The National Retail Federation annual convention is underway at the Javits Convention Center in NYC. This is the show where retailers from all walks of life come to learn about the latest and greatest in the world of retailing. I decided to take in the show to learn from the innovative, new ways retailers can engage customers. The conference theme this year is Engaging with Shoppers in a World of Fragmentation and Change.

So imagine my surprise (or maybe not) when I arrived at the Javits Center and was greeted by massive lines (multiple) for check-in. No problem, I thought. My colleague and I had our bar codes handy on our smart phones. We would just whiz through express check-in while all these other poor folks wait for a human to slowly process their registration.

After making our way past the long lines that were almost 1000 people deep, we found a representative from the National Retail Federation who told us these were the lines for express check-in (those with the bar code for scanning).

Why the long lines? She wasn’t quite sure, as the conference opened yesterday. Perhaps it was because President Clinton was speaking today? Don’t worry, she said. The lines move fast.

Not really. It took an hour for us to get to the check-in counter. Once there a check-in person, who was courteous, manually scanned our barcode, which automatically printed our badge. We were finally on our way—more than an hour since we stepped in the line.

Inside the exhibit hall, almost all of the companies offered technological solutions to help retailers do a better job engaging clients—driving more sales and maximizing profits.

So why the disconnect between the host of the event and purveyors of technology?

1. Change is hard. Here was the National Retail Federation, an organization dedicated to helping retailers grow their businesses, operating in an old model. Not much thought had been given to their “customer experience”. The innovation of bar codes wasn’t fully embraced. Why not use self check-in? So many vendors on the floor were selling Kiosk check-in solutions! And, why not use customer registration data for streamlining check-ins? Simply knowing how many registrations were processed on Day 1 could improve check-in logistics on Day 2.
2. Change requires vision. The goal of leaders is to set a vision and enable the organization to carry it out. Here was a perfect opportunity for leaders of the National Retail Federation to partner with vendors to showcase how all the technology inside the exhibition hall could be applied outside to improve the attendee experience. However, my hunch is the conference was run much as it had been the year before.

Never underestimate how hard change is for all parties. Even so, embrace change for the good of your customers, pretty please. Put yourself in your customers’ world and do whatever you can to make it better. Anytime you need reminding—just think of me in that 1000 person queue.

What “long lines” in your customers’ experiences can you eliminate by embracing change?

This blog is inspired by David Meerman Scott’s recent post where he adeptly writes about lessons learned from political stories and applies them to marketing strategy.  And learning from DMS, I  reprint his disclaimer:

“This is a marketing blog, not a political blog. I am not talking up the merits of any candidates but rather using their marketing as examples for all to learn from.” 

So with that said….

It’s the political season and everyone is talking about which presidential candidate connects best with the voter. Genuine? Trustworthy? Feels my pain? Has a viable plan to meet my needs, hopes and dreams?

Spend an hour or two reading B2B tweets about effective sales communication and you’re likely to hear the same chatter about sales “to-dos”:

• Engage in a dialogue not a monologue.
• Really Listen
• Be Curious
• Build Trust

All of these admonitions could come from a campaign manager or sales manager. Hence, the lessons from one can be easily applied to the other—Campaigner can learn from Salesperson and Salesperson from Campaigner.

The predictably intense focus on every word, facial expression, question, or answer muttered by Candidates during primary season, coupled with 24/7 polling, yields data galore on every perception, impression, and reaction of the Voter. Consequently we can all learn from politics about “closing the sale”.

Enter the satirical New Yorker piece on what a “President Romney” might sound like given his penchant for what the New York Times and Boston Globe referred to as Romney’s “guessing” game.

In December 2011, the New York Times reported:

For a candidate who is exceedingly risk-averse, Mr. Romney has developed an unlikely penchant for trying to puzzle out everything from voters’ personal relationships to their ancestral homelands.

“Sisters?” he asked. (Nope, stepmother and stepdaughter.) “Your husband?” he wondered. (No, just a friend from the neighborhood.) “Mother and daughter?” he guessed. (Cousins, actually.)

The results can be awkward. “Daughter?” he asked a woman sitting with a man and two younger girls at the diner in Tilton, N.H., on Friday morning. Her face turned a shade of red. “Wife.”

