How to use My Morning Five with Buffini's Work by Referral system

What Work by Referral asks you to do

Brian Buffini's Work by Referral system is built on one idea: the people who already know you are the most reliable source of new business. In practice, that means a few steady habits.

• Sort your database by how likely each person is to refer you. Buffini groups contacts into A's, B's and C's, and suggests removing the D's. The guidance is to invest in your best relationships and systemize the rest.
• Send something useful every month. An item of value by mail and an eReport by email keep you in front of everyone.
• Follow up personally. Calls, handwritten notes and pop-bys, a short visit with a small gift, are what turn a mailing into a relationship.

Where agents get stuck

The monthly mailings are easy to put on autopilot. The personal part is harder. It depends on remembering who to call today, what you talked about last time, and what is going on in their life, all on a day that is already full of showings and paperwork. That is usually where the system slips.

How My Morning Five fits

My Morning Five is a daily relationship app. Each morning it gives you five people from your sphere, a reason to reach out to each one, and the details you saved about them. It is built for the personal touches Work by Referral depends on.

• Follow-up calls: instead of opening your database and deciding who to call, you start with five people and a reason for each.
• Handwritten notes: the details you saved, like a new puppy or a garden they are planning, are right there, so the note is about them. You can also send a physical handwritten card through the app, purchased separately.
• Pop-bys: home anniversaries, birthdays and other special days give you a natural reason to stop by, and you can note what you brought for next time.
• Your A+ and A clients: start with the people who refer you most. They are the relationships Buffini says to invest in, and the ones you least want to lose track of.

What My Morning Five does not replace

My Morning Five is not a CRM, and it does not send mailings or eReports. If you use Referral Maker or another CRM for your monthly item of value, keep doing that. My Morning Five handles the daily habit of personal contact, and you send every message yourself.

A simple way to start

1. Add five of your A+ clients to a free workspace.
2. Each morning, reach out to the five people My Morning Five gives you. A text, a call or a note all count.
3. After each conversation, save one detail you learned.
4. When the habit sticks, add the rest of your A's with a membership.

Frequently asked questions

Is My Morning Five affiliated with Buffini & Company?

No. My Morning Five is an independent app. This page explains how agents who follow the Work by Referral system can use the two together.

Can I use it alongside Referral Maker CRM?

Yes. Keep your CRM for mailings, transactions and your full database. Add the people you want to stay personally close to in My Morning Five, from your phone's contacts, a spreadsheet, or by hand.

Does My Morning Five send messages for me?

No. You review and send every message yourself. Optional AI writing help can suggest wording, and the app asks for permission before sharing any information for it.

What does it cost?

You can start free with up to five people. Membership is $34 a month or $340 a year, with a 30-day money-back guarantee on your first payment.