The Preferred Client Group

View your organizations’ collective activity with The Preferred Client Group to find the best way to reach out

***

-->,

***

<--,

***

Last interaction was ** days ago.

******* and *** are the closest.

View The Preferred Client Groups’ CRM data to get more info on their experience with your organization

Account Type***** ***

Account Owner*** ********

Account Opps/Deals

******* *******

Closed Won • Feb 25

***K $

Closed

View The Preferred Client Groups’ best path for intro to find the best way to reach out

*** *****

Past Champion

****** ********

Colleague - Career Overlap

Leveraging your organizational collective network
to fuel scalable (and repeatable) business growth.

Leverage your existing network to create new connections with The Preferred Client Group

Manage your risk with The Preferred Client Group to maintain a stable relationship

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