Shredding & Document Management: Best Referral Sources
Who should be sending you clients, and the rooms they are already sitting in.
Get the networking events worth showing up to
Tell us where you are. We will send you the best rooms for shredding and records companies and the next meeting dates. Add a ZIP and this page will also show your local chapters and which seats are open.
Most business owners network where their competitors are, not where their referral partners are.
Your own trade group is for learning. Your partners' groups are where the work comes from. Everything below starts with one question. When something happens that makes people need shredding and records companies, who else gets a call that same week?
Shredding and records companies sell to other businesses, and most of the work starts when an inspection or compliance deadline lands. People take their time deciding, so a recommendation carries most of the weight. Clients come back, which makes one good introduction worth years.
- Compliance deadline or inspectionwhen an inspection or compliance deadline lands
- New lease or locationwhen a business signs a lease or opens a location
- Sale of a businesswhen an owner sells the company
- Death / probatewhen somebody dies and an estate has to be settled
Who should be sending you clients
Who you should be sending clients to
Ranked by what starts the job, not by who sounds close to your trade.
The same list, turned around. Give first and the rest follows.
- 01
Commercial Property Manager
They send you work83Trigger: an inspection or compliance deadline lands
Commercial property managers hear about it when an inspection or compliance deadline lands, before you do. This one sends you work rather than trading it.
- 02
Facility Manager
They send you work83Trigger: an inspection or compliance deadline lands
Facility managers hear about it when an inspection or compliance deadline lands, before you do. This one sends you work rather than trading it.
- 03
Community Association Manager (HOA / Condo)
They send you work77Trigger: an inspection or compliance deadline lands
Community association managers hear about it when an inspection or compliance deadline lands, before you do. This one sends you work rather than trading it.
- 04
IT Services / Managed IT
They send you work76Trigger: an inspection or compliance deadline lands
IT and managed service providers hear about it when an inspection or compliance deadline lands, before you do. This one sends you work rather than trading it.
- 05
Cybersecurity
They send you work76Trigger: an inspection or compliance deadline lands
Cybersecurity firms hear about it when an inspection or compliance deadline lands, before you do. This one sends you work rather than trading it.
- 06
Commercial Kitchen Equipment & Service
They send you work75Trigger: an inspection or compliance deadline lands
Commercial kitchen equipment companies hear about it when an inspection or compliance deadline lands, before you do. This one sends you work rather than trading it.
- 07
HR Consulting / PEO
They send you work74Trigger: an inspection or compliance deadline lands
HR consultants and PEOs hear about it when an inspection or compliance deadline lands, before you do. This one sends you work rather than trading it.
- 08
Restaurant / Food Service
They send you work73Trigger: an inspection or compliance deadline lands
Restaurants hear about it when an inspection or compliance deadline lands, before you do. This one sends you work rather than trading it.
- 09
Business Banker
They send you work73Trigger: an owner sells the company
Business bankers hear about it when an owner sells the company, before you do. This one sends you work rather than trading it.
- 10
Attorney Employment & Labor
Two-way68Trigger: an inspection or compliance deadline lands
You and employment attorneys both get the call when an inspection or compliance deadline lands, usually the same week. This one goes both ways.
- 01
Cybersecurity
They send you work63Trigger: an inspection or compliance deadline lands
Cybersecurity firms hear about it when an inspection or compliance deadline lands, before you do. This one sends you work rather than trading it.
- 02
Commercial Kitchen Equipment & Service
They send you work60Trigger: an inspection or compliance deadline lands
Commercial kitchen equipment companies hear about it when an inspection or compliance deadline lands, before you do. This one sends you work rather than trading it.
- 03
IT Services / Managed IT
They send you work59Trigger: an inspection or compliance deadline lands
IT and managed service providers hear about it when an inspection or compliance deadline lands, before you do. This one sends you work rather than trading it.
- 04
Commercial Janitorial
Two-way59Trigger: an inspection or compliance deadline lands
You and janitorial companies both get the call when an inspection or compliance deadline lands, usually the same week. This one goes both ways.
- 05
Translation & Interpretation
You send them work57Trigger: an inspection or compliance deadline lands
You hear about it when an inspection or compliance deadline lands, before translation companies do. Expect to give more than you get back here.
- 06
Attorney Employment & Labor
Two-way56Trigger: an inspection or compliance deadline lands
You and employment attorneys both get the call when an inspection or compliance deadline lands, usually the same week. This one goes both ways.
Where those people actually are
Ranked by how many of your best partners are in the room, and how much work each one can send you.
LinkedIn groups & local B2B communities
Your partners are in this room: facility managers, IT and managed service providers, and cybersecurity firms.
Works when your buyer has a job title. Useful comments on your partners' posts beat posting your own.
Find your local chapter →Give someone nine choices and they pick none. If you do one thing from this page, do this.
- 01
LinkedIn groups & local B2B communities
Online communityYour partners are in this room: facility managers, IT and managed service providers, and cybersecurity firms.
Works when your buyer has a job title. Useful comments on your partners' posts beat posting your own.
Chapter finder → - 02
Your city or county chamber of commerce
Chamber of commerceYour partners are in this room: commercial property managers, community association managers, and IT and managed service providers.
Too big and too broad on its own. The value is in one committee. Pick one and go every time. The same fifteen people show up, and they get to know you.
Chapter finder → - 03
Software & platform user groups
Vendor & supply chainYour partners are in this room: facility managers and IT and managed service providers.
Groups for the software your customers use, like practice management, property management, and accounting. You meet people in the middle of a problem.
