Gem Tracker

www.getwsodo.com
www.getwsodo.com
Prospect Full Name

CONNECTING

R U BY SAPPHIRE PEARL EMER ALD

• Be confident.
• Compliment them with
authenticity.
• Tell them success stories.
• They fear losing control.
• Ask more “Why” type
questions to dig deeper.
• Be upbeat and approachable.
• Keep it simple and positive.
• Ask about them and listen
• (let them talk).
• Focus on the motivators.
• Ask more “Why” type
questions to dig deeper.
• Share your caring/
nurturing side.
• Speak a little softer.
• Be attentive, calm, patient.
• Try to relate to them.
• Ask more “Why” type
questions to dig deeper.
• Be professional.
• Respect their time, be
punctual.
• Be systematic and specific.
• Explain the process.
• Aim to get the facts first by
asking “Why” type questions.

INTEREST SCALE

<5 – Use Reverse Psychology Magic Words: Exactly, Specifically, Precisely

1 3 5 7 10 >5 – Ask Specific Questions to find their needs Lower Self: Do you think or do you know?

R U BY
• Keep the process moving.
• Continue putting their goals in
front of them.
• Ask them for their opinion
and ideas (they love this) and
validate them.
• Be results oriented.
• Just say, “I don’t think so, you
can’t do that.”
CLOS ING
SAPPHIRE
• Keep it simple.
• Create a clear, positive vision
for them.
• Maintain a casual and light
conversation.
• If you talk to them about being
on top and winning, they don’t
care - you’ve lost them.
PEARL
• Tell them upfront that you
support them regardless of
their decision.
• Show them how it will help
them or their families.
• Listen to them.
EMER ALD
• Tackle their concerns.
• Emeralds need time to think
and make a decision.
• Support / give stuff to read.
• Show them how this will save
them money.
• Show them validation of
product/service.
• Talk about how it makes sense.
• Don’t fake your knowledge.

If they need time, remember to book a date/time to talk again and follow up with information via email.

R APPORT NOTES

Location
Work
Age
Income

M O T I VAT I O N S

Income Goal

PA I N P O I N T S

Surface
Business
Personal
Other

O B J E C T I O N S /Q U E S T I O N S