Car totaled Franks the man
Car was totaled by a deer, Frank and his team took care of it
Referred PTA to Eric Black
PTA valley cottage
1-2-1 Greg Tkacz
Shall we consider our time together a 1-2-1? Why not! Thank you for swinging by to pick up your goodies!
Thank You Greg Tkacz
Thank you Greg for ordering Make Wellness and Tastefully Simple seasonings to spice up your cooking. :-)
Thank You Ginny!
Thank you Ginny for inviting us (RBE) to come to your event in Pomona! It was a fun evening!
New Business for Barry
New Insurance
One to One with New Member Mike V
Had a 1-2-1 with Mike V at his office at RCC on 7/22, his name is not on the roster, so I used the Past RBE member option
New Business Referral
Had a conversation with Vivian that may lead to onboarding a new client
One to One with Vivian London Crooks
Introductory Conversation with Vivian
4 Hour 1-2-1 with Barry
Played golf with Barry and had plenty of time to talk about plenty of things