- 04
IT channel & MSP peer associations
Your partners' associationYour partners are in this room: IT and managed service providers and cybersecurity firms.
Vendor certifications and comparing notes. Good for running your business, weak for finding work.
Chapter finder → - 05
Restaurant & lodging association
Your partners' associationYour partners are in this room: commercial kitchen equipment companies and restaurants.
Restaurant and hotel owners. They replace equipment all the time, fail inspections often, and talk to each other more than almost anyone.
Chapter finder → - 06
Vistage
Paid peer groupYour partners are in this room: IT and managed service providers, HR consultants and PEOs, and business bankers.
Run CEO peer groups. You are buying advice, not leads, but the group turns into a warm list over time.
Chapter finder → - 07
CAI (Community Associations Institute)
Your partners' associationYour partner is in this room: community association managers.
Condo and HOA managers, board members, and management companies. One manager here can control hundreds of homes. They have a membership just for vendors, so you can join.
Chapter finder → - 08
CAI chapter trade show & expo
Event or trade showYour partner is in this room: community association managers.
Hundreds of association managers and board members walking a vendor floor, there to find vendors. One of the few trade shows where a booth actually pays off.
Chapter finder →
LinkedIn groups & local B2B communities
Your partners are in this room: facility managers, IT and managed service providers, and cybersecurity firms.
Works when your buyer has a job title. Useful comments on your partners' posts beat posting your own.
Find your local chapter →Give someone nine choices and they pick none. If you do one thing from this page, do this.
- 01
LinkedIn groups & local B2B communities
Online communityYour partners are in this room: facility managers, IT and managed service providers, and cybersecurity firms.
Works when your buyer has a job title. Useful comments on your partners' posts beat posting your own.
Chapter finder → - 02
Your city or county chamber of commerce
Chamber of commerceYour partners are in this room: commercial property managers, community association managers, and IT and managed service providers.
Too big and too broad on its own. The value is in one committee. Pick one and go every time. The same fifteen people show up, and they get to know you.
Chapter finder → - 03
Software & platform user groups
Vendor & supply chainYour partners are in this room: facility managers and IT and managed service providers.
Groups for the software your customers use, like practice management, property management, and accounting. You meet people in the middle of a problem.
- 04
IT channel & MSP peer associations
Your partners' associationYour partners are in this room: IT and managed service providers and cybersecurity firms.
Vendor certifications and comparing notes. Good for running your business, weak for finding work.
Chapter finder → - 05
Restaurant & lodging association
Your partners' associationYour partners are in this room: commercial kitchen equipment companies and restaurants.
Restaurant and hotel owners. They replace equipment all the time, fail inspections often, and talk to each other more than almost anyone.
Chapter finder → - 06
Vistage
Paid peer groupYour partners are in this room: IT and managed service providers, HR consultants and PEOs, and business bankers.
Run CEO peer groups. You are buying advice, not leads, but the group turns into a warm list over time.
Chapter finder → - 07
CAI Southeast Florida chapter
Your partners' associationYour partner is in this room: community association managers.
South Florida has more condos than almost anywhere, so this room is packed with association managers. Vendors can go to the trade shows and the monthly lunches.
Chapter finder → - 08
CAI chapter trade show & expo
Event or trade showYour partner is in this room: community association managers.
Hundreds of association managers and board members walking a vendor floor, there to find vendors. One of the few trade shows where a booth actually pays off.
Chapter finder →
Let us be straight with you. For shredding and records companies, a weekly referral group is not the best pick. Your partners gather in professional groups instead, so spend your time there. We would rather say that than sell you a seat you do not need.
Is your seat open?
Prime Time takes one shredding & document management per chapter. Put in a South Florida ZIP above and we will show you which seats are open.
Add a ZIP code at the top of the page to see which seats are open.
Prime Time doesn't operate where you are yet.
We have fifteen chapters in South Florida and none near you. Telling you to join would be bad advice. The rooms above are the real answer where you are. We can email you the one page version and let you know if we open near you.
Send me those roomsHave the next meetings sent to you
The rooms above are the answer. This is when they meet. Tell us where to send it and we will email you the next dates for shredding and records companies, with the one page plan.
We already know your trade and your area from this page, so there is nothing else to fill in. We do not ask for a phone number. Every email we send has an unsubscribe link.
Your one-page action plan
Five partners, five things to say, three rooms. Print it and keep it in the car.
Networking plan: Shredding & Document Management
The five people who should be sending you clients
- Commercial Property Manager (They send you work)
Shared trigger: an inspection or compliance deadline lands - Facility Manager (They send you work)
Shared trigger: an inspection or compliance deadline lands - Community Association Manager (HOA / Condo) (They send you work)
Shared trigger: an inspection or compliance deadline lands - IT Services / Managed IT (They send you work)
Shared trigger: an inspection or compliance deadline lands - Cybersecurity (They send you work)
Shared trigger: an inspection or compliance deadline lands
The three rooms to be in
- LinkedIn groups & local B2B communities: Your partners are in this room: facility managers, IT and managed service providers, and cybersecurity firms.
- Your city or county chamber of commerce: Your partners are in this room: commercial property managers, community association managers, and IT and managed service providers.
- Software & platform user groups: Your partners are in this room: facility managers and IT and managed service providers.
- LinkedIn groups & local B2B communities: Your partners are in this room: facility managers, IT and managed service providers, and cybersecurity firms.
- Your city or county chamber of commerce: Your partners are in this room: commercial property managers, community association managers, and IT and managed service providers.
- Software & platform user groups: Your partners are in this room: facility managers and IT and managed service providers.