First Name
Last Name
Email
Phone
Consultant
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Scott
Brent
Chris
Jarrett
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Referred By
First Action
(Investors or Loans)
First Follow Up Action
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Qualified Investor - Send Note PPM and Calendar
Qualified Investor - Send Member PPM and Calendar
NW - Send Note PPM and Calendar
Qualified Loan - Send Calendar For Follow Up
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Second Action
(Investors or Loans)
Action 2 Outcome
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Inv. Relations / Intro Call / Send Investment Package
Left Voicemail
Met in Person
Called & Talked
Send link for IRA Form
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Meter: Alcove
Meter: Ballard Group
Meter: Bellevue Standard
Meter: Cap Hill (Seattle)
Meter: Court Remington Bravo
Meter: Elivia
Meter: Franklin (Seattle)
Meter: Greenlake
Meter: 41st (West Seattle)
Meter: Highland Terrace 88th SF (Kirkland)
Meter: Highland Terrace 88th II TH (Kirkland)
Meter: Miller Tacoma Group
Meter: Parc3
Meter: Pacific Sands (San Diego)
Meter: Sunset View (Renton)
Meter: Stella Investor Group
Meter: Woodhaven
Kent Storage
Federal Way Storage
Third Action
(Investors)
Third Follow Up Action
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LOF/NW - Send Congratulations Email
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