I just completed a Group Self-Referral presentation. It went very well. Should I email the participants’ filled-out Ideal Life worksheets to them? If so, what email template should I use?

Article ID: 441
Last updated: 20 Nov, 2019
Make a photo copy of the completed Ideal Life Worksheet for yourself and mail them their original with a hand-written note.
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b When building our house I came across some people who ran successful businesses. I do not, however, know them that well. What would be a good script for talking to these people where I don't know much about them, they may not even remember me and I don't want to come across the wrong way when I talk to them.
b During a Group Referral, the first person I offered the book to would not provide her business card and Ideal Life Worksheet in exchange for the book. I was not sure what to do, so I simply smiled and gave her the book (I was thinking, ‘OK then, no book for you’). The other seven people in the group followed the process perfectly and gave me their business cards and Ideal Life Worksheets in exchange for the book. Is there anything you would have said to the first person who would not provide their business card and Ideal Life Worksheet?
b I wanted to get your feedback please on this email I received from the Chamber of Commerce, where I am a relatively new member. The Chamber sent me a letter inviting me to a Trade Show. The invitation noted that the Trade Show was a great opportunity to display products or services, discover new businesses and network with other business people. My questions to you are: 1. Would you attend this event? 2. If you did, would you attend it exclusively to complete Self-Referral Conversations™? 3. The invitation mentioned renting a booth to showcase your business – what is your take on this? I was thinking of going to the Trade Show for the purpose of conducting Self-Referral Conversations™ with business people. I am not sure, however, about the idea of having a booth at an event like this.
b Why does the Mastery Series™ advise you not to say "thank you for coming" when clients arrive?
b Several of my clients (mostly women) come to me between the final stages and they want to make some sort of personal connection before jumping into the Financial Road Map® conversation. Usually this consists of listening/empathizing for 10 – 15 minutes (or more) before we begin. Often, they are still in survivor mode and they cannot think about more than one goal (like, how do I keep the house). Jumping straight into the Financial Road Map® without making the connection has been awkward and less productive. Any advice?
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