Stage 5 · Lesson 3 of 7
Referral asks and a simple pipeline
Keep every , meaning every possible , in a simple table. Record the name, where they came from, the stage they are at (contacted, replied, call, proposal, won, lost) and the next action with a date. This table is your .
It turns hoping into a routine. It also shows which source brings replies, whether , outreach or posts, so you can do more of what works. When someone helps you, thank them and tell them how it went.
When a project goes well, practise : does that client know one other business with the same problem? A tool like Notion or a spreadsheet is enough.
Common traprelying on memory, so follow-ups slip and interested prospects quietly go cold while you look for new ones.
A question to check yourself, an AI practice session and 2 cheat sheet entries come when you add the roadmap to your account. Add it