The work starts here

Finish
the next step.

Three people to understand. One introduction with a reason. One follow-up with a time.

The 3 · 1 · 1 Rule

The meeting ends at 4:30.
The work starts at 4:31.

A contact becomes a relationship when somebody makes the next move. Put yours on the page before you leave. This personal plan stays in this browser. Keep private client details in the system you already use.

3people to save

Person 1Person 2Person 3

1warm introduction to send1follow up to bookBefore the next roomone move you will repeat

The referral switchboard

Put the right two people together.

Choose the action. Pick the people. Use the listed contact information and review the introduction before sending.

Who is giving it?Who should receive it?

Person being referredPhoneEmail recommendedWhat do they need?

They gave me permission to share these details for this introduction.

Select a member to see the receiving address. Use your own name. This is an email introduction. Track the next step in your usual system.

TNA emails the handoff to the listed member address, the referrer when an email is listed, and TNA. The person being referred is not automatically emailed.