PAT BERRY — DIRECT SALES COMPANION
CHAPTER 5: First contact that sounds like you
Starter worksheet for review — October 19, 2026

Build a small library of starting points. Each message needs a real reason, a relevant connection, and an easy way for the person to decline.

1. Write three versions: a referral introduction, a response to an inquiry, and a reconnection.
2. Example starter: You mentioned [need]. I have [relevant information]. Would it be useful if I sent it? Personalize before using.
3. Save approved drafts as text replacements. For video, keep the message short, caption it, and check the destination before sending.

Direct Sales application
Ask permission before sharing product or opportunity details. Do not send the same invitation to everyone in your contacts.

First-contact library
Situation:
_______________________________________________________

Why this person:
_______________________________________________________

Permission or context:
_______________________________________________________

Opening draft:
_______________________________________________________

Useful next step:
_______________________________________________________

Approved wording:
_______________________________________________________

Last reviewed:
_______________________________________________________

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