Shredding & Document Management: Best Referral Sources
Who should be sending you clients, and the rooms they are already sitting in. Tell us where you are and we will send the list.
Your one-page action plan
Five partners, what starts the work for each one, and the three rooms to be in. 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.
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. When something happens that makes people need shredding and records companies, who else gets a call that same week?
The same list, turned around. Give first and the rest follows.
Match strength is how much of your work starts from the same event as theirs, scored out of 100. Higher means you are more often called into the same job in the same week.
- 1 Commercial Property Manager They send you work Trigger: an inspection or compliance deadline lands 83 match strength out of 100
- 2 Facility Manager They send you work Trigger: an inspection or compliance deadline lands 83 match strength out of 100
- 3 Community Association Manager (HOA / Condo) They send you work Trigger: an inspection or compliance deadline lands 77 match strength out of 100
- 4 IT Services / Managed IT They send you work Trigger: an inspection or compliance deadline lands 76 match strength out of 100
- 5 Cybersecurity They send you work Trigger: an inspection or compliance deadline lands 76 match strength out of 100
- 6 Commercial Kitchen Equipment & Service They send you work Trigger: an inspection or compliance deadline lands 75 match strength out of 100
- 7 HR Consulting / PEO They send you work Trigger: an inspection or compliance deadline lands 74 match strength out of 100
- 8 Restaurant / Food Service They send you work Trigger: an inspection or compliance deadline lands 73 match strength out of 100
- 9 Business Banker They send you work Trigger: an owner sells the company 73 match strength out of 100
- 10 Attorney Employment & Labor Two-way Trigger: an inspection or compliance deadline lands 68 match strength out of 100
- 1 Cybersecurity They send you work Trigger: an inspection or compliance deadline lands 63 match strength out of 100
- 2 Commercial Kitchen Equipment & Service They send you work Trigger: an inspection or compliance deadline lands 60 match strength out of 100
- 3 IT Services / Managed IT They send you work Trigger: an inspection or compliance deadline lands 59 match strength out of 100
- 4 Commercial Janitorial Two-way Trigger: an inspection or compliance deadline lands 59 match strength out of 100
- 5 Translation & Interpretation You send them work Trigger: an inspection or compliance deadline lands 57 match strength out of 100
- 6 Attorney Employment & Labor Two-way Trigger: an inspection or compliance deadline lands 56 match strength out of 100
Knowing the names is half of it. We will send the list with what to say to each one. Send me my list ↑
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. Give someone nine choices and they pick none, so we have marked the one to start with.
- 1 LinkedIn groups & local B2B communities Your pick Your partners are in this room: facility managers, IT and managed service providers, and cybersecurity firms. Chapter finder →
- 2 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. Chapter finder →
- 3 Software & platform user groups Your partners are in this room: facility managers and IT and managed service providers.
- 4 IT channel & MSP peer associations Your partners are in this room: IT and managed service providers and cybersecurity firms. Chapter finder →
- 5 Restaurant & lodging association Your partners are in this room: commercial kitchen equipment companies and restaurants. Chapter finder →
- 6 Vistage Your partners are in this room: IT and managed service providers, HR consultants and PEOs, and business bankers. Chapter finder →
- 7 CAI (Community Associations Institute) Your partner is in this room: community association managers. Chapter finder →
- 8 CAI chapter trade show & expo Your partner is in this room: community association managers. Chapter finder →
- 1 LinkedIn groups & local B2B communities Your pick Your partners are in this room: facility managers, IT and managed service providers, and cybersecurity firms. Chapter finder →
- 2 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. Chapter finder →
- 3 Software & platform user groups Your partners are in this room: facility managers and IT and managed service providers.
- 4 IT channel & MSP peer associations Your partners are in this room: IT and managed service providers and cybersecurity firms. Chapter finder →
- 5 Restaurant & lodging association Your partners are in this room: commercial kitchen equipment companies and restaurants. Chapter finder →
- 6 Vistage Your partners are in this room: IT and managed service providers, HR consultants and PEOs, and business bankers. Chapter finder →
- 7 CAI Southeast Florida chapter Your partner is in this room: community association managers. Chapter finder →
- 8 CAI chapter trade show & expo Your partner is in this room: community association managers. 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.
These rooms meet on real dates. We will send you the next ones for your area. Send me the dates ↑
Is your seat open?
Prime Time takes one Shredding & Document Management per chapter. Put a South Florida ZIP into the form above and we will show you which seats are open.
Add your ZIP code in the form above to see which seats are open. Go to the form ↑
Prime Time doesn't operate where you are yet.
We have chapters across 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 roomsWant this as a list you can act on?
Send it to yourself: the partners above, the rooms ranked for shredding and records companies, and the next meeting dates for your area.
Send me my list