Steps Flashcards
1
Q
Step 1
A
Prospecting
Tier 1
Tier 2
Tier 3
2
Q
Step 2
A
Cold Calling
3
Q
Step 3
A
First Meeting
4
Q
Step 4
A
Thank you Note
Thank them for the opportunity to fill a REQ
5
Q
Step 5
A
Tickle Calls Following up “Add Tasks” Re introduce Personal Professional
6
Q
Step 6
A
Meals
7
Q
Step 7
A
Promotional Gear
Food
Swag
8
Q
Step 8
A
Out of Office Activity
Golf, sporting events etc