Get Started with Your CDL
Download the advanced template below to start building your Core 60.
Step 1: Download Your CDL Template
The advanced template includes all 5 sheets — Contact Lists (Levels 1–3), Engagement Tracker, and Dashboard formulas.
Step 2: Fill In Your Core 60
- 1Open the template and start with the Contact Distribution List v1 sheet
- 2List your 60 most economically relevant relationships
- 3Assign Economic Levels to each contact ($0–$1K, $1K–$10K, $10K+)
- 4Use the Engagement Tracker sheet to log your EPIC touchpoints
Unlock the Digital CDL Experience
Want auto-import, real-time engagement tracking, network overlap discovery, and T.E.A. value calculations? Apply to become a BIOS member and get full access to the digital CDL platform.
- Upload your completed CDL and auto-populate your digital contacts
- Track EPIC engagement touchpoints digitally across your Core 60
- Discover network overlap with other BIOS members
- Access dashboard analytics, T.E.A. value, and progressive field unlocking
BIOS membership includes full digital CDL access for $89/year