This is where the magic happens.
For every lead, explain what happened, how the call went and what the next steps are.
💡 Examples:
1. Cool guy, was a good fit, sent proposal, waiting to close
2. Not a good fit, was confused about what we offer
3. Booked a call but didn't show up, trying to reschedule
4. Had a call, thought that they would get referrals from us
5. etc
PARTNERSHIPS
✍🏻 Notes:
✍🏻 Notes:
✍🏻 Notes:
REFERRALS