And the creative license taken from the New Yorker in response to the Times’ report:

Chancellor Merkel looked somewhat taken aback at being mistaken for Sarkozy’s aunt. When she’d regained her composure, she said to President Romney, “I know you will have much to add on the question of the debt crisis in the euro zone, Mr. President.”

President Romney looked at the German Chancellor carefully, up and down. “I’d say you’d go about one-forty, give or take five pounds,” he said. “Am I in the ballpark?”

So what can be learned from all of this? All of the candidates have positive and negative relational qualities and moments.

This same New York Times article gives Romney some positive spin:

Mr. Romney has plenty of moments when he wins positive reactions and seems to make a genuine link, undercutting his caricature as robotic. And he is hardly giving up on mastering the art of the soft sell: he personally insisted on spending more hours talking to voters this election and fewer sequestered in his Boston headquarters.

The point I want to make here is that this guessing game is not something to be taken lightly! On the positive side, candidate Romney in this spoof took on a curious stance towards his “Prospect”. And he was engaging in a dialogue not a monologue. But was he really listening? And what about trust?

What’s wrong with guessing you might be musing? The problem is that guessing can make the receiver feel embarrassed and offended. It is hard enough to pull off when there is a high level of comfort and familiarity between two individuals.

There has been a lot written in sales blogs about the importance of taking the time to build trust and about the necessity for matching the type of communication to your Prospect with the stage or level of “intimacy” of the relationship. My colleague Bill Carney recently addressed  this critical issue in a lighthearted way, focusing on email communications. Give it a read—in addition to a good laugh—you’ll learn a lot about this “matching” issue, which will help you to avoid some of Romney’s missteps.

Making the sale—in the marketplace or in politics—needs to be done in a thoughtful, callibrated step-by-step way:

• Allowing lots of opportunities to understand the concerns and hopes of your “Prospect”; and
• Listening instead of assuming and having your conversation content and style attuned to the level of intimacy you have at any given time with your Prospect.

Yes, being curious is an important quality in building the relationship BUT curiosity is not a green light for guessing. There may be a time to play the “guessing game” with your Prospect, but the price of entry to the competition must be earned.

What sales lessons have you learned from observing the 2012 Candidates?

Peggy Kriss, Ph.D. is a clinical psychologist in Newton, Massachusetts and a consultant to VisibleGains. Stay tuned for more psychology informed blogs by Dr. Kriss.

188 billion email messages sent each day?! That’s a boatload of email!

We concur with the Infographic’s conclusion—email is here to stay. However, email is not always the most effective way to transmit your message. New(er) technologies—like Facebook and Twitter—introduce additional ways for humans to communicate. Think about what you’re trying to accomplish and select the best media available to you.

Email gets a deserved bad rap from marketing campaigns and spammers pushing unwanted messages that ignore communication fundamentals—such as this basic truth: the receiver must want to receive the message sent!

When your emails are written to be personal, with timely, relevant information the receiver really wants, they can help you build relationships one-to-one. Make your emails better and create relationships using VisibleGains.

Click to download .PDF version

Embed this image on your site:
<a href=”http://www.visiblegains.com/is-email-dead” target=”_blank”><img src=”http://www.visiblegains.com/Portals/54582/Infographics/visiblegains-emaildead.png” alt=”Is Email Dead? [Infographic]” width=”550″ border=”0″></a><BR><div> courtesy of <a href=”http://www.visiblegains.com/”>Visible Gains</a></div>

I recently realized we’ve taken for granted a powerful shortcut for creating Outlook message templates that’s been in our company toolkit for a while. I was talking to a prospect recently about email workflows and described our process for sending multiple personalized emails containing a similar core message. He was amazed at this shortcut, even though it seems pretty obvious to me. I’m documenting it here to share more widely. Hopefully you already take advantage of using Outlook’s standard signature setup; this just kicks it up a notch for creating multiple personalized emails containing similar message text.

5 Steps to use Outlook’s signature function for creating email message templates

Step One: Click New E-mail

Step Two: Click Insert, then click Signature

Step Three: From drop-down menu, click “Signatures…”

Step Four: Click “New”. Enter a name, as well as text, for a complete email message. (Remember to also include an email signature in this “Signature” template entry!)

Step Five: Select the appropriate standardized message by “Signature” name each time you want to send similar text in a new email. Don’t forget to add a subject line and the first name of the person to whom you’re sending the message in the message body. Also, modify the templated text appropriately to ensure it’s relevant to the individual receiving it.

