2:04

In this short Q&A, global sales coach Ryan Dohrn answers a listener, Rex from Denver, who asks for clarification on his "list" concept. Ryan outlines four core list categories that a competent CRM should support: a prospecting list (10‑20 leads), an in‑progress list (people met with and being pursued for proposals), an active/retention list (existing customers to retain), and special/event lists for other sales activities. He explains that using lists helps him combat his own distractibility—he even designed his studio without windows to limit distractions. Ryan stresses that lists are not a zero‑sum game; you don’t aim to reduce a list to zero but maintain a steady flow of prospects. He advises that if a CRM cannot build these lists, one should switch to a more capable system. The video ends with a call to email him for questions and to explore more resources on his website.

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