Progress Reminder
Week 29
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1. Contact potential strategic partners to schedule discovery meetings. Working from the list of potential strategic partners you have already created, reach out to those professionals to schedule an initial meeting to conduct discovery. Use the suggested scripting found in Strategy 9 as you place these calls, and follow up each call with a confirmation email.
2. Fully leverage your second-opinion service. You should already be making the second-opinion offer at each Mutual Commitment Meeting, 45-Day Follow-up Meeting and Regular Progress Meeting. If you have any clients to whom you have not yet made the offer in person, reach out to them via email. Strategy 5 provides both email templates and a customizable flyer for making the offer by email.