PAT BERRY — TRADE COMPANION
CHAPTER 10: Keep the funnel human
Starter worksheet for review — October 19, 2026

A funnel is a way to remember people and promises. Work from permission and relevance, then record the next step so nobody becomes a forgotten row.

1. Review today's promised follow-ups before looking for new conversations.
2. Spend a short block listening and responding where your people already ask questions.
3. Record the agreed next action and due date. End by checking for messages that should stop.

Trade application
Daily checklist: review commitments; respond to inquiries; start one relevant conversation; update open proposals; set tomorrow's priorities.

Funnel checklist
Date:
_______________________________________________________

Review completed:
_______________________________________________________

Helpful conversations:
_______________________________________________________

Promised follow-ups done:
_______________________________________________________

Next steps recorded:
_______________________________________________________

Stop requests handled:
_______________________________________________________

Tomorrow's priority:
_______________________________________________________

Use verified facts. Personalize examples. Keep private customer records in your own secure system.