A warm, authentic approach to building conversations that lead to connection and curiosity.

The Approach (Mindset)

You’re not selling — you’re listening for life moments. The goal is to connect authentically, collect stories, and identify needs. When they share a pain point, make a note — not a pitch.

💡 CRM Tag: FORM Met – No Disclosure Yet

Step-by-Step Flow

Step 1: The Initial Conversation (In Person)

Focus only on FORM (Family, Occupation, Recreation, Motivation). Listen for clues like:

• “I hate dealing with paperwork.”
• “Our lease was a nightmare.”
• “My business partner doesn’t always follow through.”
• “We got scammed online once.”

✅ Don’t mention LegalShield or IDShield. Just build trust.

Step 2: The Follow-Up Call (24–72 Hours Later)

Sample Script:

“Hey [Name], it was great chatting the other day!

I was thinking about what you said about [their situation].

I’ve got something that might help — it only takes about 15 minutes, and you may or may not be interested.

What’s better for you — Zoom or coffee?”

🎯 Goal: Book a short, relaxed meeting — not to explain, but to show.

💡 CRM Tag: Ready for Curiosity Call