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Grace'S SOLICITOR REFFERALS
1. Lou Collins
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Date: September 20, 2023
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Referral Type: Vendor Solicitors
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Solicitor Referred to: Natalie Summers
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Instructed: Yes
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Fee: £150
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Outcome: True Revenue
2. Christopher Jenkins
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Date: September 20, 2023
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Referral Type: Vendor Solicitors
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Solicitor Referred to: Natalie Summers
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Instructed: Yes
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Fee: £150
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Outcome: True Revenue
3. Mark Jackson
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Date: September 20, 2023
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Referral Type: Vendor Solicitors
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Solicitor Referred to: Natalie Summers
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Instructed: Yes
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Fee: £150
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Outcome: True Revenue
4. Mei Mei Li
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Date: November 14, 2022
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Referral Type: Purchaser Solicitors
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Solicitor Referred to: Natalie Summers
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Instructed: Yes
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Fee: £100
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Outcome: Pipeline
5. Ling Suet
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Date: November 14, 2022
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Referral Type: Purchaser Solicitors
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Solicitor Referred to: Sofia Vakilzadeh
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Instructed: Yes
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Fee: £0
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Outcome: Pipeline
6. Louise Collins
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Date: November 14, 2022
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Referral Type: Vendor Solicitors
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Solicitor Referred to: Natalie Summers
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Instructed: Yes
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Fee: £150
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Outcome: Pipeline
7. Rosemary Shakesphere
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Date: October 8, 2022
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Referral Type: Vendor Solicitors
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Solicitor Referred to: Sofia Vakilzadeh
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Instructed: Yes
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Fee: £0
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Outcome: Pipeline
8. Louise Collins
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Date: October 8, 2022
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Referral Type: Vendor Solicitors
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Solicitor Referred to: Natalie Summers
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Instructed: Yes
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Fee: £100
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Outcome: Pipeline
9. Tom Turner
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Date: October 8, 2022
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Referral Type: Vendor Solicitors
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Solicitor Referred to: Natalie Summers
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Instructed: Yes
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Fee: £100
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Outcome: Pipeline
| Total Fees |
|---|
| £900 |
Grace'S SOLICITOR REFFERALS
| Date | Referral Type | Name | Solicitor Referred to | Instructed | Fee | Outcome | |
|---|---|---|---|---|---|---|---|
| 1 | September 20, 2023 | Vendor Solicitors | Lou Collins | Natalie Summers | Yes | £150 | True Revenue |
| 2 | September 20, 2023 | Vendor Solicitors | Christopher Jenkins | Natalie Summers | Yes | £150 | True Revenue |
| 3 | September 20, 2023 | Vendor Solicitors | Mark Jackson | Natalie Summers | Yes | £150 | True Revenue |
| 4 | November 14, 2022 | Purchaser Solicitors | Mei Mei Li | Natalie Summers | Yes | £100 | Pipeline |
| 5 | November 14, 2022 | Purchaser Solicitors | Ling Suet | Sofia Vakilzadeh | Yes | £0 | Pipeline |
| 6 | November 14, 2022 | Vendor Solicitors | Louise Collins | Natalie Summers | Yes | £150 | Pipeline |
| 7 | October 8, 2022 | Vendor Solicitors | Rosemary Shakesphere | Sofia Vakilzadeh | Yes | £0 | Pipeline |
| 8 | October 8, 2022 | Vendor Solicitors | Louise Collins | Natalie Summers | Yes | £100 | Pipeline |
| 9 | October 8, 2022 | Vendor Solicitors | Tom Turner | Natalie Summers | Yes | £100 | Pipeline |
| Total : | £900 | ||||||
Grace'S FINANCIAL SERVICE APPOINTMENTS
1. Daisy Winston-Scott
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Date: February 13, 2023
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Adviser: Taryn
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Signed up?: Yes
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Progress?: Ongoing
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Value: £150
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Outcome: Pipeline
2. Colin McCabe
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Date: November 15, 2022
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Adviser: Tarryn
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Signed up?: No
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Progress?:
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Value: £0
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Outcome: Pipeline
3. Louise Collins
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Date: July 25, 2022
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Adviser: Tarryn
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Signed up?: No
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Progress?:
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Value: £0
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Outcome: Pipeline
4. Sukita Stevenson
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Date: July 25, 2022
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Adviser: Toby Fields
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Signed up?: Yes
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Progress?: Yes
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Value: £100
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Outcome: True Revenue
| Total Value |
|---|
| £250 |
Grace'S FINANCIAL SERVICE APPOINTMENTS
| Date | Client | Adviser | Signed up? | Progress? | Value | Outcome | |
|---|---|---|---|---|---|---|---|
| 1 | February 13, 2023 | Daisy Winston-Scott | Taryn | Yes | Ongoing | £150 | Pipeline |
| 2 | November 15, 2022 | Colin McCabe | Tarryn | No | £0 | Pipeline | |
| 3 | July 25, 2022 | Louise Collins | Tarryn | No | £0 | Pipeline | |
| 4 | July 25, 2022 | Sukita Stevenson | Toby Fields | Yes | Yes | £100 | True Revenue |
| Total : | £250 | ||||||
Grace'S 5 STAR REVIEWS
1. Nicola Brown
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Date: March 23, 2023
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Name: Nicola Brown
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Platform: ESTA
2. Becki Ladd
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Date: March 23, 2023
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Name: Becki Ladd
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Platform: ESTA
3. Kate Tucker
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Date: August 24, 2022
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Name: Kate Tucker
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Platform: Google
4. Cindy
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Date: August 24, 2022
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Name: Cindy
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Platform: Google
5. Aksar
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Date: August 24, 2022
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Name: Aksar
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Platform: Google
Grace'S 5 STAR REVIEWS
| Date | Name | Platform | |
|---|---|---|---|
| 1 | March 23, 2023 | Nicola Brown | ESTA |
| 2 | March 23, 2023 | Becki Ladd | ESTA |
| 3 | August 24, 2022 | Kate Tucker | |
| 4 | August 24, 2022 | Cindy | |
| 5 | August 24, 2022 | Aksar |