specifically to always be able to look up the current health, sentiment, and financial relationship for a client that’s walking toward me.
How to make the most of a third-party event
My Chief of Staff and I will scour the list to identify clients and important prospective clients. If we decide to meet some, we’ll draft up emails in advance.
Chief of Staff: Identify event attendees that I should connect with and add them to the table below with a note on priority. Include any additional background or preferred questions that I might ask that individual.