Page 1 of 1

January Call

Name

Did you make a New Year's Resolution/do you believe in them?

Any big plans or goals this year?

Any big trips or vacations planned?

Do you have a bucket list? What's on it or what would be on it?

What are you most looking forward to? What project most excites you?

What is your biggest challenge right now? What have you tried so far? What are you going to do next? By when? How can I help?

What is your typical/key contact/client? Who are you hoping to meet this year?

Who is the most successful person you know? If you were looking for growth, who would you go to? (GET INTRO!!!)

Anything else you need to mention... Event, question, advice, etc.