770-380-6894
We love to travel. We have been to over 20 countries. I love history especially WW2 history. I have visited WW2 historical places like Normandy and Pearl Harbour. I also enjoy listening to air traffic control dialog with commercial pilots
Member
Development
770-380-6894
alpharetta, GA 30005
Michael is anxious about filing a 2022 tax return He knows it needs to be done but he is worried that he owes the IRS and that he may not be able to afford to pay it. I did his return and he got a substantial refund.
Company
Financial Services | Accounting
Accounting
Filing Cabinet
1) I use a very imperfect and not too organzied way. I make cryptic notes all over the place, on my phone and even on apple notes. However, because I do a lot of texting and linkedin messaging occasionally I scroll back in both and see who I have reached out to in the past and follow up with them, some turn into busiensses/referrals some dont.
2) same proess as above for gate openers. Occasionally the gate openers reach back to me to ask me if I am still doing my bsuienss and then they may give me the referral(s)
3) My system does not prevent blind spots, its relies too much on my remembering to do so and where to check. As my handwriting is bad sometimes I dont follow up because I cannot read what I wrote.
4) That habit makes me realize I need a better system to track gateopeners and prospects
Referral Trigger Response