1. QUICK HIT PIPELINE BUILDING TOOL

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

3. Ideal Client Profile:
Client Profile Info Here

4. 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

5. 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

6. 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 s
Take Different Routes
Call on Neighbors
T.A.L.E.’s
Development Groups