Now that you have this process to approach prospects, it's time to make a plan for sharing what you've learned. Here's your action task. Make a plan to apply this new meeting plan with 10 existing clients. Use the framework below to identify your list of top 10 relationships that you'll contact. It's a very simple process. List the top 10 relationships that you will contact. So what are their names? What's the best result that could come from meeting with each of them and when will you complete meeting with each of them?

Assessments