Personal Banker

Katie Hebert

B-1 Bank

Business given

thank-yous earned · 5 received

Referrals given

8 received

1-to-1s

1.0 / wk lately

Visitors brought

0.13 / wk lately

Testimonials given

Refs / week (last 8 wks)

0.1

1-to-1s / week (last 8 wks)

1.0

Activity history

53 total slips · showing latest 30

12d ago
You referred a lead to Brad LaComb · Word of mouth
12d ago
You met 1-to-1 with Ty Picard · 60 min
12d ago
You met 1-to-1 with Jacob LaCour · 60 min
2w ago
Stewart Daigle met 1-to-1 with you · 60 min · Phone
3w ago
You thanked Jeffry LaBouve for closed business they sent you
3w ago
Christina DeHart met 1-to-1 with you · 120 min · Lunch
3w ago
You brought visitor Angela Guth · BBB
5w ago
You thanked Lenore Carroll for closed business they sent you
5w ago
You met 1-to-1 with Lisa Thompson · 60 min
5w ago
Heidi Manuel met 1-to-1 with you · 60 min
6w ago
Lenore Carroll referred you a lead · Personal
6w ago
Lenore Carroll met 1-to-1 with you · 45 min · Bank
7w ago
Allen Cormier met 1-to-1 with you · 60 min · Coffee
8w ago
Jack Duplechin met 1-to-1 with you · 60 min
8w ago
You thanked Jeffry LaBouve for closed business they sent you
9w ago
Allen Cormier referred you a lead · Phone intro
9w ago
You met 1-to-1 with Nicholas Rougeau · 60 min
10w ago
You thanked Nicholas Rougeau for closed business they sent you
12w ago
You referred a lead to Andy Hutchins · Word of mouth
13w ago
You met 1-to-1 with Jack Duplechin · 60 min
13w ago
You referred a lead to Andy Hutchins · Word of mouth
14w ago
Jack Duplechin on you: “Helping me with my banking needs!!”
15w ago
Maddy Guidry referred you a lead · Word of mouth
15w ago
Maddy Guidry met 1-to-1 with you · 60 min · Office
15w ago
You met 1-to-1 with Jack Duplechin · 60 min · The Buzz
16w ago
Maddy Guidry met 1-to-1 with you · 60 min
16w ago
You met 1-to-1 with Allen Cormier · 60 min
16w ago
You met 1-to-1 with Maddy Guidry · 60 min
16w ago
Lisa Thompson referred you a lead · Word of mouth
17w ago
Andy Hutchins thanked you for business you sent them