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You are going to want to manage your time and efforts by using a spreadsheet that should be shared with your portfolio team and kept up to date. Organizing and managing your prospects with your team will save you a lot of time and energy.
Find the instructions on how to use the template on the first sheet.
- Start building your Prospecting Spreadsheet with employer contacts you have researched and are planning to reach out to and who are not already in your database.
- Once you have initially connected on the phone or via email with an employer contact and they have shown interest, want more information or would like to schedule a meeting add them to your database as a prospect.
