Working on Your Agenda with Cloze
The Ninja Nine tells you the what. Cloze tells you the who.
Cloze Tells You the Who
The Ninja Nine tells you the what. Cloze tells you the who. Here’s how to run your whole morning routine off your agenda instead of your inbox.
- Open your agenda, not your email. First thing. Cloze points you at everyone you need to talk to and everything that actually matters today. Your inbox is other people’s priorities; your agenda is yours.
- Work your hot list with Maia. Tap the sparkle button: “Who’s on my hot list today?” She gives you the list, you pick two, you pick up the phone and dial for dollars.
- Knock out your personal notes. Same move: “Who haven’t I talked to in 30 days?” or “Who did I talk to last week that I haven’t sent a note to?” Pick two, write the notes. Don’t know what to write? Ask Maia to draft them and just copy them down.
Gratitudes and affirmations are on you. The hot list, the warm list, the two personal notes, Maia’s got covered.
Your assignment this week: Tomorrow morning, open your agenda before your email. Ask Maia who to reach out to, then do it.
Transcript
The Ninja Nine tells you the what, Close tells you the who. Welcome to Tool Time. You know the morning routine, your gratitudes, your affirmations, your two personal notes, focusing on your hot list and your warm list. That's where most advisors get stuck, but not you, because you're gonna focus on Close and Maya, and you're gonna let Maya do all the hard work for you.
So step one, you're gonna open up Close and look at your agenda, not your email, your agenda. Close is gonna direct you on everybody you need to talk to, everything you need to look, and anything that's really, really important for you to focus on for that particular moment. Step two, you're gonna tap that sparkle button and you're gonna talk to Maya and say, who's on my hot list today? She'll give you a list, you pick two, pick up the phone and dial for dollars.
Step three, your personal notes, same deal. You tap Maya, you say, who haven't I talked to in the last 30 days? She'll give you a list, you pick two, write your notes. Or, who did I talk to last week that I haven't sent a note to?
She'll tell you that too. And the best part, you don't even have to think about what to write. You can just ask Maya and she'll draft the notes for you. All you have to do is write them down.
So that's almost the whole morning routine. The gratitudes and affirmations, those are up to you. Your hot list, your warm list, your two personal notes, Maya's got you covered. So your assignment, tomorrow morning, you're gonna pick up your phone, you're gonna open up Close and look at your agenda.
You're not gonna look at your email. You're gonna open up your agenda and you're gonna start dialing for dollars. You're gonna ask Maya to find the people you should reach out to and then all you gotta do is do it. That's the beauty of Close.
It tells you the who, you do the what. Hope you have a great week.