The Perfect Prospect

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Must-Have Criteria:

• Selling a digital product or service (like courses, coaching, or memberships)
• Has an established audience, typically a minimum of 1000+ followers
• Already using email marketing or sales funnels
• Posts consistently, indicating they are serious about their business
• Shows evidence of spending on marketing (e.g., running ads, having a team) </aside>

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Red Flags(Avoid These Prospects):

• Just starting out with no existing or proven offers
• Inactive social media (haven't posted in months)
• Only sells physical products with no info products
• Focused on affiliate marketing with no original products
• Pages with fake engagement (many followers but little interaction) </aside>

Prospecting Methods🔍

Instagram Prospecting Methods

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Hashtag Research:

• Use the Instagram search bar
• Search using relevant hashtags like #businesscoach, #fitnesscoach, or #salescoach
• Once you find content using a relevant hashtag, look for other related hashtags in the post to find more accounts </aside>

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The "Suggested Accounts" Method:

• Find one qualified prospect in your target niche
• Go to their profile and tap the button next to "Message" that shows "Suggested"
• Explore the similar accounts that are suggested
• Open promising profiles in new tabs and qualify them using the checklist

Pro Tip: Interact with accounts in your target niche (like and comment) to train the Instagram algorithm to show you more similar accounts

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Utilizing Ads:

• Interact with business-related ads in your feed by liking, commenting, or saving them4. Businesses running ads are already investing in marketing and may be more receptive to your services
• Visit the advertiser's profile and qualify them using your checklist
• Instagram will then start showing you more similar ads

Pro Tip: Take screenshots of their ads for research to reference specific ads when you outreach

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YouTube Prospecting Methods

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Search for "How To" + Niche Keywords:

• Search for terms such as "how to start a coaching business" or "getting started with dropshipping"
• Look for creators with 5,000+ subscribers who teach business topics
• Check their bio or channel details for links to social media or email addresses </aside>

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The "Recommended Videos" Method:

• Find one good channel in your target niche
• Watch 2-3 of their videos in full to train the YouTube algorithm
• Check the "Recommended" section on the right-hand side for similar content that could be of interest

The more you do this, the more accurate the suggestions will become

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YouTube Channel Analysis:

When evaluating a potential prospect's channel, look for these indicators.

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Green Flags:

• Has a visible business email address
• links to landing pages or courses
• consistent uploading schedule
• professional video production
• mentions their products/services in videos </aside>

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Red Flags:

• No clear business model
• no way to contact them
• hasn't uploaded in 6+ months
• low subscriber count or little viewer engagement </aside>

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Daily Prospecting Routine:

• Aim to dedicate 15-30 minutes daily to prospecting
• Find 5 new qualified prospects,
• add them to a tracking system,
• research each one for 3-5 minutes,
• prepare personalized notes for outreach,
• schedule outreach for your peak productivity hours

Remember: Quality over quantity: Five perfectly qualified prospects are more valuable than 50 questionable ones

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