Rich has brought this room together around something that matters: people learning who they can trust. My part is to give you ideas you can put to work after you leave.
In Be worth referring, we talked about the standard behind an introduction. We connected five beliefs to five lessons: make your work clear, protect the handoff, stay remembered, understand your numbers, and follow through.
Today I want to stay with that last part.
A good conversation gives you a beginning. What happens afterward determines whether it becomes useful. Somebody has to remember the need. Somebody has to make the introduction. Somebody has to answer. Then somebody has to finish the next step.
That is the business between meetings. It is where the value of this room has a chance to become real.
TNA EDUCATION · 2 / 8
Make the need easy to recognize
We have people here whose work touches homes, local businesses, money, services, and the way people present themselves. That creates opportunities for introductions. It also creates a responsibility to be clear.
“I can help anybody” leaves the room with a difficult assignment. We have to remember everything you do and recognize the right moment for you.
Give us a situation we can recognize instead.
For a moving business, that might be a family with a confirmed moving date who needs help planning the move. For a marketing business, it might be an owner whose customers cannot find accurate information online. For a contractor, it might be a homeowner with a defined project who is ready to discuss scope and timing.
The situation matters. The timing matters. Your capacity matters.
Make your request specific enough that somebody can hear a normal conversation tomorrow and remember your name.
TNA EDUCATION · 3 / 8
Permission. Context. Next step.
Here is a fictional example.
A client tells you they are preparing a home for a move. They need help removing unwanted items before a moving company can do its work. You know someone who handles that kind of job.
The first step is permission. You ask whether the client wants an introduction and which contact information they want shared.
Then you give the professional useful context. The client is preparing to move. They need help with a defined job. Their timing is clear. They have agreed to the introduction.
The receiving professional can then say whether the work fits and when they can make contact. If it does not fit, they can say so promptly.
Now everyone knows what happens next. The client knows who may contact them. The professional understands the need. The person making the introduction knows it reached the right place.
Permission. Context. Next step. Three simple things that make an introduction easier to act on.
TNA EDUCATION · 4 / 8
Your name travels with it
When I refer someone, I am attaching my judgment to the introduction. I am saying I believe this person deserves your attention.
The way you respond tells both people whether that judgment was sound.
An acknowledgment can be short: “Thank you. I have the details. I can contact them tomorrow afternoon.” If you cannot help, say that while the person still has time to find another option.
Then close the loop. “We connected.” “We have a next step.” “The timing does not work right now.” Those simple updates let the person who referred you stop wondering.
You do not need to share private details about the client or the transaction. You do need to show that you took care of the introduction.
Responsiveness is something people can observe. Follow-through gives them a reason to trust you again.
TNA EDUCATION · 5 / 8
Small actions. Visible numbers.
Let us put a simple illustration behind the work. These are invented numbers, not a forecast for this room.
Suppose an additional completed job leaves five hundred dollars after its direct costs, before fixed overhead and taxes. Four additional jobs would contribute two thousand dollars.
If one in four qualified opportunities becomes a job, that example would require sixteen qualified opportunities to produce four jobs on average. Over four weeks, that is four opportunities a week.
Your numbers may be very different. Some work takes months. Some jobs are smaller. Some introductions never become business.
The point is to understand the relationship between the outcome you want and the activity that might produce it. Measure your own conversion, costs, capacity, and timing. Then improve the part that needs work.
Count the introductions you acknowledged, the conversations you completed, and the next steps you finished. Those give you something concrete to manage.
TNA EDUCATION · 6 / 8
Three people. One introduction. One follow-up.
This is why our three, one, one rule is useful.
Save three people whose work you want to understand. Make one warm introduction when there is a real fit and permission. Book one follow-up.
The follow-up can be a short conversation where you learn what a good client looks like for the other person. Find out what they handle well, what they do not handle, and the best way to introduce someone.
Then write down the next action while it is clear.
Keep that habit small enough to repeat. A calendar entry can help. A note can help. A system can help. The tool earns its place when it makes the action easier to finish.
The standard stays the same: know who is responsible and what they agreed to do next.
TNA EDUCATION · 7 / 8
One useful move each week
That is also the purpose I want our education to serve between meetings.
One useful idea each week. A short example. One action you can put to work. Sometimes it will be about making your offer clearer. Sometimes it will be about following up, understanding your numbers, or learning another member's work.
If we discuss a tool or a service, it should solve a problem we can name. The reason to recommend it should be clear. Any paid relationship should be clear too.
We can build useful resources around the work people actually do in this room. The test is whether they help someone make a better decision or finish something that matters.
TNA EDUCATION · 8 / 8
Finish the introduction
The five lessons are still there for you to use. Make your work easy to understand. Protect the handoff. Stay remembered. Know your numbers. Follow through.
Carry those lessons into the week with a simple standard.
When you make an introduction, get permission, give useful context, and name the next step. When you receive one, acknowledge it and close the loop.
That is how you protect the people involved. That is how you protect the name attached to the referral. And that is how this room can keep working after the meeting ends.