This shortcut saves me time when I want to repetitively send only slightly different emails over and over again–such as a follow-up to a hands-on product demo I’ve just given. Let me know how this shortcut works for you.

Got any Outlook tips to share with us?

I recently called my satellite TV provider—DISH Network—and asked what they could do for me as a longtime subscriber. I was perfectly happy with DISH Network’s service. In fact, over the years I’ve referred new customers to them by gushing online via social media as well as offline. However, an offer from Verizon for FIOS TV had piqued my interest since we already receive our Internet service through Verizon. Without much hesitation, the customer service rep from DISH Network told me nothing could be done to match Verizon’s offer. Oh, and don’t forget to mail in the last month’s check—thank you very much.

Really? No, really?!

At the time, DISH Network was actively recruiting subscribers and I was truly confused by the service rep’s indifferent response. Guess what I did? I switched to Verizon for FIOS TV, of course.

We’ve all seen statistics on customer retention versus acquisition. Lots of really smart Ph.D’s have explained the concept of Customers Lifetime Value (CLV). In the simplest of terms, it’s a lot cheaper to keep a customer than to get a new one—common sense without the fancy TLA (Three Letter Acronym). Within the past few years, I’ve noticed CLV has been modified to CCLV (Connected Customers Lifetime Value) and CEV (Customer Engagement Value).

Basically, anyone selling anything should expand their thinking beyond their existing customers to their customers’ network and sphere of influence.

Product marketing sometimes casts customer retention in terms of switching costs. Think about what a pain it is to switch cell phone carriers. The Cell Carrier Lobbyists fought tooth and nail against LNP (Local Number Portability) until they could figure out ways to lock up customers. There’s really no reason to have specific phones for specific carriers. Europe doesn’t. Instead of focusing on change penalties, how about improving the value of the services delivered by understanding my needs and what makes me choose to be a loyal customer and refer my friends?

Airlines attracted and successfully retained loyal customers for a while with frequent flyer programs. I know—I booked most of my flights on United even though there weren’t always direct flights to where I was going. But then United and other airlines blew it by instituting too many restrictions.

Most businesses truly do strive to please their customers. Most business people appreciate the power of referral marketing and naturally hope through careful management of customer relationships, we’ll gain new customers via referrals.

I invite you to pause now and honestly ask yourself: when was the last time you reached out to your customers individually? I don’t mean sending a newsletter or some marketing automated message, but making a direct one-to-one connection. And, not when there’s a problem, but when there isn’t—simply as a way to listen, learn and share information.

Connecting genuinely on a more personal level—one-to-one—is a powerful way to cultivate happy customers, and, hopefully, referrals. Here are several tips to help you get started:

• Tweet a congratulatory note or comments to new customers who use Twitter accounts.
• Actively participate in LinkedIn groups around conversations you care about.
• Reward your customers with information that helps them stay on top of their game—even if the data you share has nothing to do with what you’re selling.
• Offer favors, connections and networking opportunities to advance your customers’ careers.
• Find out what makes each customer tick—what they’re passionate about. Do this to find common interests you share and can connect through.

Having said all that, my hope is to personally connect with more of our customers. Please DM me @biasforaction or give me an old-fashioned phone call to chat. My direct phone number is 781-350-3416, extension 113. My email is bcarney at VisibleGains dot com (so the SPAM bots won’t pick me up).

I had coffee with a psychology colleague who is a brain specialist. I told him about my recent post discussing how salespeople can inadvertently paralyze prospects through information overload.

He got thoughtful and asked if I wanted to know what actually happens in the brain when someone is presented with too much information—like when a buyer has to shop in a “superstore” versus a “bodega”. I eagerly said yes and this is what I learned.

First of all, he explained, we humans are motivated to solve problems. Problems create uncomfortable feelings and we are programmed to make those uncomfortable feelings go away. In fact, the feelings (FB) part of the brain (science speak: limbic system) has many lines of communication that are directly connected to the problem solving (PSB) part of the brain (science speak: prefrontal lobe). So when we experience discomfort about something not working right, that feeling gets sent directly to the PSB, pleading:

“Do something about this problem!”

Feeling some pain or discomfort is actually a good thing because it energizes us to gather information in order to find a solution. For example, a prospect may search websites, read blogs, or perhaps ask a trusted colleague for some solutions to his or her problem. The shopping process begins…BUT when a prospect is presented with massive amounts of information, the PSB, craving order, has to work “overtime” to categorize information in order to be able to make a decision.

