Book hub / Companion library / Chapter 10
CHAPTER 10 · BOTH EDITIONS
Keep the funnel human
A funnel is a way to remember people and promises. Work from permission and relevance, then record the next step so nobody becomes a forgotten row.
Put it to work
- Review today's promised follow-ups before looking for new conversations.
- Spend a short block listening and responding where your people already ask questions.
- Record the agreed next action and due date. End by checking for messages that should stop.
TRADE EDITION
Funnel checklist
Daily checklist: review commitments; respond to inquiries; start one relevant conversation; update open proposals; set tomorrow's priorities.
Starter files are ready to adapt. CSV files open in spreadsheet apps. Printable pages can be filled locally and printed; they do not save or submit entries.
DIRECT SALES EDITION
Funnel checklist
30-minute checklist: 5 minutes review; 10 minutes relevant conversations; 10 minutes promised follow-up; 5 minutes records and next steps. Adjust to your day.
Starter files are ready to adapt. CSV files open in spreadsheet apps. Printable pages can be filled locally and printed; they do not save or submit entries.