Thank you to Nara
Thank you for sending Melissa Cohen Looks like we will be working together.
New Lead for Nanette
Jared and Sara Carlisi to do a tax grievance
Thanks Ginny!
Thank you for the opportunity to teach Karlee!
Now lead for Mike D and Ginny
Referrals to One Call from Mike D and Ginny at our RBE Meeting today
New lead
Referred john McPhillips and wife for Medicare advice
Thank you Ginny
Thank you Ginny, for referring your granddaughter for driving lessons! Looking forward to teaching her!
Tom Ossa
We had a good one on one! We both described our business needs and how we can help each other.
Thanks Frank for Lead
Got a call from Brian Berkowitz inquiring about driving lessons for his daughter. Thank you for referring me!
New Lead to Ellie
Referred a client of mine. I inherited her web site and the content is kind of a mess: https://caimllc.com/ She’s looking to simplify and I thought of you in terms of sitting down and getting her messaging and content organized better. Below is the email I sent to her, so if she reaches out it [...]
New lead fo Aviva
Referred you to Chris who is looking for marketing help for his Dad's book