Client Introductions Tracker

Use this tool to track the progress and status of introductions your clients have made to their friends, family, and colleagues. Download

Referral Letter Template and Example

Use this resource as a “cheat sheet” for developing a compelling letter that asks for introductions from your clients in an authentic manner.  Includes template…

Passion Prospecting Event Ideas

Use this list to jump-start your brainstorming process for fun event ideas for passion prospecting and other small client events. Download

Passion Prospecting Checklist

Use this checklist to prepare for and execute a successful passion prospecting event with clients and prospects. Download

Ideal Client Workbook

Use this workbook to develop a clear outline of your ideal (target) client. Download