The Navigator

12 Step Process for Enlisting Your Center of Influences (COIs)

For a step-by-step guide to enlist centers of influence, download the manual.

Step 1 – Initial Contact

Step 2 – Schedule Visit

Step 3 – Profile COI

STEP 4 – Schedule Next Meeting

STEP 5 – Identify Opportunities

STEP 6 – Draft Business Description

STEP 7 – Secure Meeting with COI and your Contact

STEP 8 – Facilitate Joint Meeting

STEP 9 – Provide Your Ideal Client Profile and Identify Opportunities

STEP 10 – Provide Draft Business Description

STEP 11 – Introductory Meet and Greet

STEP 12 – On‐going Communications and Maintaining the Relationship

 

For access to sample phone scripts, email templates, the profiler, and talking points, refer to our Toolbox.

Share Thoughts

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out / Change )

Twitter picture

You are commenting using your Twitter account. Log Out / Change )

Facebook photo

You are commenting using your Facebook account. Log Out / Change )

Google+ photo

You are commenting using your Google+ account. Log Out / Change )

Connecting to %s