Use this guide to turn everyday conversations into meaningful connections. Listen first, plant curiosity, and invite them to learn more later.

FORM REFRESHER

Letter Focus Examples
F Family “How’s your mom doing?” “Is your son still at TCU?”
O Occupation “How’s work been lately?” “Are you still doing that at-home business?”
R Recreation “Any fun trips or hobbies lately?” “What do you do to unwind?”
M Motivation “What’s been your main focus this year?” “What’s driving you these days?”

HOW TO PLANT A SEED

1️⃣ Listen for life moments or pain points (cost, stress, confusion).

2️⃣ Drop a short statement or curiosity question related to Legal or ID protection.

3️⃣ If they lean in → invite them to a 15-min chat or the Tuesday 6:30 PM Business Brief @ Rudy’s BBQ.

TRANSITION PHRASES

“That’s actually something I help people with — I don’t get into details in group settings, but I’d love to grab 15 minutes and show you what I mean.”

“We have a short business brief every Tuesday at 6:30 at Rudy’s BBQ — it’s super casual. You’d love the stories people share.”

NEXT STEPS CHECKLIST

☐ Added to CRM

☐ Sent Follow-Up Text

☐ Scheduled 15-Min Chat

☐ Invited to Rudy’s Business Brief (Tuesday @ 6:30 PM)

LEGALSHIELD + IDSHIELD SEEDS

LEGALSHIELD SEEDS