Choose one lesson to run end-to-end through all production agents. The recommended lesson is highlighted.
The student can sort any contact in their database into the B2C client track or the B2B referral partner track — and can identify contacts that belong simultaneously in both — using the Two-Lane Network model.
The student can apply the Life-Stage Segmentation Framework to tag any contact with their approximate life stage and identify which professional networks that person is likely orbiting — and can explain why job title alone is an unreliable basis for scoring referral potential.
The student can score any contact across all three dimensions of the 5x Influence Scale, apply the score-combination decision guide to determine the correct priority action for that contact, and produce a graded top-10 priority list from their full 50+ contact database.
The student can construct a complete Client Value Proposition and a complete Referral Partner Value Proposition using The Because Technique, producing two distinct, audience-specific statements that replace any prior generic claim about rates and service.
The student can articulate why showing up does not entitle them to
The student can select the correct stage-based re-engagement approach
The student can identify where a lapsed referral source sits on the
The student can distinguish between warm introduction and cold outreach
The student can articulate how the B2C and B2B outreach tracks
The student can articulate a specific, defensible niche positioning statement and explain why narrowing their appeal increases — rather than decreases — their deal flow.
The student can execute all three Non-Sales Touch types — Appreciation, Education, and Connection — and produce a populated 4-week touch schedule assigning specific touch types to specific contacts from their graded list.
The student can audit their current LinkedIn profile against the Control the Press framework and produce a specific, implementable update plan — with a completed headline, About section summary, and a 4-week content plan — that positions them as the go-to expert for their identified niche.
The student can categorize a full week of calendar activity into
The student can set up and populate a Referral Tracking Spreadsheet
Students can map every active contact from both the B2C and B2B tracks onto a single unified 5-Stage Relationship Progression and identify the specific next action required to advance each relationship.
Students can configure their CRM with 5-Stage labels, set up at least two automated sequences (renewal reminders and post-funding follow-ups), and integrate their Google Calendar color-coding system and Referral Tracking Spreadsheet into a single weekly operating rhythm.
Students can complete a written 90-Day Scaling Plan with at least 3 named partner progression targets, 3 named client level-up goals, a monthly Non-Sales Touch calendar with specific contacts named, and at least 2 tech automation milestones — and publicly commit to the plan in front of the coaching cohort.
The recommended lesson has the most teaching points — a good complexity test.