Member Recruitment & Enrollment
Leads Pipeline
Lead Generation
Find prospects and qualify them for a REF Member role.
1. Lead Gen Guidelines
2. Member Profiles
3. Lead Gen Engines
3.1. Outreach Campaigns
- Guidelines
- Top: Invite to IMI & Events
- Key: How to arrange a meeting with a prospect's CEO
3.2. Ambassador System
- Guidelines
- Corporate / Corp Amb Agreement
- Individual / Ind Amb Agreement
3.3. Annual In-Forum Group Design
Guidelines | PPT Template
4. Prospecting Event: Taste of REF
5. Tools & Resources
5.1. Prospects List (% Trackers): Top | Key
5.2. LinkedIn & Sales Navigator: Guidelines | Best Practices
5.3. Hacks Guidelines
Lead Development
Invite prospects to the Initial Member Interview (IMI) and follow up until securing a meeting.
2. How to ask for an IMI (Top)
Leads from FL Own Network | Ambassador
3. LinkedIn Automation Tool
MeetAlfred | Tool Comparison
4. Scheduling Tool: Calendly
5. REF Presentation
Organization | Member Role
Closing Process
Initial Member Interview (IMI)
Understand the IMI Structure and Script designed for the REF Membership type you're recruiting and use the IMI Cheat Sheet to guide your meeting.
1. Top Executive
Structure | Script | Cheat Sheet
2. Key Executive Horizontal
Structure | Script | Cheat Sheet
3. Key Executive Vertical
Structure | Script | Cheat Sheet
4. Key Executive Referral from a CEO
Structure | Script
5. Objections Management
6. REF Presentations
Organization | Member Role One Pager (PDF) | One Pager (Editable)
7. Invitation Letter
Top | Key (addressed to their CEO)
8. Post IMI Templates
Preboarding
Preboard after the IMI; clarify open questions and deepen understanding through the Initial Member Form.
Guidelines: International | US
1. Initial Member Form: International | US
2. NDA & Code of Conduct
Onboarding
Onboard the Member using the Member Enrollment Form.
1. Initial Member Presentation (Template)
Leads Pipeline
Lead Generation
Find prospects and qualify them for a REF Member role.
Lead Gen Guidelines
Member Profiles
Lead Gen Engines
- Outreach Campaigns:
Guidelines
Top: Invite to IMI & Events
Key: How to arrange a meeting with the CEO (non REF)
- Ambassador System:
Guidelines
Corporate / Corp Amb Agreement
Individual / Ind Amb Agreement
- Annual In-Forum Group Design:
Guidelines
PPT Template
Tools & Resources
Prospecting Event: Taste of REF
Prospects List (% Tracker): Top | Key
LinkedIn & Sales Navigator: Guidelines | Best Practices
Hacks Guidelines
Lead Development
Invite prospects to the Initial Member Interview (IMI) and follow up until securing a meeting
- Guidelines: Top Executive | Key Executive
- How to ask for an IMI (Top Executive) - Leads from FL Own Network | Ambassador
- LinkedIn Automation Tool: MeetAlfred | Tool Comparison
- Scheduling Tool: Calendly
- REF Presentation: Organization | Member Role
Closing Process
Understand the IMI Structure and Script designed for the REF Membership type you're recruiting and use the IMI Cheat Sheet to guide your meeting.
Resources
Structure | Script | Cheat Sheet
2. Key Executive Horizontal
Structure | Script | Cheat Sheet
3. Key Executive Vertical
Structure | Script | Cheat Sheet
4. Key Executive Referral from a CEO
Structure | Script
5. Objections Management
6. REF Presentations
Organization | Member Role
One Pager (PDF) | One Pager (Editable)
7. Invitation Letter
Top | Key (addressed to their CEO)
Preboard after the IMI; clarify open questions and deepen understanding through the Initial Member Form.
Resources
Onboard the Member using the Member Enrollment Form.
Resources
2. Group Introduction
3. Lifeline Exercise
4. Member Registration Process (International)
5. US-Only Billing Forms:
Credit Card Form | EFT
6. REF's Values
© 2026 REF Global · REF Academy Need help? Contact us
Alexa Kossuth | Senior Knowledge Manager | akossuth@ref.global
Alejandra Vilchez | Knowledge Coordinator | avilchez@ref.global