HOW TO SET UP A CONNECTION FROM A REFERRAL:
In an ideal world the connector/ referral partner (your dad) does a 3 way text message.
Something like
" Prospect name meet Elizabeth"
" Elizabeth meet Prospect name"
Thought you might like to connect.
Then you'd reply in the text
Hi (name)
Great to connect with you. Happy to chat.
I have 2 pm and 7 pm today. Do either of those work? Or I actually have a few minutes now to talk if that works.
Then wait for their reply.
And voila a perfect Call 1 is booked. ✅💯
Now of course, most people are not used to referring to us - but once we have a calendar link those are great. But even better is to send a message. AND this strategy DID work to book a call - so that is good. 💯🙌
SO in an ideal world:
THE WAY TO REACH OUT TO A POSSIBLE REFERRED LEAD:
Send a TEXT message and BOOK the call 1. (rather than phone out of the blue)
Hi Prospect name.
Elizabeth here. Referral person said we should chat.
Happy to do a quick connect. I have 2 pm and 7 pm today. Do either of those work?
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So in your particular instance the question is did SHE want the call?? We'll never really know or whether she was just being nice.
So I like THEM to come to us. But you immediately reach out and light and easy see if she has a moment now.