Building your list

Your list lives in People

People in your portal is your own list of the owners you are working on. Only you and Colby can see it, and nobody on it hears from Colby until you send them. It holds up to 2,000 people.

This page is about what to put in it. For the board, the list, search and every button, see People in your portal.

Three ways to add someone

1. Add someone. Fill in a name or a company (one of the two is enough), then phone, email, city and state, crew size, status, follow-up date and next step.
2. Tell the assistant. Type or say what happened in a sentence or two. The assistant adds the person or updates them, with a note, a next step and a follow-up date. Speaking works where your browser supports the microphone.
3. Credited to you. Companies Colby credits to you without you sending them, like an owner who signed up through your link, appear on your list with the company name and Colby's progress.

How the assistant behaves:

• It saves only what you said. It never makes up names, numbers, emails or dates.
• It turns "Tuesday" or "in 3 days" into a date.
• It looks for the person first and updates them instead of adding them twice. If two people could match, it asks which one and changes nothing.
• It never contacts anyone, and it can't send anyone to Colby. Use Send to Colby for that.
• Notes it writes are marked "by your assistant", so you can check them. Edit or delete any that are wrong.

What to record about each owner

Notes carry what the fields can't. Put these in the first note:

• How you know them, or who introduced you.
• The work their crews do, and which accepted tasks it matches.
• Shifts and hours: how many people, how many hours a shift, how many shifts a week.
• Where they work, and who manages those sites.
• Whether they hire subcontractors or work as one.
• The crew's language.
• Who decides, and the best time to call.
• Their questions and worries, in their words.

What each status and column means

Once you send someone, their card shows Colby's progress next to your own status. On Today, your pipeline counts everyone as New, Talking, Contract, Signed and Recording.

How many names to aim for

Start with about 25 names you can reach yourself. That is enough to learn what works without losing track of anyone.

Most owners won't be ready the first time you talk. Some won't fit, some will say not now, and a few will want a call with Colby. That is normal. One company that records steadily is worth more than ten that never start.

After the first list, add a few names once a week from the channels in where to find owners. Try to keep about 10 people in Talking or Waiting on them at any time.

Decide who to call first

Ask four questions about each person. Call the ones with the most yeses first.

• Call now: three or four yeses. Set a follow-up date in the next few days.
• Warm up: two yeses. Learn more, or ask someone to introduce you.
• Later: one or none. Set a follow-up date four weeks or more out, with a note on why.

Keep it current

A list helps only when it is up to date. These habits do most of the work.

1. After every call or visit, tell the assistant what happened in one or two sentences.
2. Each day you work, open Today and clear Needs you today: log a note, or move the date if the timing changed.
3. Give everyone who isn't Not interested a next step and a follow-up date.
4. When someone says no, mark them Not interested and write down why.
5. If someone asks you not to contact them again, note it, and don't.
6. If two rows are the same person, keep one and delete the other. Deleting removes the person and their notes.

When to send someone to Colby

Send an owner to Colby when the company fits and the owner has agreed to talk with Colby. Adding someone to People does not tell Colby anything.

1. Open the person and choose Send to Colby.
2. Check their details: company name, the owner's name, phone or email (at least one), city and state, and crew size.
3. Choose how Colby reaches them: "Colby can call them now", or "I'll introduce us first" if you want to make the introduction yourself.
4. Add anything Colby should know, like the best time to call or the work their crews do.
5. Send. They stay on your list, now with Colby's progress beside them.

Next: from yes to recording.

Questions

Read next

• PeoplePeople is your own list of the owners you talk to. Each person has a status, a next step, a follow-up date and notes. You can type the details yourself or tell the assistant what happened.
• Following upMost owners do not say yes on the first talk. Send your link the same day, follow up a few days later on the channel you already used, log every touch in People, and stop after three tries with no answer.
• Your first conversationFive minutes is enough: who you are, what Colby pays for, what the crew does and whether the work fits. Then send your link. The owner leaves a number, Colby calls, and there is nothing to sign that day.
• TodayToday is the first view you see after signing in. It lists what needs you today, shows your hours and fees at a glance, and shows how your pipeline and recent activity look.