The FB picks up the strain in the PSB and sends frantic messages to it:

“I’m overwhelmed! I don’t have enough time to figure out the best solution. What if I make a mistake?”

With all these distress signals going to the PSB, guess what happens? The PSB gets exhausted and gives up trying to solve the problem and instead shifts into survival mode. Your overwhelmed prospect is no longer shopping for a solution. He or she is using all of her energy to feel better.

“How can I get out of here? My problem is not so bad. I don’t really need to change anything. Good bye!”

ALAS, PARALYSIS!

So what can a salesperson do to avoid this from happening to a prospect? 

• First and foremost, keep your sales communications clear, concise and well organized.
• Use categories (sales speak-qualifiers) the thinking brain “craves” by spelling out the obvious so the prospect does not have to work so hard.
• Gain a simple understanding of your prospect’s most important problems, identify the key ways you can help him or her and align those two tightly. (If you cannot describe how your solution solves the problem in a few sentences, then you’ve missed the mark!)

Helping buyers categorize information leaves them with more energy to make an informed purchase decision more quickly. Think about going into a superstore to buy a television. When you arrive in the TV area, you’re faced with a dizzying array of choices. Left on your own, you may get overwhelmed and bolt. An experienced salesperson, though, can prevent you from fleeing and promote thoughtful decision making by asking you a few “category promoting” questions such as:“What are you going to watch? How big is your room? Does it have a lot of sunlight? Will you be gaming on it?” This line of questioning enables you to narrow your selection and hone in on a few options to choose between.

Understanding how the brain reacts to information overload is critical to helping your prospect stay focused to make a decision. Stay tuned for Part 2 of this blog for more tips to help your prospect thrive in our “superstore” culture.

How do you simplify decision making for your prospect?

Peggy Kriss, Ph.D. is a clinical psychologist in Newton, Massachusetts and a consultant to VisibleGains. Stay tuned for more psychology informed blogs by Dr. Kriss.

Just back from attending HiveFire’s user conference for content curators. Content curation has taken off! My learning from the conference is that the reason why has much to do with TRUST!

What is content curation, you ask? Simply put: content curation is the process of sifting through the boatload of information “out there”—blog posts, tweets & news feeds—and passing on the golden nuggets others in your network find valuable.

After sitting in this curation conference and being bombarded with the “T” word, I was struck by the incredible potential content curation has for salespeople to virtually build trusting relationships as the foundation for generating sales and referrals.

I found this trust theme particularly interesting having just read a blog by Steven Woods, CTO at Eloqua, on “Trust, Reputation, and Inside-Sales”.

“There is a significant shift underway in how we establish and build trust… [having] numerous profound implications for society in general, but more specifically, it is causing significant shifts in the way that people buy… the evolution of trust is opening up new opportunities for inside sales teams.”

“As the emphasis on face-to-face interaction as a way to build trust decreases in lieu of other ways of building trust, the need to be “in the field” also decreases. It is unlikely that field sales as a discipline will disappear any time soon, the economic bar at which a face-to-face interaction is “necessary” is in the middle of a dramatic shift.”

Marketers are all over the power of content curation for building trusted reputations of brands and products. According to Hivefire’s B2Marketing trends 2011 survey, 82% of B2B marketers now use content marketing as a strategy in their marketing programs. Forrester Research cites the use of online content curation to build thought leadership and authority relationships as one of four critical emerging technologies for B2B sales and marketing.

Posting a Youtube video occasionally on Facebook to share with friends or sharing links to articles of interest with your network are forms of content curation. Chances are you already do this to some extent. Now think about someone you know professionally you consider as a go-to person or expert. My guess is that they regularly share information on a particular topic you find valuable. By doing so consistently, they’ve established themselves as a trusted source.

Bottom line: every communication you send—and online interaction you have—is an opportunity to build trust capital you can leverage strategically to boost sales. Continuously earn deposits in your prospects’ trust banks by routinely sharing valuable, golden nuggets of information. Here are a few content curation tips to help you get started:

1. Add real value by selecting content of specific interest to an individual prospect or customer. Make sure it’s information your reader truly cares about; do not be guided by what you find interesting or stimuating.
2. Less is more—don’t overload your prospect with too much information.  Remember, too much information and they will shut down (read more in my previous blog).
3. Don’t be afraid to share information about your competition; it is a critical way to show that you are trustworthy.  Nobody wants to do business with an “information censor”.

