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