Build Your Funnel

buildyourbook.org

Passive

Active

Hot

Monica PRM

Contact Roulette

Mailchimp/Substack

Routine Contact

Your CRM
Dedicated Plan

Category 1

Category 2

Category 3

Can cascade downwards

Can cross categories

Each category requires a different strategy

Passive

Active

Red Hot

Your Goal is to get them to the finish line

Passive

• Birthdays
• Holidays
• Make up your own "day"
• Your PRM for ideas
• Outreach for ideas, connections.
• Perhaps a monthly personal newsletter.
• LinkedIn/Social Media

Active

• Birthdays
• Holidays
• Professional news/articles/etc
• Outreach for ideas, connections, business.
• Monthly newsletter to remind them you exist for business.
• Email sequences.

Do you have an ethical bait for them?

Red Hot

• Birthdays, Holidays
• Phone Calls
• CRM templates
• Email sequences
• Monthly Newsletter
• 2 sided intros

Your Task

With each outreach you do, categorize them into a "bucket".

Develop a plan for each "bucket". What are the touchpoints you want to initiate? How will you do it (tools/technology).