for attendees PER INDUSTRY.

To officially attend a this referral meeting, it requires that you RSVP and PAY FOR IT by selecting from one of the options below. That LOCKS you in for your industry.


Current list of PAID attendees... as of 6:58am, June 15th, 2016

* Jimmy Zuelsdorf- Non-fee based financial planning

* Kelly Jesson- Business law attorney

* Melinda Dale- Sendout Cards

* Janet Carothers- Interior Decorator

* Renee Beauvais Jones- Graphic Designer

* Rod Potter- LinkedIn Training/Coaching

* Charles Bourgeois- Home Insurance

* Karen Martin- Human Resources

* Kellie Hedrick- Consulting Environmental Engineer

* Steven Edwards- Real estate agent- Listing agent

* Karen Cynowa- Real estate agent- Buyer agent

* Belinda Bennett- Notary w/ Credit Building

* Leo Theriault- Fee based financial planning

* J Catherine Halford- Integrative Healing

* Art Versnick- Legal Shield

* Pamela Secrest- Commercial Insurance

* Rochelle Togo-Figa- Public speaking teacher

* Mariellen Auer- Graphic Designer

* Patrick Twiest-

* Andrea Buschur- Recruiting Manager


This month's speaker:

Deborah Frye- 4 Easy Steps To Profitable Client Referrals

1-Marketing that's focused like a laser beam.

2- How to get attention without Spending A Dime.

3-How to fish where the fish are.

4-Your budget and your ideal clients4-

5- How to pull it all together.

6- Example referral process

7- Questions & Answers


Because of the size of some industries, there is an exception for multiple people from each from each of these industries. Please indicate your particular niche. The current recognized industries include the following...

1. Insurance (ie. Obamacare, life, health, commercial, etc.)

2. Real Estate ( ie. 1st time home buyer, foreclosure, new construction, commercial, etc.)

3. Payroll- ( ie. # of employees, profit/non-profit,company type, HR, Taxes, etc.)

4. Financial Planning- 2 options ( Fee based or non-fee based).

5. Attorney- (Real Estate, etc.)


If you have paid to attend and you see someone else from your industry coming to this meeting, please let me know asap. I will let them know that your industry is accounted for.

You are cordially invited to the join the Charlotte Business Owners group! Membership comes with monthly meetings and tons of great benefits.

If you would like to become a member, you can pay for membership by CLICKING HERE (



Option #1- CBO member if pre-paid and RSVP'ed is $5 per meeting. This option is no longer available for this meeting. Please pay at the door.

Option #2- Non CBO member, pre-paid & RSVP'ed is $16 per meeting. This option is no longer available for this meeting. Please pay at the door.

Option #3- CBO member or Non-member, PAY AT THE DOOR is $20 per meeting.

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* First come first serve basis for industries: 1 industry PER MEETING but will be locked in by the first person to rsvp and pay for the meeting. (The best strategy is to rsvp and pay early as you can. )

* Anyone can attend (member & non-member). Much better value to become a CBO member and also be a part of this group.

* Everyone will pay a fee per meeting, with lower fee's for CBO members and grandfathered referral group members.

This monthly event is a way to exchange referrals & leads and is open to members and non-members.


What is it?

Conventional ways in which to ask for referrals.

Each meeting will be a REFERRAL MASTERMIND where we will...

* Exchange leads/referrals
* Share referral success stories
* Provide "best practices" on how to get referrals.
* Have guest speakers.

* And much more!

What to do?

a) RSVP for this meeting by clicking the RSVP button above.

b) Pre-pay by clicking one of payment (click here) options above.

c) Look at the other attendees to verify that your industry is not currently represented. The earlier you sign up the better to lock in your spot.

Please feel free to contact Rod Potter with any questions at [masked] or by phone at [masked].

With regards,

Rod Potter

Owner @ Otb Video Marketing-

LinkedIn Trainer & Consultant-

Founder @ Charlotte Business Owners at

Founder @ LinkedIn Charotte at

Founder @ Charlotte New In Town at