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).