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Step 1                 Step 2                  Step 3

      Timing
                             Timing                 Timing
 Immediately after
                       1 day after research    4 days after Step 2
 finding source of
     suspects
                            Activity                Activity
                       1st SIT touch (see      2nd SIT touch (see
      Activity
                         attached list)          attached list)
Research Companies




     Step 4                 Step 5                 Step 6

                                                   Timing
      Timing
                            Timing             Immediately after
 4 days after Step 3
                       2 days after Step 4         Step 5
       Activity
                               Activity             Activity
 3rd SIT touch (see
                        Initial Contact Call     Place in Sales
    attached list)
                                                Process or CPP
Continuing Prospecting Process

     Step 1                                Step 2                            Step 3

       Timing
  Immediately after
                                             Timing                            Timing
  placement in CPP
                                      (2 weeks) after Step 1            (3 weeks) after Step 2
      Activity
                                            Activity                          Activity
   Send Missed
                                           SIT Touch                         SIT Touch
Opportunity Letter/SIT
       touch




                         Step 4                                     Step 5

                                                                     Timing
                       Timing                                    Immediately after
                (2 weeks) after Step 3                               Step 4

                       Activity                                        Activity
                   Designation Call                            Place in Sales Process
                                                                     or Phase 2
Step 1
Step 4A                                  Timing
                                    2 Weeks following
                                                                              Phase 2
             Timing               completion of Phase 1
         Immediately after             or Step 4A
             Step 2

             Call                         Activity
     Use script provided
                                      Choice of 3 S.I.T.
                                         activities                                       Step 2
                                                                    Timing
                                                              3 weeks after Step 1
Step 4
          Timing                  Sales                            Activity
    2 weeks after Step 3                                       Choice of 3 S.I.T.

         Activity
                                 Process                          activities

     Choice of 3 S.I.T.
        activities
                                         Timing
                                  3 weeks after Step 2A
                                                                         Timing
                                          Activity                   Immediately after
                                                                         Step 2
                                      Choice of 3 S.I.T.
                                         activities                         Call
                             Step 3                                 Use script provided

                                                                                          Step 2A

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Sample S.I.T

  • 1. Step 1 Step 2 Step 3 Timing Timing Timing Immediately after 1 day after research 4 days after Step 2 finding source of suspects Activity Activity 1st SIT touch (see 2nd SIT touch (see Activity attached list) attached list) Research Companies Step 4 Step 5 Step 6 Timing Timing Timing Immediately after 4 days after Step 3 2 days after Step 4 Step 5 Activity Activity Activity 3rd SIT touch (see Initial Contact Call Place in Sales attached list) Process or CPP
  • 2. Continuing Prospecting Process Step 1 Step 2 Step 3 Timing Immediately after Timing Timing placement in CPP (2 weeks) after Step 1 (3 weeks) after Step 2 Activity Activity Activity Send Missed SIT Touch SIT Touch Opportunity Letter/SIT touch Step 4 Step 5 Timing Timing Immediately after (2 weeks) after Step 3 Step 4 Activity Activity Designation Call Place in Sales Process or Phase 2
  • 3. Step 1 Step 4A Timing 2 Weeks following Phase 2 Timing completion of Phase 1 Immediately after or Step 4A Step 2 Call Activity Use script provided Choice of 3 S.I.T. activities Step 2 Timing 3 weeks after Step 1 Step 4 Timing Sales Activity 2 weeks after Step 3 Choice of 3 S.I.T. Activity Process activities Choice of 3 S.I.T. activities Timing 3 weeks after Step 2A Timing Activity Immediately after Step 2 Choice of 3 S.I.T. activities Call Step 3 Use script provided Step 2A