QUICK HIT PIPELINE BUILDING TOOL

Priority Pipeline Building Lost Business Cross Sell Lost Opportunities Social Relationships Professional Relationships COINS Professional Group Targets Targeted Businesses Referrals and Introductions Cold Call

Ideal Client Profile: Client Profile Info Here

Pipeline Strategies Strategy H M L First Action Ideal Client Profile Internal Referrals Seminars Carrier Reps Family Friends Country Clubs / Social Target Newsletters War Room Ask for Help / Advice

Pipeline Strategies Strategy H M L First Action COIN Management Association Membership Board of Directors Pipeline Retreats Networking Groups Agency Owns Leads (move) Social Networking Volunteer Work Drive By Government Web Sites

Pipeline Strategies Strategy H M L First Action Internal Company Ask Webinars Direct Mail Training Programs Write Articles Local Journals – Call in Ref. Industry Niche Emails Take Different Routes Call on Neighbors T.A.L.E.’s Development Groups