I want to keep accurate numbers and had a question about just what qualifies as Ideal Client Acquisition Time. I'm involved in Self Referrals. If I am talking to someone and during the conversation, I realize that they don't have the resources to become an Ideal Client, would it qualify for Ideal Client Acquisition time if I would then offer to send the book, potential Financial Road Map®, etc. I'm struggling with not counting that as Ideal Client Acquisition time vs. counting it because "everyone deserves a Financial Road Map®". Your thoughts, please.

Article ID: 336

Last updated: 20 Nov, 2019

I believe you will be much more productive if you do not include doing Financial Road Maps® for people who have no possibility of becoming Ideal Clients as part of your Ideal Client Acquisition time.

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