- Step 4 -
Call, text, or email 1 person
We all know that meaningful conversations win business. However, three things tend to get in the way:
- Who should I talk to?
- What should I say?
- How do I maintain follow up?
That's where First comes in! You've used your Opportunities List to find someone you'd like to talk to, we'll help you with what to say, and Next Steps will ensure you never forget to follow up.
Tips to start the conversation:
It can be difficult to know what to say when you haven't talked with someone in a while; here are some more ideas for breaking the ice!
What made you reach out:
- “Hi X! I came across your name when I was going through some old emails and wanted to say hello.”
- “I so enjoyed meeting you at X. I wish I had been better about staying in touch.”
What you want to do next:
- “Do you have time to catch up over the phone soon?"
- "There’s a great coffee shop by your house where we could meet up!”
After you call, text, or email someone from the app, we prompt you to create a Next Step so you never forget to follow up!
Your goal today: Call, text, or email 1 person from the app!