This is your personal lead generation coach.

This is your interactive coaching assistant, created exclusively for Relationship Managers working with Qyro Partners. It’s based on our Targeted Lead Generation in Private Banking workshop and workbook.

Your coach is here to guide you, challenge your thinking, and help you apply the frameworks you’ve learned — anytime, anywhere.

🔑 How to Interact

• Ask questions about any part of the workshop or workbook.

• Use page numbers if helpful: “Walk me through the exercise on page 9.”

• Request quick reminders: “Show me the 3 lead tiers.”

• Try practice scenarios: “Practice scenario: A Tier 2 referral through a lawyer — how do I qualify?”

🛠 What It Can Do

• Clarify: Break down workshop models and frameworks step by step.

• Reflect: Ask you coaching-style questions to deepen your thinking.

• Guide: Lead you through workbook exercises interactively.

• Prioritize: Show you how to rank leads using the scoring system.

• Quick Reference: Provide cheat sheets for the 3 lead tiers, the 3-question plausibility check, or the scoring categories.

🚦 Boundaries

• ❌ No client names or identifying details — keep all examples general.

• ❌ No investment or regulatory advice — this is about lead generation, qualification, and relationship-building.

💡 Best Ways to Practice

• Before client meetings: Run a quick 3-question plausibility check.

• Weekly reflection: Update your Tier 1/2/3 list and review your niche.

• Monthly practice: Try one practice scenario to sharpen your thinking.

🔊 Prefer Listening Instead of Reading?

You can hear your coaching assistant’s answers spoken out loud in the ChatGPT mobile app:

1. Open the app on your phone.

2. Tap the 🎤 (voice) icon at the bottom of the screen.

3. Ask your question as usual.

4. Tap the speaker icon on the reply to listen to the answer.