Kelly Stover
Banker
404-358-2974
404-358-2974
Member
Development
iTHINK Financial Credit Union
1075 Cobb Place Blvd
Kennesaw, Georgia 30144
Company
I have been keeping pink slips in a separate folder. I'm in the process of creating a spreadsheet that will help me track successes and follow ups. If I have not heard back from a referral, I would check with my client first and then depending on the conversation the team member. I like the 3-way connection method either with an email or text to make sure both parties are introduced before the meeting.
Referral Trigger Response