COREpriorities Follow-up

Author

COREnology
September 24, 2024

Module 2 — Lesson 4

In this lesson you’ll learn:

  • How to follow up with clients after they’ve received the COREpriorities report

  • Where you can find templates, worksheets, and tools to help you serve your clients

Helping your clients accomplish their priorities

Now it's time for you to get personally involved in helping your clients meet their priorities.

Start developing a resource list to help your clients address their priorities. This list can include books, podcast episodes, courses, experts, and other resources you can recommend.

Offer to follow up your clients in 60 to 90 days. (Make a note in your CRM to do that.)

In that follow-up, you can include resources you’ve collected, and provide them with some accountability. Show them you not only remember, but also care about their goals.

Your last bit of homework: Look at the priorities listed in the COREreport and begin to brainstorm a list of resources for each area.

What are the tools you already have? What things can you could look into to have really great resources to share with your clients? Use your network and ask friends what resources they might share for each priority.

COREpriorities Accountability Email Template

Instructions

Feel free to use or modify this email template to send your clients their COREpriorities report.

Just copy the text below, then paste it into your email. You can paste without the formatting (highlights and background colors) using the keys Ctrl + Shift + V on Windows and Cmd + Shift + V on Mac.

Subject Line Ideas

Any progress on your priorities?
Some resources I think you’ll like…
Checking in on your goals

Body Copy: 

[First Name(s)], 

In our last meeting we went over your priorities report, and discussed some ways you might consider investing list priorities.

I wanted to share a resource I think would be helpful:

[Share resource]

As always, I’m always here if you need anything.

Best, 

[Your Name]