Northpointe Bank

Northpointe Bank

3525 Piedmont Rd. NE
Building 7, Suite 204
Atlanta, Georgia 30305

Website

Company

How to Build a Referral Marketing Plan 06/20/2022
InfoMinute Seminar 04/18/2022
Orientation Essentials 04/18/2022

Development

Brookhaven Team

Introduced by:

Joined on 04/04/2022

Leadership

100% Club 07/19/2022

Team

I utilize my Database spreadsheet. There is a specific Powercore tab (broken out by team affiliation) where I track coffee dates to ensure that I am spending time with each member of my team (as well as substitutes and visitors). While I do utilize a company CRM, this spreadsheet allows me to be more deliberate in the information I track (referrals to, from, notes, etc.). 

Referral Trigger Response