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