Prep talking points for the warm-up conversation
Packaged know-how that tells an agent how to do a job well.
You might say…
“I have the meeting but I'll probably ramble about what I do for fifteen minutes and leave without knowing if they can actually refer me — this gives me the frame so the conversation goes somewhere.”
What it does
Builds the brief for a first coffee or call — how to frame the firm, the mutual-fit angle, and questions that surface where their client base overlaps — so the conversation lands as relationship-building, not a pitch.
Trigger: Use ahead of a live first meeting with a new referrer candidate to prepare the structure and questions.
I/O: Referrer profile, firm positioning → talking points brief (firm framing, mutual-fit angle, overlap-surfacing questions)
Recognise the problem?
The primitives are the commodity part. The fastest next step is a conversation about composing them into something that works for you.
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