Orientation Essentials

InfoMinute Seminar

A very good time was had by all. Design by Jacque Streever, Renea Ash and Susan Honea. Door prizes by Jacque and Renea.&nbsp; Winners: Allison Candace Morgan, Kriston Sellier, Lisa Chaney, and Tina Herrman,&nbsp;
Conversation questions by Susan.

Buckhead

Roswell 400

North Fulton

North Point

Peachtree City

Candler Park

Duluth

Sugarloaf

Whitlock Avenue

East Cobb

Milton

Brookhaven

North Fayetteville

August's PowerCore Picnic for Women

At Goosehead, we have a wonderful CRM system through Salesforce that tracks everything.&nbsp; It allows me to follow up with reminders, events/coffee dates, phone calls, and service issues.&nbsp; I am also able to send out birthday messages, congratulatory emails for closing on new home, and follow up emails on renewals.&nbsp; Not only is our system wonderful for current clients, but I am able to set a reminder to follow up with any clients at their renewal.&nbsp; If I wasn't able to improve their coverage and beat their current carriers price, I can send out a reshop for them at their renewal and see if I am able to do it in the future.&nbsp; &nbsp;

Share a place in your business where you’ve created a process to initiate.
<ul>
<li>Do you use a CRM system with follow up reminders?</li>
<li>Do you keep client’s birthdays on your calendar?</li>
<li>Do you have a standing day and time for coffee?</li>
</ul>
Describe the system you have, and the benefit you get.

Initiate | PowerCore.net

Initiate

Recognizing a Team for 100% participation in the Referral Trigger response.

100% Club

Equality: Provides an equal platform for self-promotion so Members both recognize and receive referrals.

ParticipationCoOrdinator

Allison Janssen

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