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Agent Name Branch

LIST 2.0 Warm Market : Inner Circle

Expand your network based on the categories below by listing at least 100 names from your “inner circle.”
This refers to your close associates such as family, relatives, friends and workmates. Create your list now
and start building your business with PRU with the people closest to you.

FRIENDS (Childhood, 10 years above,

5 years and less) RELATIVES (Mother Side, Father Side,
1st Degree and 2nd Degree Cousins) OFFICEMATES (Former Colleagues,
Current Officemates) NEIGHBORS (1st residence,
2nd residence)

Full Name Contact No Attend BYB Full Name Contact No Attend BYB Full Name Contact No Attend BYB Full Name Contact No Attend BYB

ORGANIZATION (Social and Civic Organization, Parent-Teacher Association, Religious Organization, Homeowners)

Full Name Contact No Attend BYB Full Name Contact No Attend BYB Full Name Contact No Attend BYB Full Name Contact No Attend BYB
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LIST 2.0 Warm Market : Hobbies/Interests

Identify at least 100 individuals who share your hobbies and interests. Classify them under the categories
below and start building your business with PRU while pursuing your passion.

SPORTS (Individual Sports, Dual Sports

Team Sports) GAMERS (Online/Video gaming
Board /Table top games) ARTS (Dance, Music,
Theater, Visual Arts) FITNESS (Outdoor,
Indoor)

Full Name Contact No Attend BYB Full Name Contact No Attend BYB Full Name Contact No Attend BYB Full Name Contact No Attend BYB

TRAVEL ENTHUSIAST (Cultural, Luxury, Ecotourism, Backpacking)

Full Name Contact No Attend BYB Full Name Contact No Attend BYB Full Name Contact No Attend BYB Full Name Contact No Attend BYB
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LIST 2.0 Warm Market : Business/Employment

Build your business with like-minded individuals. Expand your network by inviting at least 100 friends/
acquaintances who share the passion for building dreams and achieving goals.

ENTREPRENEUR Online, Influencer, Investor, SME (Small Medium Entrepreneur),

Lifestyle /Digital Nomads, Traders BUSINESS OWNER Real Estate, Hospitality, E-Commerce, IT/BPO, Agriculture,
Manufacturing/Pharmaceutical, Retail, Food, Healthcare, Finance
Full Name Contact No Attend BYB Full Name Contact No Attend BYB Full Name Contact No Attend BYB Full Name Contact No Attend BYB

CORPORATE Real Estate, Hospitality, E-Commerce, IT/BPO, Agriculture, Manufacturing/Pharmaceutical, Retail, Food, Healthcare, Finance

Full Name Contact No Attend BYB Full Name Contact No Attend BYB Full Name Contact No Attend BYB Full Name Contact No Attend BYB
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Agent Name Branch

LIST 2.0
Warm Market : Other Segments
We are all connected. You may have interacted with people face to face or online, in the past few months. Recall individuals who you have connected with, be it through a reaction
or comment on your post, or those you have come across through your existing network. List them down for they may be the key to building your business with PRU!

STAY AT HOME SPOUSE FRESH GRADUATES GOVERNMENT EMPLOYEES

Full Name Contact No Attend BYB Full Name Contact No Attend BYB Full Name Contact No Attend BYB Full Name Contact No

NON-GOVERNMENTAL ORGANIZATION MEMBERS

Full Name Contact No Attend BYB Full Name Contact No

PROFESSIONALS
Teachers, Engineers, Accountants, Architetcs, Lawyers, Doctors, etc.
Full Name Contact No Attend BYB

Guide questions in listing prospects

• Who are the people you have greeted on special occasions in the past 3 months?
• Who are the people who have messaged you on social media or commented on your post recently?

Full Name Contact No Attend BYB Full Name Contact No Attend BYB

EXISTING POLICY HOLDERS

Full Name Contact No Attend BYB Full Name Contact No
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Agent Name Branch

Cold Market: Not (Yet) in your Network

LIST 2.0 These are individuals whom you have yet to connect with. Turn strangers into friends, clients, and
recruits! Go on and make the first move to get to know them. List at least 100 names and pave
the way for opportunities to building your business with PRU.

SOCIA MEDIA PLATFORMS

• FACEBOOK (Community Pages, Groups, Friends of Friends, Market Place, My Day Viewers)
• INSTAGRAM (Followers , Instagram viewers)
REFERRALS FROM WARM MARKET
• LINKED IN (Age, School, Location)
• TIKTOK
Full Name Contact No Attend BYB Full Name Contact No Attend BYB Full Name Contact No Attend BYB Full Name Contact No Attend BYB