InfoMinute Seminar

Filling the Filing Cabinet Workshop

7-Minute Presentation Workshop

GateOpener Workshop

Orientation Essentials

How to Benefit from an Association

Congratulations to our new ParticipationCoOrdinators.&nbsp;
The bat is in your hands, swing for referrals.&nbsp;
Play ball!

Buckhead

Cumberland

Roswell 400

Emory

North Fulton

North Gwinnett

North Point

Peachtree City

Downtown Woodstock

Fayette

Sugarloaf

Whitlock Avenue

Virginia Highland

Brookhaven

North Fayetteville

Newnan

South Gwinnett

ParticipationCoOrdinator Training on Monday

I'm a little bit old school here.&nbsp; I use our calendar to record all potential new clients and their first-time visits to Killingsworth Spencer.&nbsp; 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 #).&nbsp; I also have CRM software, but I chose to use my spreadsheet for a quick and accurate visual.&nbsp; 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.&nbsp; Our clients come from 3 main sources: client referrals, PowerCore referrals, and website browsing.&nbsp; 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.

We track PowerBrew activity because referrals come from 1:1 time. We track referrals because opportunities become bank deposits, and that’s why we’re here.
What report do you have, in your business that forecasts results the way coffee predicts WE DID BUSINESS slips?
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Reports | Tools | PowerCore.net

Reports | Tools

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

100% Club

Recognizing serving in all 5 primary officer roles

Hand Pin

5-year Pin

3-year Pin

Chiropractor

Property & Casualty Insurance

With March winding down, two things are certain. Tax deadlines are approaching, and a champion is to be crowned as the madness of college basketball winds down. Lynn is dreaming of Nova Nation cutting down the nets for the fourth time in school history and the third time in the last 7 years. Lynn became a wildcat fanatic well before the bandwagon was full. Villanova basketball games are the only sporting event she watches from whistle to whistle without fail, now that her kids are no longer participating.
Lynn remembers watching Kris Jenkins wild buzzer beater back in 2016 to top UNC while on the phone with her now fiance Chris, who is a wildcat alumnus. If you remember correctly, they also had to go through #1 seed Kansas that year, just like this tournament. Each year Lynn &amp; Chris go to at least one Villanova away game and be as loud &amp; obnoxious as humanly possible. Lynn’s favorite all time player is Jalen Brunson because of the emotion and leadership he plays with. This is something I’ve noticed Lynn emulates in her business. Her personal connection to each client along with her firm’s attention to detail, teamwork, and composure, make them a prime candidate to make a run we’ll never forget in the years to come. Without further ado, Lynn Spencer.

Gold Star Pin

Professionalism: Tasked with running a professional weekly meeting and directing the LeadershipCore in alignment with a proven success structure.

TeamCoOrdinator

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

ParticipationCoOrdinator

Equality: Assists the ParticipationCoOrdinator.

ParticipationCoOrdinator 2nd

Opportunity: Provides a steady stream of new opportunities.

VisitorCoOrdinator

Opportunity: Assists the VisitorCoOrdinator.

VisitorCoOrdinator 2nd

Quality: Provides an environment of quality and trust so Members are comfortable referring clients to each other.

MembershipCoOrdinator

Integration: Integrates new Members so they give and receive referrals as quickly as possible.

MentorCoOrdinator

Recognizing having completed Mentor coffees, Orientation, InfoMinute Seminar, and 90 day evaluation.

Lynn Spencer

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