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Block Batching: The Secret to Beating Busywork 
Busywork steals time. But focused, intentional action? That’s how you crush the grind. Here’s the game-changer: Batching your tasks. By tackling similar tasks in focused 25-minute sprints, you can unlock efficiency, stay sharp, and avoid the mental fog that comes from switching gears all day long. How to Use Block Batching: 1. Intros: Instead of answering individual DMs or emails, batch all your introductions into a single 25-minute session. 2. Follow-Ups: Streamline your follow-up messages by addressing a whole batch at once instead of sporadically. 3. Offers: Draft and send all offers during a sprint, so your brain stays focused and in the flow. Each task has its sprint. And remember: it’s about intentionality—not just checking boxes. Why It Works: - You stay in the zone. - Your energy remains high. - Results are faster, and you’re sharper.
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The "Sell by Chat" Play – Ask, Don’t Pitch!
I want to introduce a simple yet powerful approach to how we connect with prospects and clients: "Sell by Chat". The premise is straightforward—it’s less about pushing your service and more about truly understanding and connecting with people. It’s not about the hard sell; it’s about leading with service and meeting people where they are. Instead of leading with a pitch, try this: ask your prospects:"What’s your timeline and biggest snag?" This is a conversation opener that immediately shifts the tone from transactional to relational. You're opening up the door for them to share what’s really going on in their world. What problems are they facing? What’s causing the delay? When you ask this question, it shows you're genuinely interested in solving their challenges rather than just trying to close a deal. Here’s the kicker—don’t overwhelm them with your full range of services. Once they share their challenges, offer one simple, clear next step. Maybe it’s scheduling a follow-up call, sending them a valuable resource, or connecting them with someone who can help. Keep it focused. Offer one actionable step that can move them forward. This approach has been effective in building authentic relationships. By focusing on understanding instead of selling, you’re positioning yourself as someone who is there to help, not just close the deal. This shift might seem subtle, but I promise it will create a more engaged, authentic relationship. Keep me posted on how it goes!
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Speak Your Unique Value Proposition More Often
The more you speak your unique value proposition (UVP), the more clearly you'll be able to articulate it. My invitation to you is to say your UVP more often. You can even practice it here in the comments. I'll share ours: WHAT IS IT THAT YOU DO? ProInsight is the category leader in Relational Tech™—an AI platform that helps 'by-referral' professionals transform into Modern-Day Advisors without having to learn new technology. HOW DO YOU DO THAT? Our platform transfers professional trust. We do this at three levels: 1. Professional → Client – Turning you from a reactive service provider into a proactive Modern-Day Advisor by converting your database into Assets Under Management (AUM). 2. Professional → Professional – Turning B2B referrals from sporadic to automatic by converting community databases into Local Assets Under Management (LAUM). 3. Professional → Successor – Preserving and transferring trust when you acquire the database of a retiring peer or prepare your own business for sale. Through this model, ProInsight helps you build a business that is both scalable and sellable.
I don’t chase—I compound.
Success isn’t built by waiting for the “perfect moment” or pushing hard for a short burst of progress. It’s created by the consistent, brave actions we take every single day, no matter how small. Every decision, stacked up over time, leads to massive results. One brave action daily, stacked for 90 days, beats any "big push" or short-term hustle you could ever put together. Compound growth is the secret to building not just wealth, but trust, relationships, and lasting success. When we focus on daily progress and consistency, we set ourselves up for true, sustainable growth. It’s about making that small commitment each day, knowing it will all add up to something much bigger. So, let today be the day you make one brave action. One step forward, one choice, one move that builds momentum. Trust the process, and remember: this is how you build something truly great.
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Who Not How
One of my favorite books of all time is Who Not How by Dr. Benjamin Hardy (also one of my favorite authors). In the video below, I take these timeless principles and apply them to the concept of getting MORE referrals. I would encourage you to consider that this is one question to ask yourself: "How do I get more referrals?" And this is a far better question: "From whom should I get more referrals?" I break it down for you below, or by catching the audio and blog post summary here: https://proinsight.com/who-not-how/
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Everything you need as a relationship-based professional to become a "Modern-Day Advisor," all while building a scalable and sellable business.
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