Database Checklist

Relationships agents have approached us to talk to us about coaching and we ask them, “Do you have a database?” Once we get people in our database, we have to sort and qualify them so we have a checklist for you. As you’re building your database, your goal is to not just get their name, you want to also get their email address, their phone number, and their mailing address because these are some of the ways we’re going to communicate systematically with them.