Stay tuned for future posts with additional practical tips to help you create a simple, disciplined routine for continuously discovering and sharing valuable information with prospects and clients.

How are you building trust virtually? Is content curation one of the trust-building tools you use?

Peggy Kriss, Ph.D. is a clinical psychologist in Newton, Massachusetts and a consultant to VisibleGains. Stay tuned for more psychology informed blogs by Dr. Kriss.

So ironic!  I am a psychologist writing a blog about the danger of overwhelming sales prospects by information overload, via the web or constant emails.  And I am now feeling very personally overwhelmed, trying to take in ALL the research “relevant” to this blog.  So I am going to stop researching and start writing.  Let’s see how it goes.

First thought: 

Calm down and remember how I got started with this blog idea.

My goal has been to write  about how to help sales people  best communicate one to one  with their prospects in an attempt to nurture them through a successful sales process.  Lots of tips about choosing relevant content and using personal pages or landing pages as a way of delivering a more targeted and relevant message.

How I got the idea:

I watched Barry Schwartz’ TedTalk on “Paradox of Choice”.

What’s the point:

This is perfect -I thought!  This talk dramatizes what happens when mortals are exposed to too many choices, too much information: they get confused , they have a less satisfying experience,  and instead of being nurtured, they become paralyzed!

How does this relate to the sales process?

Schwartz explains a critical psychological fact that every salesperson should understand.  People will derive much less satisfaction from any given product (or specific feature) when they are given too many choices.  And paralysis- this is not what the sales manager had hoped for!

“Everybody needs a fishbowl,” says Schwartz.  “In the absence…a recipe for misery, and I suspect, disaster.”    Converting to sales speak, prospects need tailor fit content presented to them over time, organized in a simple easy to comprehend fashion , a bodega as opposed to an overwhelming one stop mega superstore (think Walmart) website.

Here are five takeaway tips:

Note:   These tips helped me to avoid “paralysis” during this research and writing journey. -so I would have energy left to share something with you:

1.  Present  your message and your product  in simple, uncluttered ways.  Learn a lesson from Steve Jobs: “I’m as proud of what we don’t do as I am of what we do.”
2. Don’t do a “data dump”.  An example of information overload for me was watching this lengthy video on using LinkedIn to generate sales.   Great ideas but way too much information all at once.  I got a headache, and more concerning, I have not even looked at my LinkedIn page for days…paralysis???  Suggestion -  Tell me that I should do these over a 60 day period and indicate what to do every third day.
3. Help your prospect to be oriented:  A fascinating psychological study of how people absorb information on the web found that people spend so much of their energy just getting oriented on the web that they have little cognitive steam left to learn and make decisions from the information.   Make  your communications visually easy to follow so that your prospect can best use their attention and energy to learn from your thought leadership and product value.
4.  Given that attention is such a scarce commodity in this age of information overload, be creative and do something unexpected.  A great example was at the  Inbound Marketing Summit  when Hubspot employees dressed up in orange suits to make a splash!
5.  Make sure your content  and social media conversations are relevant and add value.  Pam Moore does a nice job summarizing this tip in her “social-media-a-little-less-talk-a-lot-more-action-please” blog.

Are your sales prospects suffering from information overload? Are you selling to them from a “Bodega” or a “Superstore”?

Peggy Kriss, Ph.D. is a clinical psychologist in Newton, Massachusetts and a consultant to VisibleGains. Stay tuned for more psychology informed blogs by Dr. Kriss.

Is “prospect” a dirty word in our changing culture of commerce? I propose that salespeople will be much more successful if they work to create “prospect communities”- the goal being for prospects to feel excited, involved, informed, engaged in discussions and interacting in the eco-system surrounding their companies.  This community approach will dramatically increase the motivation of the prospect to make the transition to customer.  Why? Because being part of a community increases trust, sense of value, reduces resistance, identifies needs, reduces fear, and makes people feel really good.

Chris Brogan said in his recent blog “I am not a customer. I am not a user. I might be a client. I might be a member. I may even be a loyalist. But don’t call me a customer. ‘Customer’ is a dirty word.”

