1. What do I listen for?
I listen for friction points in performance and life - not just problems, but where something is slowing someone down.
Things like:
- inefficiency ("this takes me forever...")
- stress or overwhelm ("I've been meaning to handle this...")
- avoidance ("I know I should, but...")
I'm not trying to match services - I'm listening for where someone's capacity is being limited in any area, whether that's financial, legal, home, or business.
2. How do I capture it?
I keep a simple running not in my phone organized by category or profession.
I'll write:
- Name
- Friction Point
- Possible category (who on the team this connects to)
For example:
"Sarah - overwhelmed with bookkeeping- CPA"
It's quick, clean, and easy to revisit before I reach out or make a connection.
3. Why does that method work for me?
Because it allows me to connect people based on real needs, not forced referrals.
When I follow up, it's specific and intentional:
"Hey, you mentioned you've been overwhelmed with bookkeeping - would it help to connect with someone I trust who specializes in that?"
That approch works because if feels natural, relevant, and helpful - not like a sales pitch.
I don't listen for what people do - I listen for where they're stuck.