New Lead for Jennifer Schnalzer from Nara Herbowy Callanan
Referred client to Jennifer. Client is looking for a new financial advisor. Client's name is Jane C.
Thank you Vivian for ongoing business
Ongoing maintenance
Lead for Allen Sterk
Priced me for DHL Project
Thank you to erica
Renewal from Mike Ellison
New lead for Mike Guarnieri
Referred Dan Petersen for setting up LLC
New lead for Ellie Becker
Referred Ellie to Tina Pascal for her marketing
New lead to Allen Sterk
Referred Tina occhino for fence work
New Lead for Nara Herbowy
Gave Usula Bergin your contact information to set up a trust
Thank you Ellie
Thank you Ellie for referring Laila for Driving Lessons. She passed her driving test today, so watch out!