This bingo card has a free space and 24 words: Shared a Wescott post on LinkedIn, Posted your own post on LinkedIn for prospecting, Took a client to dinner or happy hour, Had meetings at a client’s home or office, Helped onboard a new client, Shared an article helpful to a client, Attended a Wescott client event, Introduced Wescott to someone in their network, Asked for a referral and were denied, Helped improve a process, Attended an industry conference, Helped prepare a prospect presentation, Received a client thank you card, Added a CPA or attorney to our referral list, Stayed late to help a client, Attended a networking event, Introduced a colleague who can help a client, Went above and beyond for a new client request, Collaborated on a project with another department, Received a client thank-you letter, Conducted a discovery meeting from a prospect you sourced, Created a client “wow” in the past 3 months, Worked with a client 5+ years and Contributed to marketing content.
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