Prospect Basics
First Name
Last Name
Phone
*
Email
*
Company Name
Website
Location City + State
City and State
Relationship Context
How do you know them?
Friend
Client
Past Client
Referral Partner
Met at Event
Online Connection
Other
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If other, how:
Strength of Relationship
Warm
Already asked for help
Needs to build trust
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Important notes for Megan
Other valuable information: people you both know, best way to approach, preferred intro style
Next step
Shawn to introduce to Megan
Megan to contact directly
Shawn to contact directly
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Business Snapshot
Industry
Industry
Revenue Range
Under 250k
250k - 500k
500k - 1M
1M - 3M
3M+
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Main offer info:
Biggest constraint or need right now:
Offer Fit and Urgency
Best fit offer
TAE Base Membership
Mastermind Guest Pass
The Conclave
Mastermind Membership
Private Coaching
Executive Partnership
Team Training/Discovery Day
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Expected Capacity to Invest
Under 5k
5-15k
15k-50k
50k Plus
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Lead Source
Owner
Pipeline
Pipeline Stage
Tag
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