House Calls

Purpose
• Gain insight into the person/business
• Identify common ground, in terms of contacts or clients
• Become familiar with members work environment
• Evaluate member’s “legitimacy”; willingness to share
• Understand member’s business philosophy & sense of ethics

Expectations
• Treat as a business call
• Set an Agenda
• Identify targets and needs
• Bring samples, testimonials, product brochure etc.
• Describe your business and its acronyms
• Set a climate of give and take
• Develop a strategy which includes concrete activities that allow you to help the other member and you
• Discuss the need to follow up; identify unanswered questions

Sensitivities
• Some house calls may not develop immediate results- be patient and try again
• Reciprocate. One call at your place one at the other members
• Revisit with multiple house calls. You are building relationships that will build a comfort level and trust over time
• Be professional. Do not take phone calls during the meeting, allow enough time and be a good listener.

Networking Guide

The Executive Forum has created a 2-page guide with 9 Strategies for Successful Networking.

Click here to download the PDF.

Member Events

A member event is any event that is hosted by a member outside of the regular morning meetings. This event can be business or social as long it engages the interests of other members. The event can be:
• A seminar presented by the member.
• An invitation to a seminar or business function conducted by another organization.
• A dinner or social event.

We are encouraging all members to host one event during the year with at least 4 Executive Forum members in attendance.

Purpose:
1. To encourage interaction among members outside the morning meetings.
2. To develop deeper relationships among members.
3. To learn more about each other’s services.
4. To learn about other business topics.
5. To gain exposure to new people and business groups.