Advanced Relationship Manager
Contacts
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Data Management
Data Management
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Basic Info
Traits
Interactions
Points System
Favorite Subjects
Plans
History
Phone
Category
Best Time to Talk
Last Interaction
Interaction Frequency
Total Time Invested
Net Score
Notes
Positive
Negative
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Neutral
Positive
Negative
Meeting
Phone Call
+0
Positive Points
0
Net Score
-0
Negative Points
Positive Behaviors
+5 Points: Small positive actions
+10 Points: Medium positive actions
+20 Points: Significant positive actions
+50 Points: Exceptional positive actions
Negative Behaviors
-5 Points: Minor annoyances
-10 Points: Moderate issues
-20 Points: Serious problems
-50 Points: Major violations
-100 Points: Relationship enders
Consequences Based on Negative Points
- -30 Points: 40 days reduced contact (no favors, limited interaction)
- -50 Points: 30 months major distance (no financial/physical help)
- -100 Points: Permanent cutoff (unacceptable behavior)
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Plan
Meeting
Phone Call
1. Structured Opening
Make a strong first impression by setting the purpose immediately in the first five seconds.
Purpose Statement
Additional Notes
2. Three Point Rule
Limit the main points to three for better retention.
Point 1
Point 2
Point 3
3. Time Boxing
Set clear time limits for the call to stay focused and respectful of everyone’s time.
Time Limit (minutes)
Time Allocation Notes
4. Pre-Call Research
Do some research about the topic before the call to be well-prepared.
Research Notes
Sources
5. Objection Preparation
Prepare responses for potential objections to respond confidently.
Potential Objection 1
Response 1
Potential Objection 2
Response 2
6. Goal Clarity
Define the primary and secondary call objectives to keep the conversation focused and measurable.
Primary Goal
Secondary Goal
Success Metrics
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