Lynn Spencer

Lynn Spencer

Accountant

Member

INTROMinutes I've Received

Endorsement Letters I've Given

Killingsworth Spencer, LLC

Killingsworth Spencer, LLC

770-552-8286

10892 Crabapple Rd
Suite 100
Roswell, GA 30075

Website

Company

Endorsement Letters I've Received

Team

PowerLinks Certificate 06/23/2016
How to Benefit from an Association 02/21/2022
7-Minute Presentation Workshop 08/08/2016
Filling the Filing Cabinet Workshop 07/18/2016
Orientation Essentials 06/20/2016
GateOpener Workshop 06/20/2016
InfoMinute Seminar 06/20/2016

Development

North Fulton Team

Introduced by:

David Mills

David Mills

Joined on 05/24/2016

Leadership

TeamCoOrdinator
ParticipationCoOrdinator 09/30/2021
VisitorCoOrdinator 02/09/2020
MembershipCoOrdinator
MentorCoOrdinator
Hand Pin 06/01/2021
100% Club 02/07/2023

Membership

5-year Pin 06/01/2021
3-year Pin 06/01/2021

Team

Gold Star Pin 08/28/2018

Members I've Invited

Mari Mandes

Mari Mandes

Geirson Bejarano

Geirson Bejarano

Denisse Oceguera

Denisse Oceguera

Mason Hardin

Mason Hardin

Todd Morrison

Todd Morrison

John McAlister

John McAlister

Michael Blanton

Michael Blanton

Sponsorship

I'm a little bit old school here.  I use our calendar to record all potential new clients and their first-time visits to Killingsworth Spencer.  From there, I have a spreadsheet that records these visits, where the referral came from, and if they became a client or not (with their client #).  I also have CRM software, but I chose to use my spreadsheet for a quick and accurate visual.  It's exciting that more than 90% of first-time visitors to our office for a no-obligation/no-cost meeting with us become clients.  Our clients come from 3 main sources: client referrals, PowerCore referrals, and website browsing.  The high conversion rate to clients tells me that when a referral is made or a potential client checks out our website, they are already quite interested in working with a reputable CPA firm.

Referral Trigger Response