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Lots and Lots of Meetings


A Few Things About the Program


We start on Friday, April 8, 10 a.m. PT (11MT, 12CT, 1ET, 6UK, 7EU & SA)

Zoom Sessions are 90 minutes long.

All the Dates – Fridays at 10 a.m. PT
April 8, 15, 22, 29
May 6, 13, 20, 27
June 3, 10, 17, 24

Program Materials

All recordings of the sessions, templates and other materials will be posted on this page. 

So, bookmark this page in your web browser now so it’s easy to find!

Zoom Link

All Sessions will be held via Zoom at this link:

You’ll receive regular updates and reminders by email.

I look forward to working with you in the program and helping you get lots and lots of meetings with prospective clients!

See you on April 8th!

Session Materials and Recordings

Session Materials. Right-click to download documents to your computer.

Session 1 – Foundation

Overview of The 7-Step Proactive Marketing System

The Way of Proactive Marketing

Making Lists of Prospective Clients

Services Information Page

Recording Session 1

Session 2 – Outreach Emails

50 Coffees Meetings

Writing Emails Asking for Meetings

Recording Session 2

Session 3 – Conversations

Conversations with Contacts

Seven Steps to Success

Recording Session 3

Session 4

Conversations with Past Clients

Recording Session 4

Session 5

Conversations with Warm Leads

Recording Session 5

Session 6

Strategy Sessions (Seling Conversations)

Recording Session 6

Session 7

Closing the Sale


Recording Session 7

Session 8

Booking Presentations

Recording Session 8

Session 9

Creating a Presentation

Recording Session 9

Session 10

Giving a Presentation

Recording Session 10

Session 11

Recording Session 11

Session 12

Recording Session 12

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