(Include details of how you met, prior business done together, and any referrals given or received)
Relationship Insights
(What makes this person/relationship valuable? Trust level, expertise, influence, communication style)
(Their business or personal goals — what they’re working toward this year?)
(Any hesitations, barriers, or challenges in the relationship or collaboration?)
(Specific steps to strengthen relationship, collaborate, or follow up)
(What value or assistance have you already provided — referrals, introductions, support, etc.?)
Network Mapping
(List their connections — business owners, family, friends, clients, attorneys, financial professionals, referral sources, employees, partners, professional organizations, social groups, clubs, cities, schools, etc.)
X-Factors - Referral Potential Analysis
(Why would they refer to you? What’s in it for them?)
(Why would the person they refer benefit from your services?)
Referral Grade for GHL Tagging:
A
B
C
D
E
F
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A
B
C
D
E
F
No elements found. Consider changing the search query.
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(Use this space to identify triggers, shared interests, or talking points that could lead to referrals — "Push idea into his head, pull out ideas from his mouth.")