How to make a list of Prospects?

Who are Prospect?

Prospects are the potential clients/lead for our products whom we will reach out with our products. 

Prospect List Categories-

F – Friends

R – Relatives

E – Ex. Colleagues

N – Neighbours

D – Daily acquaintances

 

Take for Example – Advisor – Pankaj Mehta

 

Pankaj’s has following immediate family members.

 


Do the prospecting in the following way –

 

1. Friends

Pankaj’s Mother’s close Friends – 10

Pankaj’s Father’s close friends - 8

Pankaj’s Grand Mother’s close friends - 5

Pankaj’s Grand Father’s close friends - 6

Pankaj’s Elder Brother’s close friends - 3

 

Total Prospects in Friends category - 32

 

2. Relatives

Pankaj’s Mother’s Relatives – 5

(Maternal – Example Maternal Aunt, Maternal Uncles)

Pankaj’s Father’s Relatives – 8

(Paternal – Example Paternal Aunt, Paternal Uncles)

Pankaj’s Grand Mother’s Relatives – 3

(Example – Grand Mother’s brothers and sisters)

Pankaj’s Grand Father’s Relatives – 3

(Example – Grand Father’s brothers and sisters)

Pankaj’s Elder Brother’s Relative – Not Applicable

 

Total Prospects in Relatives category - 19

  

3. Colleagues/Business Partners

Pankaj’s Mother’s Colleagues/Business Partners (if working) – 7

Pankaj’s Father’s Colleagues/Business Partners - 8

Pankaj’s Grand Mother’s Colleagues/Business Partners – Not Applicable

Pankaj’s Grand Father’s Colleagues/Business Partners - 5

Pankaj’s Elder Brother’s Colleagues/Business Partners - 6

 

Total Prospects in Colleagues/Business Partners category - 26

 

4.Neighbours

Pankaj’s Neighbourhood Families - 10


Total Prospects in Neighbours category - 10

 

5. Daily Acquaintances

Tuition Teachers - 1

College Teachers - 5

Acquaintances - 3

Parents of friends - 3

Family Doctor - 1

Household Help - 1

Nearby Shopkeepers - 4

Gym Instructor - 1

Any other prospect - 2

 

Total Prospects in Daily Acquaintances category - 21


Total Prospects from all categories - 108


Next Step -  Write the names of all 100+ Prospects identified and circle the soft targets/prospects to start selling with.

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Last modified: Thursday, 9 May 2019, 08:06