Referral Roundtables

referralroundtables

We are excited to announce the launching of our new leads program called Referral Roundtables.  The mission of Referral Roundtables is to increase business of the Newport Chamber of Commerce members by building relationships and through the exchange of referrals.  This program is designed  to gather different types of businesses together (1 per business category) two times a month to generate and pass leads to each other.  We have two Referral Roundtables available right now and are planning on opening more in the future.  Each Roundtable will grow to a maximum number of twenty five different businesses.

As a Referral Roundtable member you will learn how to pass and receive leads, meet and develop strategic business partners and learn from business speakers throughout the year.


There are currently two Wednesday Referral Roundtable meeting times…

  • Wednesday AM Group – Meets on the first and third Wednesday of each month at 7:15am ending at 8:30am.
    • This group has been meeting already and has been key in helping us develop and create the processes moving forward.  As a result they already have several categories filled but there are still some openings.
  • Wednesday PM Group – meets at 12:30 pm until 1:45 the second and fourth Wednesday of each month.
    • The management team already has a few of the categories filled.

 


If your category is filled you may fill out an application anyway and request to be put on the wait list to go through the process of getting into the  group.  Referral Roundtables are for members only.  If you are interested in Referral Roundtables and are not yet a member, you may visit one meeting.

If you are interested  please read through the guidelines so that you understand the commitment and process.  If it is something you want to pursue and want to attend a meeting, please contact Pam Smith.

Pam Smith
Director of Member Services
(949) 729-4411
psmith@newportbeach.com

Global Business People Corporate Meeting Success Growth Concept

Referral Roundtable Application

(Downloadable PDF)

Referral Roundtable Guidelines

(Downloadable PDF)

Click the Tabs below to check the Current Category Availability

Wednesday AM Group

Categories Currently Filled

  • Attorney-Labor & Employment
  • Attorney-Estate Planning/Wills & Trusts
  • Attorney-Personal Injury
  • Financial Services
  • Mortgage
  • Commercial Real Estate
  • Residential Real Estate
  • Insurance – Property & Casualty
  • Insurance – Employee Benefits
  • Chiropractic Services
  • Non-Profit Management
  • Payroll Services
  • Health & Fitness
  • CPA
  • Marketing Services

Available Categories

  • Attorney-Criminal
  • Bank-Commercial Lending
  • Merchant Services
  • Life Insurance
  • Printing Services
  • Promotional Items
  • Miscellaneous
  • Business Coach
  • Niche Categories
  • IT/Website Services
  • Human Resources
  • Contractor

Wednesday PM Group

Categories Currently Filled

  • Attorney – Estate Planning
  • CPA
  • Insurance Property & Casual
  • Financial Services
  • Mortgage Services
  • Residential Real Estate
  • Publishing – Miscellaneous
  • Commercial Real Estate
  • Commercial Banking
  • Chiropractic Care
  • Travel
  • Home Care
  • Publishing
  • Travel
  • Public Relations

Available Categories

  • Attorney-Labor & Employment
  • Attorney-Criminal
  • Attorney-Personal Injury
  • Contractor
  • Merchant Services
  • Life Insurance
  • Printing Services
  • Promotional Items
  • IT Services
  • Non Profit
  • Payroll
  • Miscellaneous
  • Health & Wellness
  • Human Resources
  • Business Coach
  • Niche Categories