✅ Task 1: Data

• Fill in all “Details Fields” and if you do not have the necessary data to understand a Possible Affiliate/Affiliate, send an email to ask.
• If you find data that leads you to believe they will not be a good affiliate, move them.

✅ Task 2: Establish/Test Affiliates

• If you have strong relationships but need to re-establish connection, send email to provoke re-engagement.
• If you have strong relationships and have remained in touch, send email to provoke first intros.

✅ Task 3: Gap Fill

• If you do not have 20 or more strong Possible Affiliates/Affiliates, introduce them directly to your Sources, send emails to their Sources to provoke introductions to new Sources, and/or attend networking events to find new Sources.
• If you have too many Possible Affiliates/Affiliates, prioritize and split.

✅ Task 4: Clients Initiation

• Ask current clients for introductions or referrals.
• Ask past clients for introductions or referrals.
• Target specific clients that may be interested in your new services and send provocation emails.

✅ Task 5: Lead Management

• Update deals for details and label them as struggling or stuck.
• Send provocation emails toward strategic conversion.

🛠️ Homework:

1. Manage all provocation emails.
2. Update deal cards as new data is uncovered.
3. Execute necessary activities to quickly gap fill Possible Affiliates/Affiliates.