Build, Qualify & Contact Your List
Your Training List
Track your contacts here. Fill in what you know — you can complete the rest later. Start with 25 names.
| # | Name | Phone | $30k+ | Married | Children | 25-55 | Homeowner | Notes |
|---|
For an online training list visit qrcodes.at/traininglist
Build Your List
Start with the people you already know. Write down every name that comes to mind — don't pre-judge.
- If your car broke down at 3am and there were no Ubers or taxis around — who would you call for help?
- If you got married (or renewed your vows), who would be in your wedding party?
- When something great or terrible happens, who's the first person you want to tell?
- Who do you find yourself talking to regularly, even when you're both busy?
- Go to your call history — enter the name of the last 5 people you called or received calls from.
- In your text messages — enter the name of the last 5 people you sent or received a text from.
- In Facebook Messenger and Instagram — enter the name of the last 5 people you messaged.
- Check your last Facebook post — who liked or commented on it?
Qualify Your List
Makes the Best Clients
Married • Age 25-55 • Children • Homeowner / Renting • Occupation • $30k+ income
Makes the Best Team Mates
Sales background • Teaching • Enthusiastic • Ambitious • Motivated
Contact Your List
Use these 4 points to nail every appointment. Keep it natural — be yourself.
Don't tell them how YOU can help them. That can come off as insulting. The goal is to show them what you're doing and ask for their help making connections — not to sell them anything.
Start With Your Easy Three
Pick 3 couples you're most comfortable with — people who could help connect you to new opportunities.
| Date | Time | Name |
|---|---|---|