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
Tag: Introductions
Proactive Introduction Plan
Use this tool to remind yourself why it’s important to ask clients for introductions. Download
Convince Yourself First Exercise
Use this tool to remind yourself why it’s important to ask clients for introductions. 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