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Dan Lok Gem Tracking Form

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G E M T R AC K I N G FO R M
www.getwsodo.com
www.getwsodo.com
Prospect Full Name
CONNECTING
SAPPHIRE
PEARL
EMER ALD
R U BY
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Be upbeat and approachable
Keep it simple and positive
Ask about them and listen (let
them talk)
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Share your caring/nurturing
side
Speak a little softer
Be attentive
Try to relate to them
Be professional
Respect their time
Be systematic and specific
Explain the process
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Be confidant
Compliment them with
authenticity
Tell them success stories
CLOSING
SAPPHIRE
PEARL
EMER ALD
R U BY
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Keep it simple (don’t get too
technical)
Create a clear, positive vision
for them
Maintain a casual and light
conversation (nothing too
formal)
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Tell them upfront that you
support them regardless of
their decision
Show them how it will help
them or their family
Listen to them!
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Show them how this will save
them money
Show them validation of
product/service
Talk about the integrity of
your product/service and how
it makes sense
Don’t fake your knowledge,
tell them you will get back to
them
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Keep the process moving
Continue putting their goals in
front of them
Ask them for their opinion
and ideas (they love this) and
validate them
Be results oriented
INTEREST SCALE
1
3
5
7
<5 - Use Reverse Psychology
>5 – Ask Specific Questions to find their needs
10
G OA L S
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PA I N P O I N T S
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HOT BUT TONS
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O B J E C T I O N S/Q U E S T I O N S
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