Sphere of Influence (SOI) Starter Checklist

Your SOI is all about being present, not putting on the pressure. Blutext helps you be consistent, professional, and genuine, so your connections naturally turn into referrals.

☐ Import phone contacts
☐ Add key people manually (start with 25–50 total)
☐ Don’t overthink it—add first, clean later

☐ Friends & Family
☐ Past Clients
☐ Professional Partners
☐ Community

If you’re unsure, choose the tag that best reflects how you know them.

☐ Personal touch for Friends & Family
☐ Check-ins for Community & Partners
☐ Ongoing nurture for People that Know, Like, and Trust You.

Blutext automations = no remembering.

☐ Add new Sphere of Influence contacts weekly (do NOT add new leads)

Your SOI grows every time you:

• Attend an event

• Close a transaction

• Have a good conversation

Your SOI is not about pressure.
It’s about presence.

Blutext helps you show up consistently, professionally, and authentically—so your relationships turn into referrals naturally.

Need help? Contact us at support@blutext.com or chat with us at the bottom right of our blutext.com website or knowledge base.