Stairstep Questions

Use the questions in this resource during your first meeting with a prospect to learn how you can add value to their situation. Download

Discovery Questions

Use the questions in this resource to connect with clients and prospects and help build trust, rapport, and loyal relationships. Download

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