Prioritize Around Your Goals

prioritizing · tactic

Before sorting anyone into A/B/C, name your goal and the types of people who help with it, so you know whose names to look for.

The idea

Prioritizing starts with the why. Most professional relationship work serves a handful of goals: generating new opportunities, keeping or repeating existing business, closing more deals, growing your network, building your brand. Each goal points to certain types of people, and those types point to names. Do this first and your tiers have a purpose. Then, within that pool, favor the people you genuinely like, because those are the ones you'll actually keep up with.

How to do it

  1. Finish the sentence: "I'm investing in my relationships right now because ___." If the answer is "to build my network," push harder. A network for what?
  2. For that goal, list the types of people who could help. A real estate agent chasing referrals might list former clients, lenders, and agents in other cities who send buyers her way.
  3. Find the names that fit each type.
  4. Sort those names A/B/C by gut, and spend the most time on the A's.
  5. Quick win: pick five types of people for your main goal this year, and 50 people who fit them.

Example

At Contactually, our sales team had a party trick nobody wanted. We'd ask a new customer, "Why did you sign up?" People who answered "I want more referrals" or "I'm raising money for my company," we knew how to help. People who shrugged and said "I'm just trying to build my network" churned within weeks, like clockwork. For a long time I blamed our onboarding, or a confusing button somewhere (and OK, the software was occasionally broken). Eventually it was obvious: they had no why.

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Sources

Related frameworks

Read next

By Zvi Band. Newsletter: Your Network Starts with You. Book: Success Is in Your Sphere.