Kelly Stover

Kelly Stover

Banker

404-358-2974

Member

InfoMinute Seminar 05/20/2024
Orientation Essentials 05/20/2024

Development

iTHINK Financial Credit Union

iTHINK Financial Credit Union

iTHINK Financial Credit Union

1075 Cobb Place Blvd
Kennesaw, Georgia 30144

Website

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

Downtown Woodstock Team

Joined on 04/22/2024

Team