Prospect Bio Sheet
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UFO/Dist. Name |
____________________ |
Three-way or kickoff |
|
Telephone No. |
____________________ |
Date |
_________ |
|
AJG Extension |
____________________ |
Time |
_________ |
Prospect’s Name |
_______________________________ |
|
Home Town |
_______________________________ |
|
Telephone No. |
_______________________________ |
|
Family information |
_________________________________________ |
Occupation |
_________________________________________ |
|
Recreation |
_________________________________________ |
Please explain how you know or met this person:
What is present status of prospect (What do they know about Market
America / What info have they received / What products are they using /
What meetings have they plugged into, etc)?
Circle Hot Button — Why would this person look at the business?
Money: Supplemental / Ongoing Income / College Fund / Retirement
Time Freedom / more vacation time
Career Change / Sick & Tired / Downsized / Burnt Out
Work from Home / Be own boss/ Tax write-offs
Helping Others / Capitalize on contacts
Circle 3 (Three) Positive Characteristics:
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Well-connected |
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Friendly/Fun |
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Enthusiastic |
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Go-getter/Ambitious |
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People Person |
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Professional |
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Sharp / Dynamic |
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Entrepreneurial |
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Hardworking |
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Sense of Humor |
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Great Salesperson |
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Open-minded |
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Business owner |
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Outgoing |
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Intelligent |
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Well-respected |
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Influential |
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Business-minded |
|
Circle Approach: |
Direct |
Evaluation |
Referral |
| 
