Borrower:
First Meeting = Help List
In-Process = Fight Club
Closing Table = New Client
Past Client = Promoter
Real Estate Agents:
Never formerly met = Help List
Met but no referrals yet = Fight Club
First Referral = New Client
Ongoing referrals = Promoter
Other Business to Business (B2B) = Connectors
Examples: Financial Advisors, Divorce Attorneys, Accountants, Title, Insurance, Etc
Someday = agents or borrowers who are 6+ months out from doing business with you.
Climbers = B2B or B2C you want to help mentor.
Aspirational = Big time people or accounts such as builders or human resource departments.