Tasks & Follow-ups

Follow up on: Project Options

Follow up on: EB-5 Project Exploration

Explore if EB-5 is still an option

Make sure he's scheduled for 2nd call

Make sure he's scheduled

Make sure he's scheduled

Follow up on: Project Options

Make sure he's scheduled

Make sure he's confirmed

Make sure he's scheduled

Referral from Ashoori Law / Eshan

Go over projects sent

Wants F approved project. Doesnt believe Jan file is realistic for F approval

Follow up on Financial Plan

Sent Financial Plan and see how it's progressing

Make sure he's scheduled for another meeting

one more follow up attempt

Short listed Extel and EB5 LA. One more follow up attempt

Check Status

See if he's starting SOF with Minwon. Referred by Nikunj

Try to get him to onboard

had intial consult and didnt respond to onboarding

Try to get another call

Met with unmarried partner and getting unresponsive. Introduced to Hatem as she owns sign stock. Getting cold.

See if he's open to another meeting

Close to choosing Cormont. Showed the downsides risk on that project and offered references (mani).

One last Email attempt

got introduction and not responsive.

One more follow up

Was at the Webinar with Yuliya and had 2 projects he was serious about EB5 LA and one other. Might be too late to win over but try 1 more time

Make sure you've communicated

See if he wants connection to wealth manager for Loan and Lawyer introduction

Make sure he's rescheduled

See if he's responded / open to meetings

Make sure he was scheduled for a follow up

Make sure he' scheduled

Follow up on lead

messaged on WhatsApp and most likely talking to other folks. USC grad but trying to overcome trust issues

see if he's scheduled

Follow up on: EB-5 Project Exploration

Follow up on: Project Options

Follow up on: EB-5 Project Exploration

See if he responded to last email

One more try to schedule second meeting

Make sure he's scheduled

Make sure they are scheduled