The first time you talk to a prospect or potential partner it's easy to... just talk. You might take some notes, but when you don't follow-up right away, you risk your retention simply eroding away. It's hard enough to absorb all the details, much less capture the patterns and trends. We created the Focus Finder to address this challenge, and we use it on almost all of our 'first points of contact' because if we don't have a record of it, did it even happen?
There are many ways to use the template. We find going clock-wise from upper-left to lower-right is the best approach. Bear in mind that this is simply an outline and you can use it how you see fit. We encourage you to find what works for you; leverage the template and iterate over time. We would love your feedback when you get a chance...join our community here.
The Focus Finder is a quick-start workshop and also a lightweight artifact for reference. A link to a Mural like this transforms a conversation into a workshop.
Active participants simply need to provide answers to questions. Show the person or the people you are talking to how you fill this template out in real time.
Schedule an hour so you can bookend with an Introduction and close with Next Steps. The activity takes at least a half hour to facilitate.
This is an outline, not a script to read off of. The tone should be conversational and not feel like you are reading off of a checklist.
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