Great for those you haven’t talked to in a while, whether it’s through Facebook, Instagram, or even your contacts.

STEP 1:

Create a reason to reconnect:

“ I was remembering that one time...” “I saw a photo of us”, “your profile popped up on my feed", "How Have You Been?"

STEP 2:

Catch up with them

STEP 3:

Ask The Question...

"What are you doing for work?"

They Answer

"That's Awesome, Do You Love It?" (Not “LIKE” but “LOVE”, anything outside of “LOVE” means that they are easily recruitable. If they say LOVE, I would use Option 2 from the Close Friend recruiting SOP)

STEP 4:

"We Need To Hang Out Sometime. What's Your Number?" (If it’s through text, you obviously wouldn’t ask for their number)

STEP 5:

24 Hours Later Shoot Them a Text "It Was Great Talking To You, I Look Forward To Hanging Out Soon"

STEP 6:

48 hours later, shoot them a referral text or call using the script below:

“Hey _____ how are you? This is actually crazy, but the financial firm I'm with just told me that we are going to be expanding and asked me if I knew anyone who I think could be a good fit. Since we just spoke the other day, I was thinking of you. I know you don’t have a background in this space, and neither did I, but it’s super fulfilling, the income opportunities are great, and I really think you would love it. Obviously, I can't guarantee anything, but if I refer you, would you be open to having a conversation with one of the expansion directors?

They say yes

STEP 7:

Trainer calls using the three good-quality scripts:

“Hello, may I speak to (NAME)? How is it going (NAME) my name is (TRAINER) and your good friend ________ referred you to us, do you know _________? Awesome.

Well, I'm not sure if he told you or not, but we asked him if he knew anyone that he thought could be a great fit, and he thought of you. (AGENT) said that you were _________, ___________, and _________, are these great things true about you? Well, that's good to hear. I really like (AGENT) and know he's not the type of person that would refer anyone over to us, so based on his recommendation, we wanted to set up an interview with you in the next day or so to get to know you more and give more clarity on the positions to see if it's a good fit. What does your schedule look like tomorrow?"

SCHEDULE THE APPOINTMENT