March 28th, 2009 | 1 Comment »


I like introducing people to each other that I see as solid business fits and would like to make these introductions over the phone. I may know a soccer team that should be introduced to a photographer, or a business person that need insurance. What is the proper way to make a phone introduction?

I **** just passing phone numbers…just call this guy. I think a personal introduction over the phone helps the process move better and closes more business for my friends.

NOT looking for 3-way tech solutions…I’m interested in SOFT solutions, e.g.

1) Call customer i’d like to introduce you to Jane she’s an excellent Doctor; do you have a minute now?

2) Call Jane I have Joe on the other line; He’s interested in your service

3) Put them together Jane, Joe, Joe, Jane this is the person I told you about…she is excellent, and has personally fixed my Dermatology issues

4) blah, blah

Posted in Etiquette
January 15th, 2009 | 9 Comments »


for something personal…not business related. its not your direct boss but one of them

businessweek.com
Posted in Etiquette