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The warm list

5 min read · The channels

Lesson video in production

The full lesson text below is complete — the video version lands with launch.

Start with a timer. Set it for ten minutes and write down every person who knows your name. Phone contacts, email history, former coworkers, neighbors, the poker group, the church roster, people from the gym, parents from your kid's teams, old bosses, the friend who owns a shop. Do not evaluate while you write. Evaluation is a separate step, and doing it early shrinks the list to the five people you already talk to every week.

Two things happen to everyone during this exercise. The pen stalls at around name twelve because it feels like there could not possibly be more. Then the memory starts handing you names in bulk, and the ten minutes ends with a list that surprises you. Use the surprise. It is the point.

Why this channel goes first

The trust is prepaid. Nielsen's global survey work found that 92 percent of consumers trust recommendations from friends and family above every other form of advertising, and the 2015 rerun kept recommendations first, at 83 percent. A referral also arrives pre-screened: a study of a German bank's referral program, run by researchers at Wharton and Goethe University, found referred customers carried 16 to 25 percent higher lifetime value and were about 18 percent more likely to stay than similar customers acquired otherwise. You will not get those economics from a cold audience in your first month. You might never get them there. The cleaning business course shows the channel wearing trade clothes, telling friends and family first on the way to a residential route.

I want to be precise about what the warm network is for, because this is where people flinch. The purpose is not to guilt your friends into buying. The purpose is to make sure everyone who knows you knows what you do, so that when their coworker says the words your business answers, your name surfaces. Most of your warm list will never buy from you. Nearly all of it can refer you. The ask is not "buy my thing." The ask is "keep me in mind, and here is exactly who to send me."

The announcement, then the messages

Do both, in this order. The announcement is one post, sent once, everywhere your people already see you.

I left my job to start a [what the business is, in plain words]. I do [the service or product] for [who it is for]. If you know anyone in [your area or market] who needs this, send them my way. Not asking anyone to buy anything. Just want the people I know to know what I do now.

The announcement warms the room. The messages do the work. One at a time, personal, referencing the actual relationship. A skeleton you can adapt:

Hey [name], we haven't talked since [the real thing you share]. I started a [business type] this year. One sentence on what it is. I'm trying to reach [specific kind of customer]. You know a lot of [that kind of person]. Could you forward this to anyone who fits, or tell me one person I should talk to?

For a filled-in example, the party rental course ships its own text-message script for your existing network, this skeleton in rental clothes.

Notice the last line asks for one person, not a favor. One person is easy to produce. A general "let anyone know" produces nothing, because it asks the reader to do your marketing instead of remembering a name.

The flinch, and the fix

The reason people skip this channel is the fear of seeming salesy, of being the friend who turned into a pitch. I think the fear has it backward. You are not extracting. You are informing people who like you about something they might need or might know someone who needs. Withholding your business from everyone who trusts you protects nobody. The cringe comes from vagueness and from pressure, and both are fixed by the same design: say exactly what you do, ask for exactly one referral, let it rest. If someone ignores the message, that is the system working. They were informed. The seed is planted.

Operators consistently recommend telling your network before the business feels ready. Pre-selling early work at a discount, in exchange for the things you actually need, is a standard first move across trades: a review, a before-and-after photo, a testimonial, a referral on the record. Cap the discounted work at two or three jobs so it builds proof instead of setting your price. What a fair early discount is, and how to protect your margin while running one, is pricing territory, and the pricing module and each business course handle their own numbers.

Keeping the list alive

The warm list is a seed bank, not a farm. It produces the first few customers and a wave of referrals, then it quiets down, and that is normal rather than failure. Two habits keep it producing for years. First, when someone refers you, thank them specifically and tell them what happened with the referral, because people repeat what gets acknowledged. Second, reannounce at real milestones, a new service, a full season of work, a hundredth job, rather than going silent for a year and resurfacing only when you need something.

The sheet where all these names and follow-ups live gets its own lesson later in the course. For now, finish the ten minutes, send the announcement, and write your first ten individual messages. That is a complete first week of acquisition for a business that has nothing else built yet.

Keep going — you're working through First 10 Customers.

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