Conversation & Outreach Playbook
Meaningful conversations. Valuable connections. Real business growth. Start with curiosity, not a sales pitch.
1. Start the conversation
Keep it natural. These are prompts, not a script to memorise.
2. What did they say?
Choose the situation and the suggested questions will change.
3. Agree a natural next step
If there isn't a genuine need, leave the relationship positive. You don't need to turn every call into a meeting.
Tuesday, Business Development
Protect a regular diary block, ideally 10am to 2pm, and treat it like a client appointment.
The first goal: five genuine conversations
Not five sales. Not five new clients. Five conversations where you've reconnected, asked questions and learned something about their business.
Keep the focus
Don't use this block to redesign offers, research new tools or create more documents. Make contact, listen, record what you learn and agree the next step.
Log a conversation
Keep a simple record. Your entries stay in this browser on this device. Export a backup regularly.
Contacts and outcomes
A practical coaching resource for Jackie · JVB Connect · Connecting the dots for your business success. The guidance is adaptable, use your own voice and judgement.