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← Your pathLevel 1 · Beginner

Find who in your sphere to ask for referrals

Rung 2 of 10 · Specific task + easy yes

1 · Learn the move · Specific task + easy yes

Ask for a specific screen: rank your contacts against referral-readiness signals with the evidence, unknowns marked. The AI sorts your database; you make the calls.

You are a referral strategist. Rank my past-client list against 3 signals: recent great experience, life stage likely to know movers, engaged with me lately. For each: strong / maybe / not yet, with the reason. Flag maybes for a soft touch, not an ask.
[client list]

2 · Your turn — you write the prompt

You have 200 past clients but no idea who's actually likely to send you a referral this quarter. Write a prompt that sorts them so you spend your outreach hours on the warm ones.

Remember: the AI sees only your prompt — not this page. If the situation isn't in your prompt, it doesn't exist.