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