Host Zoom Introducing Professionals (ZIP) Meetings: Create Your Own Meetings with Expert Support
Hosting your own Zoom Introducing Professionals (ZIP) meeting is one of the most effective ways to strengthen relationships, generate referrals, and grow your network. You can do it with the guidance of The Referral Navigator. With Jeff Tockman as your moderator and his team supporting you behind the scenes, you’ll have everything you need to make your meetings organized, engaging, and impactful.
Why Run a ZIP Meeting?
Running your own ZIP meeting positions you as the connector who brings people together. It creates:
●Stronger relationships with your referral partners
●New business opportunities
●Increased visibility and credibility
We are there to support you through planning, invitations, confirmations, the meeting itself, and the follow-up process. A busy professional will typically give us the feedback that this hour is their most productive hour of networking each month.
Tools for an Organized and Easy-to-Manage Meeting
We provide a customized ZIP tracker database that helps you stay in control of every meeting. This tool includes:
Priority Ranking for Invitees
Jeff works with you to review these rankings, offering perspective while you make the final call. A: High-priority guests you want to invest the most time and effort to invite. B: Valuable contacts you’d like to include. C: Lower-priority guests who can be invited if needed. D: People you won’t invite.
Interaction Notes
We track all communication and feedback including invitations, conversations, RSVPs, and comments. After each meeting, we update this section with attendance records and notes about who was mentioned.
Event-Specific RSVP Tracking
For each meeting, we add a new tool to monitor people to be invited, who might be invited, who were invited, who did RSVPs (Yes, Maybe, or No), and who did attend.
Comprehensive Contact Information
We track the following for each invitee: Name, phone numbers, email, company name, title, business category, website, LinkedIn profile, and a short description of their work.
Templates
We have several templates to be used for this ZIP such as Templates for invitations, conversation talking points for invitations, attendance confirmations, meeting overview with format/agenda and confirmed attendees, meeting summary, and follow up on requested introductions.
A Structured and Engaged Meeting
Each ZIP meeting follows a proven format designed to spotlight every participant and help you get new connections from everyone you invite.
In the first part, starting with the host, each person describes, to the best of their ability and based on the professional category of the other attendees, the next attendee’s ideal clients, the advice/service they offer, their ideal referral sources, and how they are compensated.
In the second part, each person talks about a trusted professional outside the group, sharing both what they value about that partner and what that partner values about them.
In the third and final part, the host and each attendee decide who they want to introduce to someone outside the meeting, and have the opportunity to request an introduction to anyone mentioned in the second part of the meeting.
Throughout the meeting Jeff’s virtual assistant is sending messages in the chat panel to provide valuable information to the attendees including contact details for each person and guidance on the upcoming section so everyone is clear on each step of the meeting.
As the moderator, Jeff keeps the meeting running smoothly, balancing a professional pace with a personal touch, ensuring your guests feel appreciated and connected.
Notes are gathered from chat messages sent during the call, notes Jeff takes, notes his assistant takes, and the Zoom AI is taking comprehensive notes as well.
Follow-Up That Build Results
After the meeting, our team creates a detailed follow-up email for all participants. It includes:
● Full attendee list with contact details
● Participant bios and profiles
● Professionals mentioned during the call (with website/LinkedIn links)
● Notes on requested introductions and follow-up opportunities
Jeff then works with you to prioritize your next steps, so you focus on the most valuable introductions and 1-on-1 meetings you want to have. This way, you maximize your results without feeling overwhelmed.
Set a Call with The Referral Navigator
Your relationships are your greatest business asset. Let’s help you grow them with ZIP meetings. Let’s schedule a call to discuss how we can help you host your own ZIP meetings that will benefit your business.
Jeff Tockman, JD, MBA
Owner, The Referral Navigator
Business Development Consultant
Delray Beach, FL
TheReferralNavigator.com
LinkedIn.com/in/JeffTockman
Jeff@TheReferralNavigator.com
TheReferralNavigator@gmail.com
561-922-9321 direct/mobile