Twitter expert, Laura  “@pistachio” Fitton  expresses this sentiment in her “4 enchanting ways to improve your inbound marketing” blog post where  she talks about the importance of building an “enchantment ecosystem” so your customer has lots of ways to feel valued, be part of a community, actively giving and receiving and overall having lots of opportunities to interact and feel positively about the  company.

Let’s extrapolate from what we are learning about the changing customer and apply it to the prospect.  Look at LinkedIn Groups or a Tribe as Seth Godin puts it.  Using groups creates multiple opportunities to engage prospects and customers alike.  If they are active participants in a group or tribe you can rest assured that they are passionate about a specific topic and have come together because they care. A post from triplepundit explains it this way: “think of success as the strength of the relationships your stakeholders will walk away with”.

What’s the worst thing you can do as a member of these groups?  Sell Stuff.  You run the risk of alienating the group and groups tend to stand up and force selfish people out. You will undermine trust, reduce your perceived value, increase resistance, distract them from the important task of focusing on their own needs and fears, and foster unhappy feelings.

Here are 7 tips for creating a “prospect community”:

1. Make your first contact remarkable:  clear message, value focused and delivered to match the stage and readiness level of the prospect.
2. Be thoughtful about what content is shared. Don’t overwhelm people with content.  Send information that will be valuable and relevant to the needs of each receiver.
3. Create an organized system for your content (both self-created and curated) that makes it easy for your sales team to send out tailor-fit content, as a way of building trust, and facilitating an on-going dialogue.  Consider a landing page that is less cluttered than what is found on your website.
4. Use multiple channels to interact with your prospects:  Facebook, Twitter, LinkedIn, newsletters, phone calls, surveys, or perhaps your local Starbucks.  Share your exceptional content, compelling testimonials, and constant visceral and tangible reminders of the value that comes from interacting with your company.  Ask them for feedback on their needs, dreams and their experiences as a prospect with your company.  Don’t wait; be proactive and curious.
5. Create an outstanding customer referral system. Check out my recent blog for four tips for fueling your “referral engine”
6. Create events both on the phone and live in your office, thought leadership or product oriented. Mix it up and have some events for both prospects and clients:  conference calls, an invited speaker event, birds of a feather or round-table discussions.
7. Create regular community building opportunities for your own employees:  How about holding weekly Friday bag lunch discussions to ask questions, celebrate successes, and learn from each other’s interactions with the outside world.

Are you just selling stuff or are you passionate about it and willing to contribute to the community?

Peggy Kriss, Ph.D. is a clinical psychologist in Newton Massachusetts and a consultant to VisibleGains.  Stay tuned for more psychology informed blogs by Dr. Kriss.

In my previous blog, Refer or Die, Sales Use of Social Media, I highlighted the New York Times Study (Click to Open the Download Link) on “The Psychology of Sharing:  Why Do People Share Online?” described as “A first-of-a-kind inquiry into the motivations behind why we share.”

I am talking about the study a lot these days and its results permeate many of my conversations.  “Do your endorphins surge when you share a cherished product with a friend?”  Great ice breaker.

At a women’s entrepreneurial networking meeting sponsored by the Wellesley Pod for BIG, I asked our speaker, the very successful career and life  coach and radio personality Mel Robbins to remind her audience not to be afraid to ask your network for help with growing your business-because, I explained,  “research shows that people share because it feels good, it gets their endorphins going.”

“Yes,” Mel replied, “BUT you must be very specific in what you want them to do for you.  If the request is too general, they will forget about it and not respond.”

John Jantsch gives similar advice in “The Referral Engine”.  “We rate and refer as a form of survival,” he explains.  But, here is his “BUT” in terms of getting customers to refer to you:

“You simply need to stay top of mind and make it easy for them to do.  Hint: Ask and remind!”

Here are four tips for fueling your “referral engine”:

1. Write for them –  Send  an email to your referral agent that they can quickly and easily forward with a short note to the person they are connecting you with.  Don’t leave the work on writing and assembling materials to them.
2. Use share buttons –  On your website and blog, include share buttons that allow them to grab information that they can share to make the introduction.
3. In person event/networking –  hold an event with the right agenda where your referral agent can invite connections you want to include in your network.
4. Identify people –  Use LinkedIn to identify specific people and groups you may have in common you want to meet through your referrer – the more connections the better.  Don’t exclusively leave it to them to identify people.